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
Michael Souza
Founder, CEO, Chief Investment Officer and Financial Advisor
Koa Wealth Management
United States, California, San Diego County
About Me
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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