Experience Makes all the difference

Successful, longstanding relationships depend on trust. At Belmer Wealth Management, our very existence is a testament to the trust we have earned from years of working with a select group of clients. Our clients receive highly personalized attention, which demands that we limit the size of our practice. Because we've taken this approach, you can be assured that our team will be accessible and in touch with your needs. As our client you can be assured of:

  • Unparalleled service with an integrated, well-coordinated management of your wealth
  • Unwavering adherence to the highest professional and ethical standards
  • Timely insights from an experienced team, each with a well-defined specialization
  • Relevant, innovative solutions to address your ever-changing needs

Ryan Belmer

Senior Vice President - Wealth Management
Senior Portfolio Manager
Wealth Advisor
Certified Exit Planning Advisor (CEPA®)
858-947-5978

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Ryan has guided clients through numerous challenging market and economic conditions. The consistent factor through all of this was focusing on what is most important to each person and each family, making sure a plan is in place to help them meet their goals and helping them to achieve those goals in a meaningful and prudent manner. It's all about having a conversation and understanding each other.

In addition to comprehensive financial planning, Ryan manages assets for local trusts, families and corporations throughout San Diego and nationwide. He has an extensive knowledge in a wide range of areas including Investment and Asset Allocation, Retirement Planning, Estate Planning, and Lending Solutions. Ryan's area of focus includes managing Equity, Fixed Income and Alternative Investment Portfolios.

Ryan volunteers locally and is a board member of Meals On Wheels.

He earned his Bachelor of Arts in Economics from San Diego State University. Ryan lives in Solana Beach, CA with his daughters Alexa and Kayla.


Registered States:
AK, AZ, CA, MI, NM, NV, OK, OR, TX, WA

Kathleen Theresa Carre

Authorized Officer
Wealth Management Associate
858-947-5975

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Kathleen is a Wealth Management Associate at UBS Financial Services who oversees the breadth and depth of the client service delivered by the team. She assists the team with the design of financial roadmaps and the implementation of investment strategies. She has a background in Financial Services Management and Compliance. She is involved in financial planning, including retirement, asset allocation and estate planning needs. Her focus is anticipating client needs and helping them feel they are always in touch with their financial well-being.

Kathleen is a native of New York and studied Economics at the City University of New York, Queens College. She began her career on Wall Street in 1992 and moved to San Diego in 2002. Kathleen and her husband Lee reside in Carmel Valley, CA with her step daughters Brielle and Skylar.


Registered States:
CA