Vari Investor Services

La Jolla’s Most Established Fee-Only Investment Firm

We have been providing financial planning and investment management services in La Jolla since 1967. Our staff has over 60 years of combined experience in providing our clients with individualized programs to help them accomplish their long term financial objectives.

Neither Vari nor any of its employees has any connection with brokerage firms or insurance companies. We operate completely on a fee basis with our clients.

You will find a complete list of services offered as well as biographies of our employees. We have included a detailed discussion of our investment philosophy.

Vari Investor Services, Inc., is licensed in California as a Registered Investment Adviser, and prior to conducting business in any other state, Vari Investor Services, Inc., will ensure that all licensing requirements are met or that an exemption from licensing is met.

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Vari Investor Services Inc