Mavar Team

5414 Oberlin Drive Suite 220

San Diego,

CA

92121

About the Mavar Team

We specialize in clarifying complex financial concepts, from the tax implications of investing strategies to the nuances of debt management. Our approach is rooted in a deep commitment to understanding each client's daily lives, hobbies, and unique needs. We pride ourselves in making challenging financial topics accessible and engaging, ensuring you're well-informed and confident in your financial decisions. Ultimately, integrity underscores our focus—clients value our commitment, and the personalized attention we provide. Together, we can guide you through the intricacies of your financial landscape with clarity and care.

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Team locations

San Diego, CA
5414 Oberlin Drive Suite 220, San Diego, California, 92121

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

Meet with an advisor

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Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.