North Star Resource Group – San Diego

5075 Shoreham Pl
Suite 260
San Diego, CA 92122

619.350.8900

5075 Shoreham Pl
Suite 260
San Diego, CA 92122

619.350.8900

Your complete financial strategy in one place

No one financial strategy is universal. We offer comprehensive services so you can select the products and services that matter most to you and your family.

Financial advisors

Grace B. Torres Kilpatrick, CEPA®

Regional Director | Branch Manager | Senior Financial Advisor

858.688.3047
San Diego, CA

Grace has spent over a decade in wealth management. She is a dedicated financial advisor who is emotionally intelligent about delicate life transitions that can arise during the wealth management process. She prides herself on taking the time to discuss complex concepts clearly. She describes herself as a lifelong learner and encourages academics.

Advisor Profile

Zachary MacDougall, CFP®, ChFC®

Partner and Financial Advisor

860.705.4535
San Diego, CA

Zach is a financial advisor and partner with North Star Resource Group. He runs an office branch located in San Diego and has clients in 19 states nationwide.

Advisor Profile

Toney Cuellar, CFP®

Financial Planner

619.350.8909
San Diego, CA

Toney started her practice in Texas in 2015 and became based in California when she expanded it nationwide in 2018. Since expanding, she intentionally focused on fee-based financial planning where she upholds the fiduciary standard and works with her clients in the six areas of financial planning.

Advisor Profile

Mikaela Doe

Financial Advisor

714.336.3718
San Diego, CA

Mikaela Doe is a financial advisor based in North Star’s San Diego office. Mikaela works largely with medical and engineering professionals, focusing on providing individuals and families with the tools they need to become financially secure and pass good habits on to the next generation.

Advisor Profile

Kyle Standafer

Financial Advisor

619.637.0797
San Diego, CA

Kyle Standafer is a financial advisor based out of San Diego, CA. North Star Resource Group has been around since 1908 and is one of the nation’s oldest and largest privately-held independent financial advising firms with over $12 billion of client assets entrusted to them.

Advisor Profile

Jackson Cusick

Financial Advisor

619.987.2306
San Diego, CA

Jackson provides complete financial plans that avoid being a “one-size-fits-all” solution. Because, the truth is, there is no “one-size-fits-all” life.

Advisor Profile

Adam Jacobs, CRPC®

Financial Advisor

619.971.4191
San Diego, CA

As a Wealth Management Advisor based in San Diego, Adam provides comprehensive financial guidance for business owners, professionals, and their families to build and protect their wealth and leave the legacy they want.

 

Advisor Profile

Emmett Kearney, CRPC®, EA

Financial Advisor

619.350.8919
San Diego, CA

As a financial advisor, I specialize in crafting investment plans, managing risk, and developing robust retirement solutions for my clients. I enjoy working with individuals and businesses in the biotechnology and medical industries as I help them simplify their financial decisions. Using my passion for numbers and a drive to help others navigate the complexities of finance, I aim to be my clients’ trusted financial guide.

Advisor Profile

Reed Romo

Financial Advisor

949.599.4717
San Diego, CA

With a deep-seated dedication to guiding individuals toward financial success, Reed provides comprehensive financial advice.

Advisor Profile
San Diego, CA

Sal employs an unshakeable passion for helping others to provide a high level of service to each client he works with. He enjoys helping young families and newly married couples sort out their financial affairs and pursue their goals, and he believes that making careful choices during crucial life transitions is paramount to one’s future financial success.

Advisor Profile

Recruiting and development

Grace B. Torres Kilpatrick, CEPA®
Grace B. Torres Kilpatrick, CEPA®

Associate Vice President, Advisor Development

Eliot Searls
Eliot Searls

Senior Director Experienced Advisor Recruiting

Tony Ross
Tony Ross

Professional Development Growth Officer

Lauren Tompkins, CFP®
Lauren Tompkins, CFP®

Professional Development Growth Officer

Chelsie Brakke
Chelsie Brakke

Senior Professional Development Growth Officer

Elizabeth Kult
Elizabeth Kult

National Recruiting Specialist

Get in touch with us