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, tennis, softball, bowling, 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 Rancho Bernardo Rotary Club, Scripps Ranch Old Pros, the San Diego Explorers Club and is a member of the Finance Committee 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.

 

Ericka Ward
Operations Manager/Registered Assistant

Ericka was raised in Moreno Valley, California.  She received a Bachelor's degree in Finance from Oakwood University in Huntsville, Alabama. She got her Master's degree in Financial & Tax Planning from San Diego State University. Ericka is a licensed Notary. She began working at Shusterman Wealth  in 2003 as the Operations Manager and Client Liaison.

Ericka is blessed with one amazing son that she absolutely adores. She is an active member of her church and community and loves spending time outdoors with her family and friends. 

 

 

Deborah Callahan
Director of First Impressions

Deborah is a native Californian. While raising her three boys, she received a Bachelor's degree from Azusa Pacific University in Organization Leadership. After she graduated, she got her Masters in International Business from Alliant International University. Deborah has more than ten years of client relations experience.

 In the past, Deborah lead a team in Uganda to help build a home for AIDS orphans, volunteered with the San Diego Chapter of the American Marketing Association and served on the governance board of her children's school. During her spare time she enjoys photography, traveling, shopping and spending time with her family. 

 

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.

 

 

Deborah Callahan and Ingrid Wurth are not registered with SagePoint Financial, Inc.