Well-Traveled Wealth

Well-Traveled Wealth If you are motivated to truly own your financial life and have a desire to understand what your mone

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Well-Traveled Wealth is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor Kestra AS provide tax or legal advice.finra.org/sipc.org

This website is published for residents of the

United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact our Compliance Department at 844-553-7872. Investor Disclosures

https://www.kestrafinancial.com/disclosures

Behind the scenes. Beyond the paperwork. 🔎Today, Marco, our compliance officer, joined us for our annual in-office compl...
09/02/2026

Behind the scenes. Beyond the paperwork. 🔎

Today, Marco, our compliance officer, joined us for our annual in-office compliance audit — reviewing our books and records to ensure we’re following regulations and maintaining the highest standards for our clients. You may not always see the work that goes into protecting your privacy, rights, and best interests — but it’s happening every day. Because compliance isn’t just a requirement. It’s part of how we protect the trust you place in us. 🤝

Six years of being an important part of our journey — and helping make the journey better for so many others. Grateful f...
08/10/2026

Six years of being an important part of our journey — and helping make the journey better for so many others. Grateful for you, Emily! 🤍

Every year reminds investors of the same lesson:The market doesn't move in a straight line.There will always be headlin...
08/07/2026

Every year reminds investors of the same lesson:

The market doesn't move in a straight line.
There will always be headlines that make investing feel uncomfortable.

Interest rates.📈
Politics. 🏛️
Tariffs. 💵
Recession fears. ⚠️
Geopolitical events. 🌎

But successful investors rarely win because they predict the next headline.

They win because they stay invested through them.

A financial plan should help you make fewer emotional decisions—not more.

If your portfolio only works when markets are calm...
it probably isn't built for real life.

Question:

What has been the biggest financial headline you've heard this year? 🤔

The headlines have been nonstop this year—from inflation and interest rates to market volatility and global events. 📰Joi...
07/22/2026

The headlines have been nonstop this year—from inflation and interest rates to market volatility and global events. 📰

Join us on Monday, July 27, for our Q2 Market Update Webinar, where Kara Murphy and Todd Beckmann will discuss what’s happening in today’s markets, what it means
for investors, and the themes they’re watching for the second half of the year. 📈📉

This isn’t about predicting the future—it’s about understanding the current environment and staying focused on your long-term plan. 🧭

Reserve your spot here: https://forms.gle/RWWzbex3yUriKDJz5 ✨

The headlines never stop—but not every headline deserves your attention. Join Todd Beckmann and Kara Murphy, Chief Inves...
07/20/2026

The headlines never stop—but not every headline deserves your attention. Join Todd Beckmann and Kara Murphy, Chief Investment Officer at Kestra Investment Management, for a discussion of the latest market and economic trends, what they may mean for investors, and what to watch in the months ahead.

The webinar will conclude with a live Q&A. Please complete the form here: https://lnkd.in/gVejPFBn to RSVP. We will send a Zoom link to the email address you provide, so please be on the lookout for it!

You can make a great income and still never feel financially free. Many successful people assume that earning more autom...
07/16/2026

You can make a great income and still never feel financially free.

Many successful people assume that earning more automatically leads to building wealth.

It doesn’t.

One of the biggest mistakes we see is this:
As income increases...
so do expenses.
A bigger home. 🏡
A nicer car. 🚙
More subscriptions. 📰
More obligations. 📆
Before long, you’re making twice as much—but your lifestyle requires twice as much too.

True financial freedom doesn’t come from earning more.
It comes from creating enough margin that your money starts working harder than you do.

The goal isn’t simply to become wealthier.

It’s to have choices.
More time. 🕰️
More experiences.🛫
More flexibility. 💪🏼

That’s the kind of financial plan we help people build.

What’s one expense you’ve added over the last five years that hasn’t actually improved your life? 💭🤔

To all the dads helping their families build lives filled with purpose, memories, and adventure—Happy Father’s Day.A spe...
06/21/2026

To all the dads helping their families build lives filled with purpose, memories, and adventure—Happy Father’s Day.

A special Father’s Day wish to our co- founder, Todd, whose commitment to living a life aligned with what matters most inspires both our team and the families we serve.

Seven years of commitment, growth, and the kind of work that leaves a lasting impression.Through every conversation, con...
05/20/2026

Seven years of commitment, growth, and the kind of work that leaves a lasting impression.

Through every conversation, connection, and client experience, Claudia and Arlene continue to reflect the values that matter most to our team. Their consistency and dedication over the years have helped shape not only results, but relationships that last.

Cheers to seven years — and to everything still ahead!! 🎉

Happy Mother’s Day to all the incredible moms out there — thank you for the love, strength, patience, and care you bring...
05/10/2026

Happy Mother’s Day to all the incredible moms out there — thank you for the love, strength, patience, and care you bring into every space you’re in. 🌷

A special shoutout to our office moms, Yesenia and Emily, for everything you do both inside and outside the workplace. Your dedication, kindness, and support help keep our team going every day, and we appreciate you tremendously.

Wishing all mothers, grandmothers, stepmoms, and mother figures a beautiful and well-deserved Mother’s Day! 💕

Address

San Diego, CA
92122

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Telephone

+18588800356

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