Equitable Advisors SoCal

Equitable Advisors SoCal Welcome to Equitable Advisors, LLC of Southern California, an established financial services leader h Equal Opportunity Employer – M/F/D/V.

NOTE – All InMail, e-mail and other electronic individual and group communications sent to and received from this LinkedIn page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation

of any kind. They are not intended, and should not be relied upon, as investment, insurance or financial advice. Equitable Advisors and its affiliates make no representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title. Important Information & Disclosures: http://bit.ly/2f98X9d

Happy National Life Insurance Awareness Month! 🏦📝As financial professionals, we cannot stress enough the importance of h...
09/01/2026

Happy National Life Insurance Awareness Month! 🏦📝
As financial professionals, we cannot stress enough the importance of having insurance coverage that's designed to fit your needs. Insurance can provide for unexpected events and can help protect your assets and financial future. Here are some key points to consider:
👉 Start by assessing your insurance needs: Evaluate your current financial situation, your assets, your family's needs, and any potential risks.
👉 Understand your policies: Make sure you understand the terms and conditions of your insurance policies. Lean on your financial professional if something is unclear.
👉 Review your insurance regularly: Your insurance needs can change over time, so it's essential to review your policies regularly to ensure they still meet your needs.
👉 Work with a financial professional: They can help you navigate the complex world of insurance and find coverage that's designed to fit your needs.
Remember, don't wait until it's too late to protect yourself and your assets.


(Pulled from EAMS)

Equitable Advisors of Southern California is thrilled to announce that Ashlyn Wetmore has joined our Los Angeles office!...
08/27/2026

Equitable Advisors of Southern California is thrilled to announce that Ashlyn Wetmore has joined our Los Angeles office!
Ashlyn graduated from CSUN with a B.S. in Business Management and a minor in Business Law. Her interest in finance began early when her grandmother introduced her to the stock market and sparked her curiosity about investing. Learning about the markets together inspired her to explore the world of finance and develop a deeper understanding of how financial decisions can impact people’s lives.
That early interest ultimately led her to pursue a career in Financial Services, where she combines her passion for finance with her love of building meaningful relationships. She is passionate about educating others, helping clients feel more confident in their financial decisions, and empowering them to work toward their long-term financial goals.
Welcome to the team, Ashlyn!

As a new school year begins, it's a great opportunity to think about what you're building beyond the classroom. Equitabl...
08/21/2026

As a new school year begins, it's a great opportunity to think about what you're building beyond the classroom. Equitable's Value of an Advisor study shows that educators who work with a financial professional have a median 403(b) account balance that is $29,000 higher than those who do not. Having a plan and taking consistent steps over time can make a meaningful difference in supporting your long-term goals. If you'd like to discuss your retirement plan, feel free to reach out.
https://equitable.com/individuals/retirement-savings-plans/educators?utm_medium=social-media&utm_source=MarketingSuite&utm_campaign=0726_BTS_Sequence&utm_content=Post_01_educators
Pulled directly from EAMS

San Diego advisor, Sean Lowry (right), was awarded the 2026 Need for Speed (Fast Start) Award by his District Manager, A...
08/19/2026

San Diego advisor, Sean Lowry (right), was awarded the 2026 Need for Speed (Fast Start) Award by his District Manager, Arman Ahranjani (left), for his exceptional growth and continued hard work throughout the first 90 days of his contract.
Congratulations on an excellent start, Sean!

We are pleased to announce that Patrick Enriquez has joined the Equitable Advisors Southern California Branch from Wells...
08/17/2026

We are pleased to announce that Patrick Enriquez has joined the Equitable Advisors Southern California Branch from Wells Fargo.
Welcome to the team, Patrick!

Back to School time! It’s been a long summer, and it’s time to get back to class and crack those books. We send our best...
08/17/2026

Back to School time! It’s been a long summer, and it’s time to get back to class and crack those books. We send our best wishes out to all of our scholars this year, including those starting out at a new school or maybe gearing up for graduation.

Pulled directly from EAMS

Equitable Advisors of Southern California is proud to announce that Carson Phillips has joined our Los Angeles office!Ca...
08/14/2026

Equitable Advisors of Southern California is proud to announce that Carson Phillips has joined our Los Angeles office!
Carson Phillips was born and raised in Arlington Heights, Illinois before moving to Los Angeles to work in social media marketing. He later joined a company where most of his work was with retirees. There he saw how often people arrived at retirement without a plan for what came next. That experience led Carson to enter the world of financial services. His goal is to help guide his clients to reach retirement with a plan for their money.
Welcome to the team, Carson!

Join our team of industry-leading financial professionals and nationally recognized leaders who have a passion for busin...
07/31/2026

Join our team of industry-leading financial professionals and nationally recognized leaders who have a passion for business, work to the highest standards, and respect the value of teamwork. (1) Whether you are just beginning your financial career, or have an established profession, Equitable Advisors of Southern California is ready to help you take that next step.
Message us directly or follow the link below to start your journey today!
equitablesocal.com/recruiting

(1) equitablesocal.com/recruiting

Equitable Advisors of Southern California is proud to announce that Zack Allums has joined our San Diego office!Zack gre...
07/29/2026

Equitable Advisors of Southern California is proud to announce that Zack Allums has joined our San Diego office!
Zack grew up in Poway, San Diego. Graduating from Cal State Long Beach, he is passionate in building meaningful financial plans and fostering long-lasting relationships with his clients. Throughout his life, Zack has participated in leadership roles, experiences that shaped his teamwork, discipline, and commitment to excellence.
Zack believes trust is the foundation of every successful client relationship. He is committed to serving others with honesty, integrity, and loyalty while helping them navigate their financial future with confidence.
Welcome to the team, Zack!

Financial professionals and Equitable Advisors staff from across Southern California came together at Big League Dreams ...
07/27/2026

Financial professionals and Equitable Advisors staff from across Southern California came together at Big League Dreams in Chino Hills for our annual softball tournament. Our players gave it their all throughout this sweltering summer struggle, and Irvine emerged as our 2026 champions!
Congratulations to Irvine on their well-earned victory!

Address

4370 La Jolla Village Drive, Ste. 400
San Diego, CA
92122

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5:15pm

Telephone

+16195578233

Website

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