At RED Seven, we have decades of experience helping retirement-focused investors design individualized financial plans that work. In conjunction with our plans, we build investment portfolios designed to grow in good markets and limit losses in bad ones through proprietary risk management strategies.
When you call RED Seven, you get one of these four. No call centers, no assistants screening your calls. Just people who actually know your situation.
President & Co-Founder
Jerod has spent 20+ years building relationships and portfolios with the same philosophy: protect first, grow second. A Valley Center native with a passion for building things, from companies to classic cars. He brings practical wisdom to retirement planning.
CFO & Co-Founder
John relocated to San Diego in 2000 with deep CPA experience and a mission to integrate tax strategy with wealth management. When he's not optimizing tax-deferred strategies, you'll find him cycling, running, swimming, or working out. He takes the local San Diego lifestyle seriously.
Financial Planner
Born and raised in San Diego (Escondido native), Rosario brings deep local roots and a genuine passion for helping retirees protect their life's work. When he's not planning financial futures, he's watching the Padres or working out. Always thinking about the long view.
Investment Advisor Representative
Kristina brings a unique journey from retail to ministry to financial planning, with extensive Ministry Employees Retirement Plan experience. She is passionate about helping families build secure financial futures. A devoted wife, mother, and dog lover who loves reading, photography, and piano.
For over 20 years, we've helped families in North County San Diego protect what they've built. These three principles haven't changed since day one.
The pain of losing money hurts more than gaining it feels good. We focus on limiting losses through risk managed portfolios.
You need growth to make your money last through retirement. So, we actively manage for growth with an eye on the downside of the market, and can move to 100% cash in extreme market conditions.
Investments should work toward your goals, not the other way around. We start with a plan for your taxes, insurance, and legacy then build a portfolio that makes sense.
Real testimonials from real clients, pulled straight from our Google Business Profile. RED Seven Wealth Management is a Registered Investment Adviser.
The testimonials shown on this website and RED Seven Wealth Management’s Google Business Profile reflect the individual experiences of the clients who wrote them. These testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success. No cash or non-cash compensation was provided in exchange for any testimonial. RED Seven Wealth Management is a Registered Investment Adviser.
We follow the same process with every client. We start by understanding your goals and what matters to you, then build everything around that.
We listen first. Your goals, your family, your business, what worries you, and what you want your retirement to look like.
We build a personalized plan that covers investments, taxes, insurance, estate planning, and cash flow-all working together.
We open accounts, set up your portfolio. We handle the logistics so you don't have to.
Regular check-ins, portfolio reviews, and adjustments as your life changes. You get a real person on the phone always.
