For over 20 years, many families in San Diego and other cities have chosen JKL Wealth Management as their trusted financial advisor. With multiple accolades and achievements (see Press section), JKL Wealth Management has become one of the most trusted firms in San Diego.
You can be assured that your experience with JKL Wealth Management will be personal and unique, every time. Our approach goes beyond financial planning and depends greatly on strong relationships with our clients. Each client is different, so a strong relationship is crucial for developing a successful financial plan. We take the time to get to know each of our clients, learn about their personal lives and financial goals.
John Lohrenz, President of JKL Wealth Management
John Lohrenz founded JKL Wealth Management in 2009 with the goal of providing guidance to families so they can work to establish lifetime income and manage their multi-generational wealth to pass on their legacy to new generations.
Prior to founding his own company, John started his career with Shearson Lehman Brothers in the early ’90s and then joined Merrill Lynch for 15 years. His tenure as Vice President and Manager of the UTC office at Merrill Lynch was highlighted by being named “Manager of the Year” for the U.S. in 2006 for all U.S. offices with 13 or more advisors (based on revenue, assets and headcount growth).
Rayna Gomes, Office Manager and Family Advocate
Rayna Gomes received her Finance degree from Morgan State University in Baltimore, MD. In 2006, she joined Merrill Lynch corporate offices in Hopewell, NJ as a New Account Representative. She later moved to San Diego where John recruited her to join him as a Client Associate in the University Towne Center office of Merrill Lynch.
Rayna is the Office Manager and Family Advocate for JKL Wealth Management. Our families will have the advantage of working with Rayna personally in their financial affairs. Rayna is deeply involved and is a go-to resource in making our client’s financial lives easier. She takes the initiative to do all the heavy lifting on administrative issues and technology implementation for the families we work with. Rayna helps families sort through any complications they may have in their financial affairs and make any changes as seamless on their end as possible.