CONNECT

Address:

16935 W. Bernardo Dr., Suite 223
San Diego, CA 92127

Phone:

858-676-3300

Fax/Other:

858-676-3308

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.

 

 

 

Ryan Sladich
Operations Manager/Registered Assistant

Ryan is a native Californian. He received his Bachelor's degree in Marketing from San Diego State University. Prior to joining Shusterman Wealth in 2018, Ryan gained valuable industry experience working with two large broker dealers managing several large relationships and assisting with the day-to-day operations. He also has expertise in financial compliance. Ryan has been working in the financial industry since 2010 and always strives to provide best in class client service.

Ryan is married to Jenny and has two daughters, Katherine and Charlotte. He is a huge baseball fan and enjoys hiking and golfing in his free time.

 

 

 

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.

 

 

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

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck