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Pinnacle Private Advisors provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Dynamic Wealth Advisors Pinnacle Private Advisors is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.
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Sonny Rai and David Wu are both licensed insurance agents and offer Insurance products, this is considered an outside business activity and is separate and apart from his activities as an investment advisor representative with Dynamic Wealth Advisors.
Sonny Rai, David Wu, and Tim Garretson are Investment Advisor Representative with Dynamic Wealth Advisors dba Pinnacle Private Advisors. All investment advisory services are offered through Dynamic Wealth Advisors. You can learn more about us by reading our ADV. You can get your copy on the Securities and Exchange Commission website. See https://adviserinfo.sec.gov/IAPD by searching under crd #151367. You can contact us if you would like to receive a copy.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Satellite Main Office Location
Satellite Office Location
600 West Broadway
Suite #700
Suite #700
San Diego, CA 92101
Satellite Office Location
11440 West Bernardo Court
Suite #300
San Diego, CA, 92127
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Copyright 2022 – Pinnacle Private Advisors