Contact us to see how you can receive your complimentary copy of our book by phone, email or filling out our form!
Contact us to see how you can receive your complimentary copy of our book by phone, email or filling out our form!
To elevate your investment management and financial planning experience, we’ve partnered with Gradient Investments, LLC — a highly regarded, privately owned, SEC-registered investment advisor. Gradient Investments supports financial advisors nationwide, delivering professional money management services, investment research and strategy, and portfolio support based on your unique objectives. Through this partnership, we’re able to offer you innovative strategies and personalized retirement planning services. Please be advised that Gradient Investments, LLC, and SRS Wealth Management operate independently.
*This endorsement of Gradient Investments, LLC, (GI) and its portfolio management services is provided by the firm. The firm refers clients to GI for portfolio management services. GI does not pay separate compensation to the firm in relation to its endorsement or any promotional services. However, the firm receives a portion of the advisory fees paid by clients who utilize the portfolio management services of GI. The firm also shares in the revenue of GI via quarterly payments based on the amount of total assets the firm places with GI. This endorsement incentivizes the firm in increasing the assets placed with GI, and therefore the compensation received by the firm. The firm and its investment advisor representatives are not supervised by GI. While these conflicts of interest exist, the firm and its investment advisor representatives are subject to fiduciary duty and must act in the best interests of their clients. The firm and their clients are not required to use GI and may select other investment managers.
As the President and CEO of SRS Wealth Management, LLC, David Nagy brings over 35 years of experience in the financial services industry. With a deep understanding of the complex challenges facing those nearing or in retirement, David has built a reputation for delivering customized financial strategies that empower clients to achieve their financial goals.
David collaborates closely with a network of strategic partners, including analysts, CFPs, and CFAs, who utilize a defined process, and advanced technology to help craft personalized financial plans. These plans are designed to help clients accumulate wealth and secure a reliable retirement income, tailored to their unique needs and aspirations.
Founding SRS Wealth Management, LLC as a Registered Investment Advisor firm, David’s mission is to provide financial services to clients across all income levels. His passion for education and client empowerment is the cornerstone of his success, ensuring that every client fully understands and feels confident in their financial journey.
A survivor of Hodgkin’s Lymphoma, David is deeply committed to helping others plan for a secure future, with a special emphasis on protecting families through comprehensive health insurance, life insurance, and estate planning solutions. His personal experience has instilled in him a profound dedication to preparing for life’s uncertainties.
Beyond his professional achievements, David lives life with enthusiasm and vigor. An avid sportsman, his past includes teaching skydiving for nearly a decade and winning the West Coast Championship in Dodge Viper racing for two consecutive years, also securing second place in the nationals. Today, he enjoys a range of activities, from golfing and fishing to surfing and off-
As an Investment Advisor Representative at SRS Wealth Management, Michael Elizondo is dedicated to helping individuals and families make confident, informed financial decisions. He works closely with clients at every stage of life, with a strong focus on retirement planning, income strategies, and long-term security.
Michael believes financial planning should feel understandable, not overwhelming. His approach centers on education, transparency, and practical solutions that align with each client’s goals, values, and comfort with risk.
Working alongside a trusted network of professionals, Michael helps implement thoughtful strategies using a disciplined planning process and modern technology. The goal is simple. Help clients protect what they have, grow what they’ve built, and feel prepared for the years ahead.
Michael is a man of faith, a devoted husband, and a proud father of three young children. These roles shape how he views responsibility, stewardship, and protection, and they influence how he serves the families he works with every day.
As a military veteran, Michael brings discipline, accountability, and a strong sense of service into his work. He takes pride in being responsive, detail-focused, and present for his clients, especially during major life transitions.
Raised in San Diego, Michael values family, community, and long-term relationships. He is bilingual in English and Spanish, allowing him to serve a broader community with clarity and respect.
Outside the office, Michael enjoys staying active, spending time outdoors, and being with his family. That balance shapes how he plans. Not just for numbers on a page, but for real lives and real priorities.
Taylor Davis has been a valued member of the SRS Wealth Management team since 2021 and holds a Bachelor of Science in Economics from the University of Arizona. Born and raised in Solana Beach, Taylor brings a strong analytical background and a passion for helping clients make confident financial decisions. He has developed extensive expertise in case design, retirement planning analysis, and financial strategy, earning a reputation as a trusted resource for creating thoughtful, client-focused solutions tailored to each individual’s goals.
Taylor is committed to delivering an exceptional client experience and works closely with both clients and advisors to help ensure every recommendation aligns with the firm’s fiduciary standard and long-term planning philosophy.
Outside the office, Taylor enjoys spending time with his wife, staying active in his church, golfing, and cheering on the San Diego Padres.
Brody is a Junior Associate at SRS who hit the ground running after joining the team full time in 2026, following a successful internship with the firm in 2025. He holds a Bachelor of Arts in Economics from California State University San Marcos and brings a sharp analytical mind and a team-first attitude to everything he does. Originally from San Clemente, Brody is now proud to call San Diego home. When he’s not in the office, you will find him near the ocean soaking up everything the Southern California coast has to offer.
As President, Michael is the leader of Gradient Investments and has been with the firm since 2012. He brings more than 35 years of industry experience, including prior roles managing multi-billion-dollar portfolios for an institutional asset manager. Michael is a CFA® charter holder and is a frequent contributor on CNBC, Fox Business, Barron’s, and the Wall Street Journal.
Keith joined Gradient Investments in 2018 and has more than 30 years of industry experience. Prior roles include senior portfolio manager for a large institutional asset management firm, managing a multi-billion-dollar portfolio. Keith is a CFA® charter holder, and has been featured in media outlets such as CNBC, Bloomberg, Investor’s Business Daily, Nasdaq and Reuters.
Tyler is a Senior Portfolio Manager at Gradient Investments, where he focuses on portfolio management, asset allocation, and investment research across multiple asset classes. He provides market insight and portfolio strategy to support client investment decisions. Tyler is a CFA® charterholder and has been featured in media outlets including Schwab Network, Reuters, and The Wall Street Journal.
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