Empowering Your Financial Future
Your Path to Financial Security Starts Here
Premier Financial Services in San Diego, California
Welcome to CWAY Financial Services LLC, an independent agency affiliated with Global Financial Impact and powered by Ethos. Based in San Diego, we proudly serve clients in San Diego, Chicago, Houston, and Los Angeles.
Our mission is to equip you with the knowledge to make confident financial decisions. We believe understanding your options is key to long-term success.
What makes us unique is our personalized approach. Whether it's life insu... Read more
Financial Strategies
We offer comprehensive financial services tailored to meet your unique needs. Our specialties include life insurance retirement plans, tax-advantaged wealth accumulation strategies, fixed index annuities, business owner retirement strategies, and asset protection through qualified plan rollovers.
Our commitment to clarity and transparency ensures that you are well-informed and equipped to navigate your financial journey with ease.
From Vision to Reality
We are a family-owned business, founded by Dr. Basile Jay Siewe who is a licensed financial professional with a background in science and a passion for financial wellness. His mission has always been to help families and business owners navigate their financial futures with confidence and clarity.
Dr. Siewe’s dedication to providing personalized, transparent financial guidance reflects the core values of our business. Today, we continue to ... Read more
Comprehensive Financial Services
College Fund Planning
Effective planning helps you avoid unexpected financial burdens and provides peace of mind as your child progresses through their academic.
Executive Bonus Plan
This plan provides additional compensation to key employees and is designed to enhance their overall compensation package.
Fixed Index Annuities
Fixed index annuities offer a unique investment opportunity that combines the potential for growth with protection against market downturns.
Our blog features expert insights and practical tips on a range of topics, including retirement planning, wealth management, and tax-advantaged strategies. Whether you’re looking to enhance your understanding of financial products or seeking guidance on complex financial issues, our articles provide valuable information to support your financial journey.