Broker Check

Focus Investment Advisors - Encinitas, CA

Call Us: (760) 230-1880

 

Team

At Focus Investment Advisors, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Henry J. Ferry, Jr.

CFO | Market Analyst/Research Coordinator

(760) 230-1880 ext. 106

(760) 230-1341

Henry evaluates the performance of money and mutual fund managers. He uses both quantitative and qualitative screens in the ranking process.

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Andrew Y. Wasa, CIMA, CIMC

CEO | Analyst, Marketing/Service Representative

(760) 230-1880 ext. 107

(760) 230-1341

Andy specializes in servicing institutions and Taft Hartley plans and has considerable experience in analyzing investment managers and mutual fund companies.

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Amber R. Montgomery

Financial Advisor | Client Relations and Operations

(760) 230-1880 ext. 105

(760) 230-1341

Amber is a graduate of Chapman University with a B.A in Social Science, where she completed her senior capstone project on Behavioral Finance.

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Frank M. Amelio

Investment Consultant | Market Analyst

(760) 230-1880 ext. 104

(760) 230-1341

Frank joins Focus Investment Advisors with 31 years of investment experience. He provides an extensive background in tax advantaged and fixed income portfolio management as well as separate accounts.

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Monica joined Focus Investment Advisors in July 2014. She has over 15 years of experience in retail management and customer service. She holds an A.S. in Business Administration from Grossmont College and she is a Notary Public. Monica...

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