Our Financial Advisors
Michael Souza
Founder, CEO, CIO
Michael Souza is Koa Wealth Management’s founder, Chief Executive Officer, and Chief Investment Officer. Born with a natural instinct to protect others, Michael chose the Hawaiian word Koa to represent his firm as a testament to the Koa warriors and their legacy of being brave, bold, and fearless. Michael began his career in financial services at UBS PaineWebber, graduating from the firm’s Financial Advisory Training Program and eventually attaining the Title of Vice President. After leaving UBS, Michael became a Senior Vice President and Portfolio Management Director at Morgan Stanley where he was consistently recognized by the firm as one its top advisors in San Diego County. Michael was a two-sport All-American at Punahou School in Honolulu, HI and he received his B.A. in Political Science with a Minor in Business from Northwestern University in Evanston, IL. Previous to joining the world of finance, Michael played professional football for the Indianapolis Colts. He now resides in Olivenhain, CA with his family.
Our Certified Financial Planners ®
Arley Gonzalez, CFP®
Certified Financial Planner®
Arley Gonzalez is a Certified Financial Planner® who started with Koa in 2024. Arley is dedicated to helping others identify and achieve their financial goals. He joins KOA with 5 years of Financial Planning experience having worked at another San Diego firm who specialized serving high net worth families. Prior to beginning his Financial Planning career, Arley served in the US Navy for 6 years as a Helicopter Search and Rescue Crewman. After his successful Naval career, Arley completed his Bachelor of Science degree in Financial Services from San Diego State University while at the same time completing a Certificate in Personal Financial Planning. Shortly after graduating from SDSU, he broadened his financial planning expertise and earned his Certified Financial Planner designation. In his free time, Arley enjoys playing basketball, running, and spending time with his wife exploring San Diego’s many great restaurants.
Charles Block
Certified Financial Planner®
Charles Block is a Certified Financial Planner ® who started with Koa in October 2022. Charles embraces the richness of life’s experiences to help individuals and families to see a path to building wealth so that they can live their best lives. At Churchill Management Group, Charles served as VP of Financial Panning, where he provided comprehensive financial planning for high net worth individuals and families. Previously, at Fisher Investments, Charles was part of pioneering teams for financial planning and life planning. While at Fisher Investment, Charles earned Certified Estate Planner® and Certified Senior Advisor® designations. Charles has an MS in Public Policy and Management from the New School, an MBA in Finance from Fordham University and a BA in Mathematics from Hobart College; and earned a Black Belt in Tae Kwon Do, while continuing to foster an interest in internal martial arts and meditation. Charles and his wife live in Nyack, NY where they enjoy the natural beauty of the Hudson Valley.
Our Operations Team
Tonya Heath-Andrioni
Client Service Associate
Tonya Heath-Andrioni is part of the Operations Team at Koa Wealth Management. She brings to the team over 20 years of experience as a Client Service Associate. Tonya began her career at Merrill Lynch in Washington, DC as a sales assistant and eventually became the supervisor over all the client service associates. She was then given the opportunity to move to sunny San Diego and joined Morgan Stanley as an executive assistant to the Managing Director. She joins Koa after taking some time off for family and resides in Oceanside, CA with her husband and son.
Leslie Hollister
Client Service Associate
Leslie Hollister has over 30 years of professional office and administrative experience. She started her career as a receptionist at a Surety Bond Company and worked her way up to become the assistant to the CFO. After working in the private sector for 12 years, she joined the public sector and worked for two Southern California City Governments for 18 years. After retiring briefly to spend time with family, Leslie acquired her Notary Public and now joins Koa as a Client Service Associate. In her free time, she loves spending time with family, especially her grandson.
Jaymye Souza
Client Service Associate & Director of Marketing
Jaymye joins Koa Wealth Management as its Marketing Associate. Before joining Koa, she worked for Nativity Prep Academy & The Boys & Girls Clubs of San Dieguito in event planning and development. Jaymye assists the team with all its public facing marketing and events. In her free time, she enjoys fitness activities and quality time with her family. Jaymye grew up in Oceanside, CA and currently resides in Encinitas with her family.