San Diego, CA — September 30, 2025 — Kaiyo Wealth, a leading wealth management and financial planning firm, today announced the acquisition of Personal Financial Management (PFM), a well-established financial planning practice based in Coronado, California.
This strategic acquisition reflects Kaiyo Wealth’s commitment to growth and innovation in the financial planning profession. By combining resources, technology, and expertise, the firm aims to strengthen its service offerings for clients while broadening its footprint across the San Diego region.
“PFM has a long history of delivering high-quality financial planning and investment management to clients in Coronado and beyond,” said Jeremy Kovacevich, Partner at Kaiyo Wealth. “This acquisition aligns with our vision of growth through collaboration, while continuing to prioritize the client-first approach that defines both of our practices.”
PFM’s clients will benefit from access to enhanced planning resources, expanded investment capabilities, and the depth of a larger, multi-advisor firm. The acquisition also supports Kaiyo Wealth’s broader strategy of expanding its role as a leading independent financial planning firm in California.
For more information about Kaiyo Wealth, please visit www.kaiyowealth.com.