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.

Signature

Tony Jelso, ChFC®, CLTC®

Wealth Management Advisor

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

Webcast Available Now: Strength, Stability, and Financial Security in Volatile Times

Watch the client webcast to hear Northwestern Mutual leaders share their long-term view on the coronavirus impact and answer common questions from clients. Watch Now

4 Key Things to Know About the Coronavirus Stimulus Package

The coronavirus stimulus package is designed to bolster the economy and help Americans impacted by the coronavirus. Read more.

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While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

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