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® 

2021 marks my 22nd year of experience providing financial planning and portfolio design for families and business owners. I started in the industry as a bond trader and became the Senior Fixed Income Trader for LPL Financial in La Jolla, CA helping financial advisors and their clients construct and review their fixed income portfolios. While that was an invaluable experience, I knew I wanted to do something to help families in reaching their financial goals.

I transitioned to working for teams at Wells Fargo Advisors and UBS as both a portfolio manager and financial planner which helped me gain a better understanding the challenges families face in gaining control over their financial future and ways to help them. I also spent time at USAA Financial Advisors where I was a Wealth Manager for current and former military service members.

I have lived in San Diego virtually my whole life and earned a bachelor’s degree in business administration from the University of San Diego. I am an avid surfer and have traveled to areas such as Central America, the Caribbean, the South Pacific and Indonesia in search of waves. I also enjoy reading, music and watching local sports teams. My wife Jenna and I live in Cardiff-by-the-Sea with our two dogs.

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