Founder, CEO, CIO, Financial Advisor
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.
Senior Portfolio Manager
Giri Krishnan joins Koa Wealth Management as a Senior Portfolio Manager that will work jointly with Michael, Koa’s CEO, to spearhead the firm’s investment management functions. Giri has over 15 years of experience spanning reputed Wealth Management & Asset Management firms, including Calamos Investments, Credit Suisse Securities, Morningstar and most recently a fast-growing RIA in San Diego, holding progressively more responsible roles leading up to a Senior Portfolio Manager. Over that time frame, Giri’s responsibilities included authoring economic/market outlooks, building/managing multi-asset-class investment portfolios, researching/selecting public investment managers/alternative investments, managing equity portfolios, devising custom options overlay & ESG strategies and communicating investment views to institutional/high-net-worth clients. Giri holds an MBA from the University of Chicago Booth School of Business as well as an M.S. in Computer Science from Kansas State University (yes, Giri is a recovering engineer with a passion for investing). Giri lives in San Diego with his wife (a lifelong Lakers fan) and two children, both of whom love to travel, read voraciously and explore local food joints.
CERTIFIED FINANCIAL PLANNER™
As Koa Wealth Management’s lead CERTIFIED FINANCIAL PLANNER™, Chad Williamson assists with the firm’s eMoney technology platform. Chad graduated from San Diego State University with a Degree in Economics and was the Vice President of SDSU’s Financial Planning Association. Chad joins Koa Wealth Management from the Wealth Consulting Group, a local RIA, where he served in a critical role as a Paraplanner. He now supports our team in addressing strategies that can help our clients with retirement planning, education funding, estate conservation, and many other needs. In his free time, Chad enjoys traveling abroad with his friends, playing beach games, and discovering local food haunts in San Diego.
Senior Client Service Administrator
Jen is Koa’s Senior Client Service Administrator. As the Senior Client Service Administrator, she provides relationship management, as well as operational and administrative support for our team. Prior to joining Koa Wealth Management, Jen worked at several National wirehouses over the span of 20 years in a diverse range of roles from support to management. In her free time, she enjoys cooking with her husband and chasing after their 3 dogs. Jen has lived in North County San Diego for over 25 years, and currently resides in Oceanside with her husband and son.
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.