Contact Me...

(760) 795-5250 - San Diego & Riverside County
(805) 226-4000 - Central Coast, CA

 


My Mission

My goal is to empower my clients by aligning  intentions with meaningful actions through proactive and tax-intelligent planning, to ensure they reduce economic vulnerability and build enough wealth to live their very best lives, now and in the future. 

As a comprehensive Wealth Management Advisor, I am passionate about serving my clientele, both individuals and small businesses, to  ensure their financial goals become a reality. I rely not only on my knowledge and experience, but also on the expertise of my team of specialists.

My business is focused on providing a high level of professional advice as well as excellent, personalized service. 

 
                                                                              Tony Jelso

Tony Jelso, ChFC®, CLTC®

Wealth Management Advisor

  • Office 760-795-5250
  • Office 805-226-4000

Largest Dividend Payout In Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history. Read more.

Retirement And Taxes: How To Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more.

A Guide To Your Finances In Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck