C|WAY Financial Services is a family-owned business founded by Dr. Basile Jay Siewe, (License # 4287871). We are an independent agency affiliated with Global Financial Impact and powered by Ethos, two trusted and reputable brands in the industry. C|WAY Financial Services is based in San Diego, California, and proudly serves clients across the San Diego, Chicago, Houston, and Los Angeles metropolitan areas.
Borne out of the need to seek protection for his own family, Dr. Siewe brings a unique blend of financial expertise and scientific training to his role, helping families and business owners achieve their financial goals through strategic planning and personalized advice.
At the core of our company is a commitment to financial education and empowerment. We firmly believe that informed clients make better financial decisions, and we provide clear, actionable guidance tailored to each individual’s unique circumstances. Our dedication to transparent, client-focused service reflects our mission to promote financial wellness and secure a brighter future for all our clients.
We’re eager to hear from you! Whether you have questions about our financial services, need personalized advice, or want to discuss your unique financial goals, our team is here to assist you.