Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

4540 Kearny Villa Road, Suite 202, San Diego, CA 92123

jtansey@adventfinancialservices.com

Home
About Us
Resource Center
Tools
- Glossary
- Tax Resources
Events
Contact

Valerie Thatcher

Administrative Assistant

858-654-1025

888-515-2009

vthatcher@adventfinancialservices.com

Contact

Office: 858-654-1025

Office: 858-654-1024

Fax: 888-515-2009

4540 Kearny Villa Road

Suite 202

San Diego, CA 92123

CA License #: 0D02978

jtansey@adventfinancialservices.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Securities and investment advisory services offered through Osaic Wealth, Inc., Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.