Focus Investment Advisors (FIA) is a full-service investment advisory firm based in Carlsbad, CA. Founded in 1994 by partners Andrew Y. Wasa and Henry J Ferry Jr, FIA is dedicated to providing personalized financial solutions to help clients achieve their long-term goals. Specializing in Taft-Hartley plans, government and civil service union employee benefits, retirement planning, and investment consulting, FIA offers a comprehensive range of services including portfolio analysis, asset management, and contingency planning. With a focus on building strong client relationships and providing education and full disclosure, FIA strives to help clients work towards financial independence.
As a registered investment advisor and separate entity from LPL Financial, FIA operates with a high level of understanding and expertise. Their team of financial consultants, who are registered representatives with LPL Financial, are committed to delivering exceptional service and tailored strategies to address each client's unique situation. Whether it's designing a comprehensive portfolio, implementing an investment policy, or providing retirement solutions, FIA's approach is centered around the client's specific needs and goals. With a strong emphasis on long-term relationships and a commitment to client welfare, FIA has been providing financial strategies for a focused future since its inception.
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