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Highly Trained, Skilled and Dedicated team of professionals 

Meet Our Team

Our Purpose

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals,

we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

The Team













Dustin TenBroeck, CFP®

President
Dustin@presidiocm.com
About Dustin













Lindsey Head

CFO/COO
Lindsey@presidiocm.com
About Lindsey













Heather Berezansky

Director of Operations
HeatherB@presidiocm.com
About Heather B.











Dave Chenet, CFA, CAIA®

Director of Wealth Management
dchenet@presidiocm.com
About Dave













Rielle Sanidad

Executive Associate Wealth Manager
Rielle@presidiocm.com
About Rielle













Ryan Framrose

Operations Assistant
Ryan@presidiocm.com
About Ryan














Joe Stella, CFP®, CEPA®, MBA

Wealth Manager
joe@presidiocm.com
About Joe













Blake Feindel

Wealth Manager
Blake@presidiocm.com
About Blake













Heather TenBroeck

Director of Client Relations
Heather@presidiocm.com
About Heather














Matthew Vallebo, CFP®, AIF®

Wealth Manager
Mvallebo@presidiocm.com
About Matt













Megan Howard

Operations Assistant
Megan@presidiocm.com
About Megan

What Our Clients Say About Us

Client Testimonials

“Thank you so much for taking the time to speak at the conference. The guidance and examples that you provided were extremely enlightening. Thank You Again!"
Jack S.Client
“PCM, Thank you for sharing your knowledge and wisdom with me. You have opened my mind to endless financial wealth and I just felt the need to personally write you. You are a blessing to Promise2Kids as well. May your team continue to surpass all of your goals."
Jasmine Y.Client
“Matt has provided excellent service and we are very happy with him as well as the team as a whole. IT'S JUST MATH!"
Frans & Karen VClient
"WOW! What a great Team of knowledable Wealth Creators! As a Real Estate Investor and a small Business Owner, I am very impressed with Dustin and his Associates. I really enjoyed Dustin taking the time to explain different investing techniques and the risks or lack of risks associated with each strategy . They were able to customize my retirement plan. I am so happy that Presido Capital is the CFO of my Assets!!!
Danyel BClient
"The president and founder, Dustin TenBroeck provided great insight on saving and investing during the Loan Signing System conference! I'm looking forward to working with PCM in the very near future!
Jamie ZFuture Client

You Deserve The Best For Your Financial Freedom!

Schedule A Consultation

Financial Freedom is in your Future!

Main Office

  • 12626 High Bluff Drive Suite 150 San Diego, CA 92130
  • (858) 461-4959
  • info@presidiocm.com

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PCM Market In A Snap!

Ⓒ 2023 - Presidio Capital Management LLC. All Rights Are Reserved

Presidio Capital Management is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Presidio Capital Management and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Presidio Capital Management unless a client service agreement is in place.