Driven Wealth Management is a San Diego wealth advisory firm dedicated to helping our members achieve business and personal financial success. Outsourced CFO Services: As a business owner, you’re already wearing multiple hats. Let us help! Partner with a cost effective, Chartered Financial Analyst that can support your financial strategy and serve as your team’s outsourced CFO. Individual and Family Financial Planning: Time and competing goals make it hard to stay on top of your family finances. Have a CERTIFIED FINANCIAL PLANNER™ professional serve as your family’s CFO and spend your time on the events that matter most to you.