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FSI Wealth Management Testimonials | Client Reviews

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

"We guard the wealth of the most productive people on earth."

We take pride in the positive feedback we receive from our clients, and we want you to hear directly from them.  

"I highly recommend Paul!!!!"

"I highly recommend Paul!!!!"

"Besides being extremely knowledgeable, professional and trustworthy, Paul just has this amazing demeanor and ability to make you feel comfortable and able to share your concerns freely. He truly listens and understands and then sets you on a path of complete confidence! I highly recommend Paul!!!!"

Nancy Beck, Century 21 Award - University City Real Estate Agent.  

 
Non-Compensated endorsement may not be representative of all client experiences; no guarantee of future performance or success.

"I trust him 100% with my assets and his advice is always well reasoned and tremendously helpful."

"I trust him 100% with my assets and his advice is always well reasoned and tremendously helpful."

"There is not a high enough rating to describe the impact Paul Neves at FSI Wealth Management has made to my financial situation. I trust him 100% with my assets and his advice is always well reasoned and tremendously helpful. He has guided my with confidence through several life situations that could have been extremely stressful without his reassurance and guidance. He is always a patient teacher, explaining the why's behind market changes and his recommendations. What started as a business relationship has become a cherished friendship...all of the staff at FSI treat you like family. "

Non-Compensated endorsement may not be representative of all client experiences; no guarantee of future performance or success.

Since 1989, our values and principals have remained the same. To protect our clients and their assets. 

"Paul Neves has been unbelievable in managing our assets."

"Paul Neves has been unbelievable in managing our assets."

"Paul Neves has been unbelievable in managing our assets. I trust him completely. I know that if my husband was not here that I could go to Paul and feel taken care of and advised to my best future possible . He is approachable and takes time for every question we’ve ever had. I’d give him 10 stars!"

 
Non-Compensated endorsement may not be representative of all client experiences; no guarantee of future performance or success.

"Thank you Paul and Colton!"

"Thank you Paul and Colton!"

"The location is super convenient in Mission Valley. I met with Paul Neves and his assistant Colton Punches. They were so kind and helpful. I was dealing with some difficult emotional times and leaning on them made it much easier. I also love their web based portal for clients. It is very secure and makes it easy upload information and also to see what my money is doing."

 
Non-Compensated endorsement may not be representative of all client experiences; no guarantee of future performance or success.

We Welcome Your Referrals! 

Many of our clients have come to us through recommendations from their co-workers and friends and we thank you! 

• We have extensive experience working with professionals in the aerospace and defense industries, including Raytheon, Northrop Grumman, General Dynamics, Qualcomm, NASSCO, and Lockheed Martin.

• Our approach is personal and friendly. We believe in building long-term relationships with our clients, and we often spend time catching up on their personal lives during our meetings. We pride ourselves on treating our clients like family, and we strive to develop personal relationships with each and every one of them.

• While financial planning is certainly an important part of what we do, we also value the opportunity to catch up with our clients during our bi-annual meetings and get to know them on a more personal level. We're always available to answer questions and provide guidance throughout the year. 

"Paul is a great guy and I truly consider him part of my family."

"Paul is a great guy and I truly consider him part of my family."

"I have no expertise in investing in these crazy times and, as a single women, the best decision I have made is to include Paul Neves as an important part of my financial future. He is experienced, intelligent, trustworthy and his main focus is to create a portfolio that will continue to grow according to your individual needs. Most importantly, he is a great guy and I truly consider him part of my family." Renee G., Women's Hormone Health. 

 
Non-Compensated endorsement may not be representative of all client experiences; no guarantee of future performance or success.

"I am forever grateful to have met him!"

"I am forever grateful to have met him!"

Paul Neves at FSI Wealth offers in-person planning appointments in addition to virtual and phone appointments. He is always willing to discuss options and retirement strategies and the hurdles that may come up. He has been able to help me to put together a financial plan/budget that I understand and can work with. I can honestly say that due to Paul's guidance I understand the goals I need to achieve and how to get there.He is a financial genius and I am forever grateful to have met him.

 
Non-Compensated endorsement may not be representative of all client experiences; no guarantee of future performance or success.

Call Today To Schedule Your Financial Review. 


"Paul makes wealth management a breeze and worry-free!"

"Paul makes wealth management a breeze and worry-free!"

I’ve had the pleasure of knowing and working with Paul for a couple of years now and understand from personal experience that it is difficult to figure out who to turn to when it comes to planning for your future, especially when it involves your precious nest egg. But, I can say without question, that Paul is in a category of his own. He’s trustworthy, has incredibly high standards, and is extremely knowledgeable in his field. He will put you on the path to success. Thanks Paul!!!


Non-Compensated endorsement may not be representative of all client experiences; no guarantee of future performance or success.

"I take the time to get to know you on a highly personal level, guiding you through the many decisions that influence your ability to realize your vision—today and far into the future." 

Paul A. Neves, CFP®, ChFC®

"Paul makes wealth management a breeze and worry-free!"

"Paul makes wealth management a breeze and worry-free!"

"Paul Neves is amazing! He’s incredibly knowledgeable, professional, and most importantly, he actually listens to his clients and their goals. He makes wealth management a breeze and worry-free! I highly recommend Paul for any of your financial planning needs."


Non-Compensated endorsement may not be representative of all client experiences; no guarantee of future performance or success.

Let's Get Started On Your Complimentary Financial Plan! 

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paul@fsiwealth.net |  (619) 681-1900

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