Shusterman Wealth Team

Peter I.M. Shusterman
Founder/Wealth Manager

Peter spent his childhood living in the Philippines, Japan and Germany. He received his Bachelor's degree in Finance from the University of Utah before getting his MBA in International Finance from Temple University. Then, he studied law at California Western School of Law and Western State University in San Diego. He started Shusterman Financial Services in San Diego in 1985. It was renamed Shusterman Wealth Management in 2017. Peter's passion is to help his clients accumulate, manage and preserve their family wealth. He specializes in investment portfolio design and optimization, retirement planning and advanced estate planning.

Peter is married to Karen and has two daughters, Alexa and Chelsea, whom he treasures. In his leisure time, he enjoys golf, skiing, softball, history and travel. He is proud to be a founding member of the Academy of Preferred Financial Advisors. He is also an active member of the Scripps Ranch Old Pros, the San Diego Explorers Club and is a Board Member for the Grossmont Hospital Foundation.

 

Brett Tomlinson
Financial Advisor

Brett grew up in the suburbs of Des Moines, IA. He received his Bachelor's degree in Finance from the University of Iowa. Before joining Shusterman Wealth, Brett spent time in Denver and Chicago working for large distribution companies of financial products and services. Brett has 10 years of financial services experience. Brett's humble beginnings and continuous pursuit of knowledge ensures each client's financial independence and security.

Brett enjoys the outdoors spending his down time hiking, biking and camping. He is an avid sports fan and enjoys cheering on his beloved Iowa Hawkeyes, especially during the fall months.

 

 

 

Ingrid Wurth
Client Relations

Ingrid grew up in the Midwest but  for the past 30 years has been livnig in Southern California. She moved to San Diego in 1998. She has an Associate's degree in Business Administration from Cyprus College and a Bachelor's degree in Biology from San Diego State University. She joined Shusterman Wealth in 2008.

Ingrid has four children and was an active volunteer in their school and extracurricular activities when they were younger. Now, she divides her time between a home in San Diego and a home in Joshua Tree, while pursuing her passions for ballroom dancing, hiking and traveling.

 

 

 

Daniela Robles
Director of First Impressions

Daniela grew-up in a small town just south of Fort Worth, Texas. After high school, she enlisted in the US Navy where she completed two deployments on the USS John C. Stennis. As a logistics manager, Daniela developed numerous skills and learned self-discipline while becoming a proactive and strategic thinker. During her time in the military, she became interested in business and administration. After serving for four years, she moved to San Diego to get a Bachelor's degree in Business Management from Phoenix University. Daniela joined Shusterman Wealth in 2018. 

Daniela's military experience ignited her love of travel and experiencing different cultures. She enjoys road trips and learning about history. She likes to spend her weekends exploring southern California's various hiking trails and paddle boarding.

 

 

Julie Shupe
Administrative Assistant

Julie grew up in Cherry Valley, California, and then moved to San Diego where she earned her Bachelor’s degree in Quantitative Economics and Decision Science from U.C. San Diego. Julie met her husband, Brad, while in college and the two married and moved to Orange County. Julie and Brad have two children, Austin and Allie, and love spending time with family and friends.

Brad and Julie always dreamed of moving back to San Diego. Brad’s career brought him back to San Diego at the end of 2018 and they are thrilled. Julie is scuba certified, loves cake decorating, going to comedy shows, caring for animals and crocheting.

 

 

 

 

Ingrid Wurth, Daniela Robles and Julie Shupe are not registered with SagePoint Financial, Inc.