Sovran Advisors

Overview

Sovran Advisors is a financial advisory firm based in San Diego, California, offering investment management and financial planning services to clients. The firm provides a comprehensive suite of services tailored to meet individual needs, including investments, retirement planning, and insurance solutions. They specialize in diverse investment options, such as bonds, common stocks, and various IRA types, including Educational, Traditional, Roth, SEP, and SIMPLE IRAs. Their brokerage accounts offer access to treasury bills, government securities, and variable annuities. Sovran Advisors operates under the rigorous oversight of the U.S. Securities and Exchange Commission (SEC), ensuring that investments are protected by the highest standards of compliance and transparency. They partner with custodians like Charles Schwab & Co., Inc. and Cetera Investment Services LLC to provide clients with a range of custodial solutions. The firm's approach combines cutting-edge technology with personalized service, aiming to help clients achieve financial independence and live life fully. The firm's leadership team includes CEO and Managing Partner Paul Justin, President and Managing Partner Jeremy Martinson, Chief Technology & Innovation Officer Joseph Brocato, Chief Compliance Officer Elizabeth Espinoza, Partner Leilani Llacuna, Partner Samantha Jackson, Technology Specialist Brad Guttentag, and Firm Controller Robert Livingston. Each member brings a wealth of experience and expertise to the firm, contributing to its mission of delivering innovative financial advice and wealth management services.