Our team has the know-how and the heart to help you.
“Most people treat
IRA contributions like they’re paying a bill. They should think about it as paying themselves." |
Mike Savarese
Founder | License# 0A08613 Mike Savarese has devoted over 30 years of his professional life to helping his clients achieve their financial goals and enjoy a worry-free retirement. One area of Mike’s financial expertise includes helping retirees transition to the distribution phase of their investing lives. He offers practical strategies to help disperse retirement assets as tax-efficiently as possible, while ensuring a financial legacy for future generations. Mike is also part of an exclusive organization as a Certified Ed Slott Master Elite IRA Advisor*. These members are dedicated to being leaders in the IRA industry with regular ongoing education, and are equipped with up-to-date tools and resources. Furthermore, for over 12 years, Mike has been a commentator on San Diego Radio airwaves discussing market trends and advising callers how to navigate the pit-falls of the financial markets on Radio AM 1000, AM 1170 and AM 600. Mike was educated in Italy, Spain and the United States and is tri-lingual. He worked in the aerospace industry before starting his long and industrious financial career. Mike, as Founder of America’s Retirement Advisory Group, holds six different registrations and licenses in the investment and insurance area. Mike has three wonderful children and all enjoy spending quality time together. In his leisure time, Mike enjoys racquetball and deep sea fishing. He is also a soccer referee, a volunteer for the Special Olympics, and works with the Special Needs Community in the San Diego area. *Ed Slott’s Elite IRA Advisor Group was created in 2005 as an exclusive membership group dedicated to leadership in the IRA industry and is not affiliated with Client One Securities. |
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Kyle Needham
Wealth Preservation Consultant Kyle is a Wealth Preservation Consultant at the San Diego branch of America's Retirement Advisory Group. He specializes in risk analyzation of clients’ portfolios and brings years of technological experience to the team. He is a licensed Life and Health Agent in the state of California working towards other certifications to expand his knowledge and more effectively protect his clients’ savings from unforeseen circumstances. Kyle graduated from San Diego State University with a degree in Finance and has lived here ever since. Before San Diego, he grew up on the east coast just outside the city of Philadelphia where his two parents still live today. When he is not in the office, you’ll find him either at the beach or in the mountains, depending on the time of year. |
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Vinny Monroig
Wealth Preservation Consultant CA License #4100294 Vincent brings a wealth of experience to our team including over a decade as an Investigator specializing in insurance related matters. Prior to joining our team, Vincent ran his own successful insurance agency. His knowledge, experience and dedication allow him to detect problems and find solutions for his clients like no other financial professional. Vincent also has experience in film production and screenwriting. He has produced content for well know movie stars. During his free time, Vincent enjoys staying active, weightlifting and boxing. Being a New York native, and a fan of winners, Vincent is a big fan of the New York football Giants. |
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Kelsee Dauz
Executive Assistant A highly organized administrator with years of experience and a background in building and managing her own business, Kelsee’s exceptional reliability, quick skill-building, and flawless competence in client relations has brought tremendous value to our team. After receiving a Bachelor's degree in Organizational Leadership from Azusa Pacific University, she has grown to refine her abilities surrounding corporate business administration. As Executive Assistant and Client Relations Manager, she ensures the smooth operation of the firm with her robust knowledge and efficient handling of client inquiries, consultations, and financial records. She also provides fundamental support to the Founder in fulfilling his ongoing professional development, training workshops, and seminar presentations. In her leisure time, she enjoys volunteering at various non-profit organizations in San Diego, spending time with family, trying new restaurants, and staying active |
