Becki Sutton, MBA, CFA, CFP®

Becki is the Senior Portfolio Manager and a Senior Wealth Advisor of WFA San Diego. She is responsible for the strategic and tactical asset allocation as well as investment selection of client’s accounts. Becki’s role also includes working with clients to help them with their financial planning needs. She also sits on the investment committee at WFA San Diego.

Prior to WFA San Diego, Becki was a Portfolio Manager and Lead Advisor for Financial Sense Wealth Management. There she managed the investment models and was a member of the investment committee. In addition, she served client’s needs that included portfolio reviews and financial planning. Before joining Financial Sense, Becki was a Portfolio Manager and Team Leader for Brandes Investment Partners, L.P. where she developed and presented strategic direction of the International Portfolio to the investment committee. She also managed client portfolios, provided insights and interpretation of the firm’s investment strategy to clients and their advisors.

Becki earned her MBA in Finance from the University of San Diego and a Bachelor of Science in Finance from San Diego State University. She is a Chartered Financial Analyst and Certified Financial Planner™. She has over 30 years of experience in the industry.

Becki has lived in San Diego most of her life and lives in Point Loma with her husband. She enjoys being outside, reading and travelling.