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Call Your Southern California SmartVestor Pro's at 760.978.7272

The Dave Ramsey SmartVestor program is a network of financial advisors whom Dave and his team have chosen to partner with based on integrity, professionalism, and experience. Shawn Manuel and our team at Strategic Wealth are pleased to serve as your Dave Ramsey SmartVestor Professional in Southern California. Our Financial Planners, Rodney Graham and Shawn Manuel, have the heart of a teacher, not the attitude of a salesman. 

Strategic Wealth combines the personal touch of an experienced financial planner with state-of-the-art technology to offer you an unparalleled experience. We are excited to learn more about you, your family, and what you are seeking to accomplish. We look forward to discussing your goals and working together to create a plan to help you achieve them.  

We have included an introduction to both Rodney and Shawn below. Please contact us at your convenience to schedule an appointment. You can call us anytime at 760.978.7272 or click the button below to schedule a time for us to call you.

<strong>Rodney Graham, Financial Planner</strong>

Rodney Graham, Financial Planner

Rodney started his career in the financial services industry in 1998 and is now a licensed financial planner serving Southern California. Rodney's experience includes insurance, investments, financial planning, and over 10 years of leading highly successful teams as the manager of a bank.

Rodney and his wife, Krissy, live in the coastal town of Oceanside, CA in North San Diego County. They believe you should live where you love and they love Southern California! They enjoy living near the water and take advantage of everything it has to offer from long walks on the beach collecting seashells to surfing, scuba diving, and sailing/boating. When on land, Rodney enjoys cycling, photography, and mentally stimulating games such as poker and chess. They recently became foster parents and now share their sense of adventure with two amazing girls.

Over the years, Rodney has volunteered his time and skills to several community service organizations and currently sits on the board of directors at EndAlz.org.

<strong>Shawn Manuel, Financial Planner</strong>

Shawn Manuel, Financial Planner

Shawn is a licensed financial planner, and founder of Strategic Wealth Inc, currently serving clients across 21 states from beautiful Lake of the Ozarks, MO.  He has 21 years of financial services experience, including bank management, insurance, investments & financial planning.  Shawn primarily works with individuals who are looking to accelerate the growth of their wealth and mitigate risk while having an advisor at the helm coordinating their planning alongside their other trusted advisors, CPAs & attorneys.  He believes we are in the “service” business, that communication is the key to great relationships, and that we always should seek to promise low, and deliver high. 

Shawn, his wife Erin of 25 years, and their four daughters have lived at Lake of the Ozarks for the past 14 years, where he currently serves on the Morgan County R2 School Board, Habitat for Humanity of Morgan County Board, Morgan County Health Center Board, Woodbury Presidents Advisory Council, Woodbury Community Service Award Committee Chair, and teaches Financial Peace University.  When Shawn isn't working, he enjoys doing anything outdoors, especially with his girls and their labradoodle, Clarke!

Not sure where to start? Just give us a call at 760.978.7272 and we will point you in the right direction.

Schedule time with Shawn