16516 Bernardo Center Drive
The aviation term "CAVU" means Ceiling and Visibility Unlimited, the perfect day to fly. At CAVU Wealth Management we help clients create a financial flight plan to reach their retirement destination, while maintaining the flexibility to navigate around turbulent and unforeseen circumstances - helping clients find their CAVU days.
Led by Michael Wynns, Daniel Gomes and Cheryl Seifert, the firm has two office locations: San Diego, California; and Hayden, Idaho. Our team serves over 200 families across the United States with financial planning, investment and insurance management services.
The firm also provides resources for business owners, employers and 401k plan sponsors to assist in managing their corporate retirement plans. Our aim is to keep participant costs in check while offering a robust selection of investment choices that allows participants to truly personalize their retirement savings plans to fit their life goals.
The firm consists of multiple advisors/planners, assisting our clients who are professionals, retirees, business owners, corporate executives and more. Most of our new clients come to us as referrals from existing clients. We are extremely proud of that and strive to earn our clients' trust and confidence daily. Our team is 100% focused on what's best for our clients, providing customized strategies with their values, goals and priorities at the core of every recommendation.
With over 100 years of combined financial services experience and a commitment to quality and service, our mission is to leverage our skills and expertise to enrich the lives of each and every client we are privileged to serve. We look forward to the opportunity to serve you!