Spinnaker Investment Group

Spinnaker Investment Group


Financial Services Investment Services Insurance Insurance-Medicare Wealth Management Insurance- Life Financial Advisors-Consultants Insurance- Health Insurance- Long Term Health Care


Spinnaker Investment Group is the premier financial planning firm in Southern California. Through our diverse array of expertise, financial managers and portfolios, we are able to help each client to gain the financial independence and earnings that they need. At Spinnaker, we believe in goal-based investing and portfolio vigilance.


Mr. Joseph Stapleton

Jackie Adler

Mr. Morgan Christen

Ms. Nicole Naughton
Portfolio Administrator

Ms. Jaril Tudio
Investment/Insurance Consultant

Anika Wilson

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