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Michael Souza

Founder, CEO, Chief Investment Officer and Financial Advisor

Koa Wealth Management

United States, California, San Diego County

About Me

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 wa

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Profile Information

Founder, CEO, Chief Investment Officer and Financial Advisor

Koa Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

San Diego County

California

United States

Jul 18, 2025

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