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Moon Wealth Management

Moon Wealth Management is a family-owned multi-generational financial planning practice located in San Diego, California. Together our team has over 40 years of experience, but that’s not what makes us unique.  What sets us apart is our planning process and attention to detail.  Our holistic approach to financial planning helps ensure that all aspects of your financial life are full integrated and that you’re taking advantage of all potential planning opportunities.   Through our association with Lincoln Financial Advisors, clients benefit from the resources of a Fortune 500 company coupled with the personal attention of a small practice.   

The representatives of Moon Wealth Management are registered with Lincoln Financial Advisors. Michael and Julia Moon are affiliated with Sagemark Consulting, which is a division of Lincoln Financial Advisors Corp (LFA). LFA falls under the umbrella of Lincoln Financial Group; the marketing name for which Lincoln National Corporation (NYSE: LNC) operates.

LNC traces its roots back to 1905 and operates through the creed of "Serving Clients First, Last and Always℠.”