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Meet Our Team

At our firm, we have the client—and only the client—in mind.

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.

We invite you to discover and experience the power of our services. We believe our strategies have far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. We feel a commitment to our community, which is why every client gets our undivided attention from planning to execution, to follow-up.

Murray Hougen CFP®, ChFC®, MBA
InVision Wealth Founder

President & Wealth Advisor

(858) 205-1299

(858) 205-1348

Murray has a passion for financial planning and sees it as a process that can profoundly influence and change the trajectory of people’s lives. He is optimistic and encouraging by nature and loves helping people who are...

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Debbie Severn

Advisor Assistant

(858) 205-1318

(858) 205-1319

Debbie has over 15 years experience in financial services. First as an advisor for 7 years, then working alongside Murray Hougen as his Administrative Associate. Debbie truly enjoys helping clients have a sense of purpose in their...

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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