Who We Are

Seawise Financial

Seawise Financial was created as a destination to help busy professionals and retirees achieve peace of mind in their financial lives so they can spend their free time pursuing what they love to do. Together we assist our clients in keeping more of what they make, partner in growing their wealth, and help them sleep at night knowing they have a path for the future they want to live.

We approach our relationships with our clients much differently than big Wall Street firms, banks, and insurance companies.  We are a fee-only fiduciary advisory firm which allows us to act in your best interest 100% of the time – we do not sell products or receive commissions.

Based in north San Diego county, we leverage the latest technology which enables us to work with clients regardless of where they are located. This ensures we can provide the advice you need on your terms – whether that is meeting us in person or virtually at almost any time of the day.

We take pride in helping our clients make smart financial decisions without relying on financial jargon or complex solutions. This allows them to enjoy the freedom, confidence, and piece of mind knowing they are on a good path to financial success both today and in the future.

We hold ourselves to a higher standard. As a fiduciary, we act in your best interest 100% of the time.

Timothy KenneyFounder

Meet our Founder – Timothy Kenney, CFP® 

Hi!  I founded Seawise Financial in 2018 after over 20 years of industry experience as a bond trader, portfolio manager, and financial advisor.  Ultimately, after years of working for big investment banks and insurance companies, I wanted to combine the knowledge and expertise learned at those firms with the flexibility and transparency of an independent advisory firm.  

I have been featured in such publications as CNN, Fox Business, and Investors Business Daily and have been a guest contributor to The Street. 

I am a member of various professional organizations including:

CERTIFIED FINANCIAL PLANNER™

NAPFA

XY Planning

Fee Only Network

I am a native San Diegan and love living and working in my local community of Cardiff by the Sea. I am a member and supporter of the USD Alumni Association, The Cardiff 101 Chamber, and the Cardiff Surf Club.  When I’m not working, you can find me surfing the waves in and around Cardiff and Encinitas, frequenting the local restaurants in town with my wife Jenna and 2 dogs, and supporting live music.

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