Top Financial Advisors in Greater San Diego Area
Dr. Vashisht-Rota
President and CEO
Greater San Diego Area
President and CEO
Class Representative (Volunteer Role) Cohort 2013
Director of Marketing & Admissions, Alliant School of Management
Vice President, Marketing
Social Media Strategist, Business Development, & Marketing
Founder and CEO
Business Development Manager
Business Analyst & Technical Assistant to the CEO
Business Analyst
Financial Advisor
Grenoble Ecole de Management
UCLA Anderson School of Management
Indiana University - Kelley School of Business
Blue Bells
Recommendations: 37
Digital Marketing
SEO
Social Media Marketing
Email Marketing
Marketing Strategy
Strategy
Social Networking
SEM
a****[email protected]
Cathie Purdon, CFP®
Retirement Planning Specialist
Greater San Diego Area
Retirement Planning Specialist
Vice President/Certified Instructor
Subcontract Manager
National Pro Bono Committee Member
Director, Pro Bono Committee
Financial Advisor
Financial Planner
Personal Results Coach
RN, Case Manager
RN, NICU & Pediatric Oncology
University of California, Los Angeles
Pierce College
Recommendations: 17
Leadership
Education
Business Development
Coaching
Financial Planning
Teaching
Strategic Financial Planning
Retirement Planning
c****[email protected]
c****[email protected]
J. Fabian Torres, MS Finance PM Multilingual-4
Sr. Project Manager
Greater San Diego Area
Sr. Project Manager
Advisory Board Member | Consultant
Financial Consultant | Relationship Manager
Financial Advisor | Investments | Sales
Financial Advisor | Investments | Financial Analyst
Financial Advisor | Investments | Sales
Mortgage Banker | Sales Manager
Mortgage Banker | Sales Manager
Financial Representative | Sales
Junior Buyer | Supply Chain Coordinator
Export Compliance and Global Trade Intern
Boston University
Instituto Tecnológico y de Estudios Superiores de Monterrey
HEC School of Management
Recommendations: 15
Relationship Sales
Sales
Managing Relationships
Finance
Customer Relations
Alternative Investments
Investments
Insurance Planning
f****[email protected]
Gabriel Avalos
Small Business Specialist
Greater San Diego Area
Small Business Specialist
Personal Financial Advisor
Relationship Manager
Loan Officer
School of Hard Knocks
Recommendations: 14
Small Business
Entrepreneurship
Leadership
Business Development
Social Networking
New Business Development
Networking
Marketing
g*****@teamavalos.com
Marc Boehm
Inside Sales Specialist
Greater San Diego Area
Inside Sales Specialist
Account Executive
Customer Service Account Manager
Financial Services Professional
Legal Collection Account Manager
Collection Specialist - Department Manager in Training
Reinstatement and Workout Specialist Account Manager (Team Lead from 2004-2009 for up to 30 reps)
Account Manager
International Business Campaign Manager
Personal Financial Advisor
Sales Manager
San Diego State University-California State University
University of the West of England (UWE) [in Bristol, England]
Ecole Superieure de Commerce (ESC) La Rochelle [in La Rochelle, France]
Recommendations: 13
Sales Management
Financial Analysis
Financial Accounting
Credit
Call Center
Customer Service
Credit Analysis
Team Building
m****[email protected]
Jeff Milber
Agency Owner
Greater San Diego Area
Agency Owner
Director of Sales and Marketing, State Farm Insurance
Financial Services/Senior Assosiate/Wealth Management
Supervisor/Financial Advisor
Financial Advisor
San Diego State University-California State University
Woodside
Clarendon
Recommendations: 13
Insurance
Life Insurance
Retirement Planning
Disability Insurance
Long-term Care
Health Insurance
Fixed Annuities
Commercial Insurance
j****[email protected]
Jared Criscuolo
President
Greater San Diego Area
President
Advisory Committee
Entrepreneur in Residence
Co - Founder, Executive Director
Strategic Advisor
Financing Consultant
Outside Solar Consultant
Financial Advisor
Financial Advisor
St. Lawrence University
Recommendations: 8
Non-profits
Program Management
Fundraising
Sustainability
Policy
Leadership
Grants
Nonprofits
Matthew Richmond
Regional Business Manager - Pharmacy Solutions
Greater San Diego Area
Regional Business Manager - Pharmacy Solutions
Regional Business Manager
Financial Advisor
Regional Business Director
District Manager
Franchise Business Analyst
Senior Hospital Product Specialist
Azusa Pacific University
California State Polytechnic University-Pomona
Recommendations: 6
Pharmaceutical Sales
Biotechnology
Pharmaceutical Industry
Managed Care
Oncology
Medical Devices
Urology
Sales Operations
m****[email protected]
m****[email protected]
Reza (Ray) Bardia Fadavi
CEO and Founder
Greater San Diego Area
CEO and Founder
Corporate Accountant
CFO
Independent Accountant
Financial Advisor
Financial Manager
Azad University
San Diego Mesa College
Recommendations: 6
Quickbooks
B2B eCommerce
Business Development
Entrepreneur
Accounting
Tax
Financial Statements
Corporate Finance
r****[email protected]
Mardee Formales
Private Banker, Vice President
Greater San Diego Area
Private Banker, Vice President
Priority Relationship Manager
Financial Advisor
Assistant Vice President-Business Banking
Private Banker
Assistant Vice President, Business Specialist
account manager
Whittier College
Mid Pacific Institute
Recommendations: 6
Financial Planning
Mortgage Lending
Small Business Lending
Commercial Lending
Private Banking
Commercial Banking
Investment Advisory
Banking
m****[email protected]
Bill Tsotsos
Business Development Strategist
Greater San Diego Area
Business Development Strategist
Life Settlements Marketing Specialist
Consultant
Wholesaler
Financial Advisor
Financial Advisor
CPA
Internal Auditor and Strategic Planner
Controller
Senior Auditor
Staff Auditor and Small business consultant
Penn State University
The Pennsylvania State University
Recommendations: 5
Small Business
Strategy
Business Planning
Business Development
Strategic Planning
Management
Management Consulting
Consulting
b****[email protected]
Christian Braemer
Sergeant/Section Commander
Greater San Diego Area
Sergeant/Section Commander
Financial Advisor
Copenhagen Business College
Copenhagen International School
Recommendations: 4
Digital Media
Fundraising
Business Strategy
New Media
Digital Signage
Strategic Planning
Social Media
Business Development
c****[email protected]
c****[email protected]
Theodore Stearns
CEO Founder
Greater San Diego Area
CEO Founder
CEO Founder
Partner
Advisory Board
Chairman of the Board- US Prov.Patent Holder AdvanceCard
Financial Advisor
Intern
Internship
Army and Navy Academy
Recommendations: 4
Investments
Entrepreneurship
Alternative Investments
Strategy
Venture Capital
Thought Leadership
Start-ups
Corporate Finance
t****[email protected]
John Stumpf, CRPC®
Financial Solutions Advisor
Greater San Diego Area
Financial Solutions Advisor
Financial Advisor / Regional Manager
Financial Advisor / Branch Manager
College for Financial Planning
Current FINRA Licenses
Chicago State University
Recommendations: 4
Retirement Planning
Wealth Management
Financial Advisory
Troubleshooting
Series 7
Investment Strategies
Fixed Income
Coaching
j****[email protected]
Michael Clausen, PMP, CPC
Personal and Professional Development Program Manager
Greater San Diego Area
Personal and Professional Development Program Manager
Transition Readiness Seminar Instructor
Career Coach / Owner, The Colonel Mike Consulting Group, LLC
Colonel
President
Senior Project Manager
Project Manager
Project Manager
Financial Advisor
Pharmaceutical Sales Representative
University of Oklahoma
Marine Corps Amphibious Warfare School Resident Course
Marine Corps Command and Staff Non Resident Course
Recommendations: 4
Career Transition Coaching
Team Leadership
Software Project Management
Military Operations
Coaching
Leadership
Project Management
Military
m*****@colonelmike.com
Brett Hartvigson
President
Greater San Diego Area
President
Financial Advisor
Pacific Lutheran University - School of Business
Santa Clara University
Bishop Blanchet High School
Recommendations: 4
Sales
Strategic Financial Planning
Wealth
Strategy
Wealth Management Services
Investments
Financial Services
Finance
b*****@phoenixpwm.com
Bryan Skoruppa
Wealth Manager
Greater San Diego Area
Wealth Manager
CERTIFIED FINANCIAL PLANNER™
Financial Advisor
Financial Advisor
Certified Financial Planner Board of Standards, Inc.
College for Financial Planning
Nat'l Assoc Estate Planners & Councils
American Bankers Assoc. Institute of Certified Bankers
The American College
Cannon Financial Institute
Texas A&M University
Texas State University
George West High School
Recommendations: 4
Wealth Management
Financial Planners
Financial Services
Financial Goals
Estate Law
Sales
IRAs
Retirement Planning
b****[email protected]
Samantha Snow, PMP
Acquisition and Program Support Manager
Greater San Diego Area
Acquisition and Program Support Manager
Field Operations Manager
USAF Liaison
Project Coordinator
Accounting Assistant
Financial Advisor
Operations Specialist/Intelligence Specialist
Operations Specialist
University of California, San Diego
Mt. San Jacinto Community College District
Recommendations: 4
Event Management
Budgeting
Procurement
Planning
Microsoft Office
Budgets
Program Management
Project Planning
s****[email protected]
Ed Komski
National Sales Manager
Greater San Diego Area
National Sales Manager
President
President
Financial Advisor -
California State Fair and Expositions - Rules and Ethics Commitee
Senior Vice President
Vice President
Shenandoah University
Shenandoah University
Recommendations: 3
Adobe Creative Suite
Professional Accordian Musican
Animal Husbandry
Loans
Credit
Asset Managment
Executive Management
Portfolio Management
e*****@elkgroup.com
Leila Offner
President
Greater San Diego Area
President
Financial Advisor
Wine Sales Representative
Visual Merchandiser/ Handbag Merchandiser
Store Manager
Business Owner
General Manager
Marketing Manager/ Lead Shift Manager
General Manager
Fashion Designer's Assistant
Merchandiser
Intern
Event Marketing Manager
Team Impact Member
Visual Merchandiser, Key holder
Intern
San Diego Mesa College
Miami International University of Art and Design
Recommendations: 3
Styling
Visual Merchandising
Retail Buying
Merchandising
Apparel
Fashion
Fashion Shows
Wovens
l****[email protected]
Allan Tentler
Financial Advisor
Greater San Diego Area
Financial Advisor
Executive Board of Directors
Secretary Treasurer
President
Investment Advisor
Investment Executive
San Diego State University-California State University
Recommendations: 3
a*****@tentlerfinancial.com
Erica Hooper
Mortgage Loan Officer/VP Business Development
Greater San Diego Area
Mortgage Loan Officer/VP Business Development
Financial Advisor
Associations
Senior Analyst II
Aircraft Data Technician
Lead Analyst
Scheduling Specialist
Production Controller/Equipment Maintenance Manager
Park University
Park University
Basic Military Training
Recommendations: 3
Aircraft Maintenance
DoD
Military
Security Clearance
Analysis
Military Operations
Defense
Editing
l****[email protected]
Daniel Yowell, EA
Owner
Greater San Diego Area
Owner
Financial Advisor
SEAL Operator
National University
Saint Leo University
North Branch H.S.
Recommendations: 3
Tax
Planning
Insurance
Portfolio Management
Problem Solving
Strategic Planning
Team Building
Customer Relations
d****[email protected]
Wendy Shieh
Financial Solutions Advisor
Greater San Diego Area
Financial Solutions Advisor
Financial Services
Financial Advisor
Sr. Loan Consultant
Sr. Mortgage Consultant
Mortgage Consultant
Research Associate
Leland High School
University of California, San Diego
Recommendations: 2
Mutual Funds
Finance
Retirement Planning
Investments
Series 7
Portfolio Management
Financial Services
Mortgage Lending
d****[email protected]
Jon Anderson AIF®
Director, Retirement Plan Services
Greater San Diego Area
Director, Retirement Plan Services
Vice President - Institutional Sales
West Region Manager, Retirement Consulting Group - Retirement Partners
Wealth Manager
Financial Advisor
Customer Relations Representative
Franciscan University of Steubenville
Bernards High School
Recommendations: 2
Retirement Plan...
401k
Process Improvement
Customer Service
Negotiation
Series 7
Retirement Planning
Retirement
j****[email protected]
Douglas Hancock
Broker / Property Manager / Designer
Greater San Diego Area
Broker / Property Manager / Designer
Executive Recruiter
Financial Advisor
Financial Advisor
Broker / Schwab 500 / Schwab Options / Active Trader Group
Ball State University
Cadiz Elementary School
Recommendations: 2
Recruiting
Team Building
Team Leadership
Investment Properties
Property Management
Marketing
Social Media Marketing
SEO
d*****@hirerevenue.com
Ian Liebenberg
Director of Business Development
Greater San Diego Area
Director of Business Development
Non-Commissioned Officer - Staff Sergeant
Commercial Insurance Agent and Financial Advisor
Project Management - B2B Sales
California State University-Long Beach
Cuesta College
Damelin Management School, Cape Town, South Africa
Recommendations: 2
Cloud Computing
Contract Negotiation
Business Development
Selling
Strategic Planning
Cold Calling
Enterprise Software
Databases
i****[email protected]
i****[email protected]
Eddie Ybarra
Regional Account Manager
Greater San Diego Area
Regional Account Manager
Compliance Officer
Executive Director
Owner
Regional Claims Mgr.
BMGR
Financial Advisor
San Diego State University-California State University
Reedley College
Recommendations: 1
Sales Management
Administration
Training & Development
Employee Training
Personal Finance
Small Business
System Administration
Team Building
e*****@eddieybarra.com
Ward Ozaeta
Multifamily Advisor Associate
Greater San Diego Area
Multifamily Advisor Associate
Manager
Financial Advisor
Seattle University
University of Washington
Recommendations: 1
w*****@6drealtycapital.com
John Del-Zio
Agency Principal
Greater San Diego Area
Agency Principal
Field Sales Leader/Recruiter
Agent
Senior Agency Specialist
Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor
San Diego State University-California State University
Recommendations: 1
Insurance
Leadership
Fixed Annuities
Small Business
Life Insurance
Sales
Financial Services
Banking
j****[email protected]
Troy Darrock
Finance
Greater San Diego Area
Finance
Product Management Specialist
Financial Advisor Intern
Resident Assistant
Gonzaga University
Recommendations: 1
Microsoft Excel
Microsoft Office
Finance
PowerPoint
Public Speaking
Social Media
Microsoft Word
Sales
t****[email protected]
Tim Wade
First Vice President - Financial Advisor
Greater San Diego Area
First Vice President - Financial Advisor
Fordham University
James Madison University
Recommendations: 0
t****[email protected]
Krista Niswander Goryl
First Vice President, Area Sales Manager
Greater San Diego Area
First Vice President, Area Sales Manager
Financial Advisor
Analyst
Wake Forest University
Thomas S. Wootton High School
College of Financial Planning
Recommendations: 0
Series 7
Series 66
Consumer Lending
Securities Lending
Financial Planning
Financial Analysis
Retirement Planning
Consultancy
k****[email protected]
Jay Keller
Program Manager, AdvisorDirect
Greater San Diego Area
Program Manager, AdvisorDirect
Investment Consultant
Financial Advisor
Turfgrass Research
Penn State University
Recommendations: 0
Series 7
Series 63
Wealth Management
Securities
Mutual Funds
Investments
Portfolio Management
Retirement Planning
s****[email protected]
Jay Mahajan
Senior Vice President, Regional Brokerage Manager
Greater San Diego Area
Senior Vice President, Regional Brokerage Manager
Financial Consultant
Financial Advisor
Law Enforcement
Pepperdine University, The George L. Graziadio School of Business and Management
University of Southern California - Marshall School of Business
Recommendations: 0
Investment Advisory
Marketing Strategy
Mutual Funds
Insurance
Commercial Banking
Relationship Management
Financial Services
Financial Advisory
m****[email protected]
Guy Milner
Private Client Advisor
Greater San Diego Area
Private Client Advisor
Financial Consultant
Financial Advisor
University of California, Santa Cruz
Recommendations: 0
g****[email protected]
Tara Benedict
Financial Advisor
Greater San Diego Area
Financial Advisor
Idaho State University
BYU-Idaho
Recommendations: 0
Finance
Financial Advisory
Integrated Marketing
Investments
Retirement Planning
Series 7
Strategic Financial Planning
Strategic Planning
t****[email protected]
Brett Gottlieb
Financial Advisor & Founder
Greater San Diego Area
Financial Advisor & Founder
Chief Operations Officer & Founder
Chief Marketing Officer
Vice President & Founder
President & Founder
California State University-Chico
California State University-Chico
Recommendations: 0
Lead Generation
Marketing Strategy
Direct Marketing
Customer Acquisition
Digital Marketing
Marketing
Social Media Marketing
Strategic Planning
Van R. Whiting, Jr., Ph.D.
Principal
Greater San Diego Area
Principal
Principal
Financial Advisor
Senior Fellow
Assistant Professor
Visiting Lecturer
Post-Doctoral Fellow
Harvard University
Yale University
Rutgers University-New Brunswick
Recommendations: 0
Leadership, Mentoring
cross-generational wealth transfer
portfolio management
family financial strategy
small business owner financial strategy
Start-up Consulting
Early stage enterprise owners
Intellectual Property portfolio strategy
v****[email protected]
Mark Anthony Cedre
VP Business Consultant & Financial Services Advisor/Producer
Greater San Diego Area
VP Business Consultant & Financial Services Advisor/Producer
CEO & Board of Directors "President" -- Managing Partner
Founder & CEO
Senior Financial Advisor
President of Advisory Council & Chief Supervisor
Investment Banker
Penn State University
NWLS
Recommendations: 0
Alternative Investments
Investment Advisory
Investment Strategies
Financial Planning
Insurance
Wealth Management
Registered Investment Advisor
Comprehensive Wealth Management
w****[email protected]
c****[email protected]
Rebecca Chen, CPA
Staff Accountant
Greater San Diego Area
Staff Accountant
Assurance Associate
TGG Accounting Intern
Financial Advisor Intern
University of California, San Diego
National Taiwan University
Diamond bar
Recommendations: 0
Finance
Accounting
Human Resources
r****[email protected]
Stephanie M. Brown
Vice President, Marketing and Public Relations
Greater San Diego Area
Vice President, Marketing and Public Relations
Senior Director, Marketing and Public Relations
Director, Sales Development
Manager, Business Development
Manager of Client Relations and Business Development
Productivity Consultant
Regional Banking Consultant
Financial Advisor
Professional Softball Player
University of Notre Dame - Mendoza College of Business
Recommendations: 0
s****[email protected]
Bill Corder
Financial Advisor
Greater San Diego Area
Financial Advisor
Director
University of Phoenix
Recommendations: 0
Financial Planning
Licensing
Wealth Management
Securities
Insurance
Series 7
Estate Planning
Retirement
b*****@manningwm.com
r****[email protected]
Jelveh Pedraza
Private Wealth Advisor & Senior Portfolio Manager
Greater San Diego Area
Private Wealth Advisor & Senior Portfolio Manager
Global Wealth Management - Senior Financial Advisor
Financial Advisor
Founder
Founder
Product Manager
Internal Consultant
Marketing Director
The University of Chicago
Lake Forest College
Recommendations: 0
Portfolio Management
Wealth Management
Retirement Planning
Investments
Strategic Financial Planning
Mutual Funds
Series 7
Risk Management
j****[email protected]
Heath M. Carpenter
Regional Vice President
Greater San Diego Area
Regional Vice President
Senior Internal Wholesaler
Licensed Broker
Financial Advisor
Customer Relationship Manager Intern
Trade Checker/ Runner
Purdue University
Glenbard West High School
Recommendations: 0
Recruiting
Microsoft Office
Team Building
Process Improvement
Business Development
Marketing Strategy
Public Speaking
Team Leadership
h****[email protected]
Jon Vinge
Financial Advisor
Greater San Diego Area
Financial Advisor
Financial Advisor
Advisor
Advisor
University of San Diego
Recommendations: 0
Wealth Management
Risk Management
Strategic Financial Planning
j****[email protected]
Aaron Baker
Director of Business Development, MRO
Greater San Diego Area
Director of Business Development, MRO
Global Sourcing Manager
Manager, Strategic Marketing
Experienced Commercial Leadership Program
Vice President
General Electric
Financial Advisor
Columbia University - Columbia Business School
University of Colorado Boulder
Recommendations: 0
Financial Modeling
Financial Analysis
Competitive Analysis
Segmentation
Corporate Finance
Valuation
Cross-functional Team Leadership
Pricing
a****[email protected]
Kimberlie Sonnenberg
Founder and President, Financial Advisor
Greater San Diego Area
Founder and President, Financial Advisor
Financial Advisor
Financial Advisor
University of Baltimore
University of San Diego
Recommendations: 0
Retirement Planning
Strategic Financial Planning
Investments
Wealth Management
Retirement
Estate Planning
Portfolio Management
Mutual Funds
k****[email protected]
Nancy Rhew
CERTIFIED FINANCIAL PLANNER
Greater San Diego Area
CERTIFIED FINANCIAL PLANNER
Financial Advisor
The American College
Recommendations: 0
Investment Strategies
Series 7
Investment Advisory
Financial Advisory
Mutual Funds
Retirement Planning
Series 63
Estate Planning
n*****@kingsroadinc.com
Renee Lindgren
Senior Support Analyst
Greater San Diego Area
Senior Support Analyst
Support Analyst
Total Rewards Analyst
HR Coordinator
Financial Advisor Intern
California State University-San Marcos
Recommendations: 0
Excel
Word
Problem Solving
Workday
HRIS
Compensation
Process Improvement
Strategic Planning
s****[email protected]
r****[email protected]
Brian Wissinger
LPL Financial Advisor
Greater San Diego Area
LPL Financial Advisor
Financial Advisor
Re:
Asset Manager
Chapman University
University of San Diego High School 'Uni' now known as Cathedral High
Recommendations: 0
Estate Planning
Retirement Planning
Disability Insurance
Life Insurance
Long Term Care Insurance
Investment Management
Wealth Planning
LPL Investment Advisor Representative
b****[email protected]
Xin Zhong
Chief Executive Officer, Founder
Greater San Diego Area
Chief Executive Officer, Founder
Computer Vision R&D Engineer / Manager
Financial Advisor, Investment Research
Credit Sales Strat
Summer Associate
Carnegie Mellon University - Tepper School of Business
University of Michigan
Tsinghua University
Recommendations: 0
Strategic Financial Planning
Quantitative Portfolio Management, Macro Investment, Financial Analysis
Fixed Income Products, Structured Products, Derivative Hedging
Asset Managment
Derivatives
Matlab
Risk Management
Asset Management
x****[email protected]
z****[email protected]
Michael Zeiter, CLU®, ChFC®, ChSNC
Financial Planner
Greater San Diego Area
Financial Planner
Financial Advisor
Financial Services Representative
Owner Operator
American College
California State University-Sacramento
Recommendations: 0
Retirement Planning
Estate Planning
Insurance
Special Needs Planning
Business Continuation Planning
Personal and Life Insurance Planning
m****[email protected]
Rory Jaret II
Business Banker
Greater San Diego Area
Business Banker
Business Developement Consultant
AGA Manager
Vice President Sales Manager
Financial Advisor
Colorado State University
Recommendations: 0
Portfolio Management
Risk Management
Credit
Retirement Planning
Negotiation
Underwriting
Investments
Commercial Lending
r****[email protected]
Alan Holt
Vice President, Financial Advisor
Greater San Diego Area
Vice President, Financial Advisor
Northern Illinois University
Recommendations: 0
a****[email protected]
Stephanie Barnier, CFP®
Wealth Consultant
Greater San Diego Area
Wealth Consultant
Financial Advisor & Registered Representative
Financial Advisor
Sales & Marketing
University of San Diego
Recommendations: 0
Investments
Risk Management
Portfolio Management
Retirement Strategies
Business Strategies
Certified Financial Planner
Financial Planning
Wealth Transfer
s****[email protected]
Elizabeth Ruch
Financial Advisor
Greater San Diego Area
Financial Advisor
Virginia Commonwealth University
Virginia Intermont College
Recommendations: 0
e****[email protected]
e****[email protected]
Kevin Sternagle
President
Greater San Diego Area
President
Financial Advisor
Financial Planner
Appalachian State University
Recommendations: 0
Retirement Planning
Wealth Management
Succession Planning
Business Planning
Estate Planning
Wealth
Strategic Financial...
Pensions
k****[email protected]
k*****@sbisi.com
Kyle Kirkham
Investment Consultant
Greater San Diego Area
Investment Consultant
Wealth Manager
Financial Advisor
Investment Advisor
National University
San Diego State University-California State University
Recommendations: 0
Retirement Planning
Financial Planning
Series 7
Wealth Management
Investments
Portfolio Management
Financial Analysis
Strategic Financial Planning
k****[email protected]
Chris Ramey
Financial Advisor
Greater San Diego Area
Financial Advisor
University of Maryland College Park
Recommendations: 0
Series 24
Wealth Management
Retirement Planning
Mutual Funds
Investment Advisory
Financial Advisory
Retirement
Fixed Annuities
l****[email protected]
Joseph Campano
Senior Vice President, Branch Manager
Greater San Diego Area
Senior Vice President, Branch Manager
Branch Manager
Financial Advisor
Director
Naval Postgraduate School
United States Military Academy at West Point
Recommendations: 0
j****[email protected]
Darren Reinig
Managing Partner and Chief Investment Officer
Greater San Diego Area
Managing Partner and Chief Investment Officer
Partner
Vice President
Vice President, Financial Advisor
Director
Columbia University - Columbia Business School
University of California, Berkeley - Walter A. Haas School of Business
University of California San Diego
Recommendations: 0
Financial Modeling
Investment Management
Asset Allocation
Business Strategy
Business Planning
Modern Portfolio Theory
Econometrics
Investments
d****[email protected]
d****[email protected]
Patrick Valentino Wallen
Financial Advisor
Greater San Diego Area
Financial Advisor
Sales Manager
Sales
University of San Diego
Recommendations: 0
Microsoft Office
Microsoft Excel
Microsoft Word
Financial Analysis
Financial Reporting
Financial Modeling
Finance
Financial Accounting
p****[email protected]
Jenica McClure
Business Development Coach
Greater San Diego Area
Business Development Coach
Wealth Manager
Registered Representative
Financial Advisor
Branch Office Administrator (On-Call)
University of California, Riverside
Recommendations: 0
Strategic Financial Planning
Retirement Planning
Mutual Funds
Series 7
Investments
Public Speaking
Leadership
Customer Service
j****[email protected]
Steve Finley
Baseball Analyst
Greater San Diego Area
Baseball Analyst
Sports and Entertainment Associate, Financial Advisor
Board Of Directors
Instructor
Business development
Business development
Professional Baseball Player
Southern Illinois University, Carbondale
Recommendations: 0
s****[email protected]
f****[email protected]
John Borne
Vice President, Government Markets
Greater San Diego Area
Vice President, Government Markets
Managing Director
Program Director
Financial Advisor
Southeast Missouri State University
Archbishop Rummel High School
Recommendations: 0
CRC-Certified...
Series 7, 26, 66
Series 7
Retirement Planning
Mutual Funds
Fixed Annuities
Retirement
Portfolio Management
b****[email protected]
Bryan C. Gould
Vice President - Investments | PIM Portfolio Manager | Financial Advisor
Greater San Diego Area
Vice President - Investments | PIM Portfolio Manager | Financial Advisor
Associate Vice President | Portfolio Manager | Financial Advisor
Financial Advisor
Sales & Marketing
Sales & Marketing
University of Massachusetts at Amherst - Isenberg School of Management
Recommendations: 0
Strategic Planning
Multigenerational Wealth Planning
Wealth Preservation Planning
Risk Management
Investment Planning
Estate Investment Planning
Retirement Planning
Concentrated Stock Management
b****[email protected]
Zach Koucos
Associate Director
Greater San Diego Area
Associate Director
Financial Advisor
University of San Diego
Recommendations: 0
Real Estate Economics
z****[email protected]
Corey White
Financial Advisor
Greater San Diego Area
Financial Advisor
Relationship Manager
Private Personal Trainer
University of Southern California
University of Redlands
Recommendations: 0
c****[email protected]
Diane Huckabee
CFP, Financial Advisor
Greater San Diego Area
CFP, Financial Advisor
Wealth Management Advisor
Vice President/Branch Manager
San Diego State University
Dublin High School
Recommendations: 0
d****[email protected]
Ashley (Armbruster) Leightner
Financial Advisor
Greater San Diego Area
Financial Advisor
Regional Rental Manager
Area Rental Manager
Branch Rental Manager
University of California, Santa Barbara
Recommendations: 0
Sales Operations
Leadership
Account Management
Sales
Microsoft Excel
Management
Customer Satisfaction
PowerPoint
a****[email protected]
Luke Ervin, CIMA®
Vice President - Wealth Management / Financial Advisor
Greater San Diego Area
Vice President - Wealth Management / Financial Advisor
Executive Financial Services Director / Financial Advisor
Appalachian State University
Recommendations: 0
Wealth Management
Investments
Retirement Planning
Series 7
Portfolio Management
Asset Allocation
CIMA
Equity Compensation Planning
l****[email protected]
Stacy Johnson
Sales Representative
Greater San Diego Area
Sales Representative
Senior Recruiter
Bar Tender
Dance Instructor
Intern to Financial Advisor
San Diego State University
San Diego State University-California State University
St Francis High School
Recommendations: 0
Management
Finance
Microsoft Excel
Outlook
PowerPoint
Investments
Aloha
Salesforce.com
j****[email protected]
Bulent Erol
Financial Representative
Greater San Diego Area
Financial Representative
Financial Advisor
Boğaziçi University
Avusturya Lisesi
Recommendations: 0
Strategic Financial Planning
Investments
Wealth Accumulation
Retirement Planning
Asset Management
Financial Services
Life Insurance
401k Rollovers
b*****@san.rr.com
Anthony DeBellis, CFP, EA
President
Greater San Diego Area
President
Senior Financial Advisor
University of San Diego
Recommendations: 0
a****[email protected]
a****[email protected]
Michael Rohling
Financial Advisor
Greater San Diego Area
Financial Advisor
San Diego State University-California State University
Recommendations: 0
IRAs
Estate Planning
Retirement Planning
401k Rollovers
Retirement
Securities
Equities
FINRA
m****[email protected]
Eddy Saroj Taengkaew, MBA
Financial Advisor
Greater San Diego Area
Financial Advisor
President
Financial Advisor
Financial Advisor
Certified Special Needs Advisor - CSNA Global Wealth Management
Member
Licensed banker/interrim manager
Financial Services Associate
Senior teller/new account
University of Wisconsin-Whitewater
Brigham Young University Hawaii
Surasakmontee high school
Recommendations: 0
Life & Health Insurance Licenses
Property & Casualty Insurance
Securities
Wealth Management
Retirement Planning
Investments
Financial Services
Banking
t****[email protected]
Tom Kokjohn, CFP®
Vice President, Financial Advisor
Greater San Diego Area
Vice President, Financial Advisor
Account Vice President
California State University-San Marcos - College of Business Administration
Recommendations: 0
t****[email protected]
t****[email protected]
Michael Carder
operator
Greater San Diego Area
operator
Manager, Marketing Regulatory Review
Retail Communications Manager
Financial Advisor
Financial Advisor
Sr. Compliance Analyst
Hillsdale College
Recommendations: 0
Finance
Relationship Management
Leadership
Strategic Planning
FINRA
Management
Series 7
Estate Planning
m****[email protected]
Michael Souza
Senior Vice President / Portfolio Management Director / Financial Advisor
Greater San Diego Area
Senior Vice President / Portfolio Management Director / Financial Advisor
Vice President
Northwestern University
Punahou School
Recommendations: 0
h****[email protected]
Benjamin Nussbaum
Financial Advisor
Greater San Diego Area
Financial Advisor
University of Massachusetts at Amherst - Isenberg School of Management
San Diego State University-California State University
Recommendations: 0
n****[email protected]
b****[email protected]
Mario Contino
Sales Manager-Kia of Valencia
Greater San Diego Area
Sales Manager-Kia of Valencia
Finance Manager
Sales Manager-Saturn of OC
Financial Advisor
Finance Manager
Fresno City College
Recommendations: 0
Software skills incude ADP, Reynolds & Reynolds, and Advent
Well versed in training and developing F&I personell
Selling
Training
Management
Customer Satisfaction
Sales
Profit
c****[email protected]
Julia Anderson
Event Coordinator
Greater San Diego Area
Event Coordinator
Realtor, Accounts & Office Manager
Vice President & Fundraising Chair
Financial Advisor, Intern
San Diego State University-California State University
University of California, San Diego
Recommendations: 0
Accounting
Direct Sales
Investments
Asset Allocation
Leadership
Fixed Annuities
Research
Strategic Planning
Toby Ferner
Financial Advisor
Greater San Diego Area
Financial Advisor
Branch Manager/ Financial Advisor
Financial Advisor
San Diego State University-California State University
Recommendations: 0
Financial Services
Retirement Planning
Fixed Income Strategies
Estate Investment...
Equity Strategies
Insurance
t****[email protected]
Jorden Bastien
Financial Advisor
Greater San Diego Area
Financial Advisor
Senior Sales Consultant
San Diego State University-California State University
San Diego State University-California State University
Recommendations: 0
Retirement Planning
Wealth Management
401k Rollovers
Sales
j****[email protected]
Gene Marson
Senior V.P., Manager, Commercial & Private Banking
Greater San Diego Area
Senior V.P., Manager, Commercial & Private Banking
V.P., Commercial Banking Officer
V.P., Branch Manager & Licensed Financial Advisor
V.P., Business Development Officer & Branch Manager
San Diego State University-California State University
San Diego State University-California State University
Recommendations: 0
Series 6
Commercial Lending
Small Business Lending
Loans
Lines Of Credit
Banking
Treasury Management
Cash Management
g****[email protected]
Nichole (Nicky) Mayer
Financial Advisor of Park Avenue Securities
Greater San Diego Area
Financial Advisor of Park Avenue Securities
Arizona State University
Recommendations: 0
n****[email protected]
Audrey Kamin
Senior Recruiter
Greater San Diego Area
Senior Recruiter
Regional Vice President
Variable Annuity Regional Sales Vice President
Financial Advisor
Financial Advisor
internal sales support
internal sales support
internal sales support
internal sales support
SUNY at StonyBrook
Recommendations: 0
Fixed Annuities
Variable Annuities
Series 63
Retirement
Series 7
Financial Advisory
Series 6
Retirement Planning
a****[email protected]
Danny Recht
Financial Consultant
Greater San Diego Area
Financial Consultant
Managing Partner
Treasurer
CFO
Financial Advisor
University of Arizona
Patrick Henry High School
Recommendations: 0
Estate Planning
Retirement Planning
Wealth Management
Insurance Strategies
Investment Services
d****[email protected]
Anthony McLean
Financial Advisor
Greater San Diego Area
Financial Advisor
Financal Advisor
Certified Mortgage Planner
Certified Mortgage Planner
Sales
Southern Illinois University
La Jolla High
CMPS Institute
NADA dealer candidate acadamy
Recommendations: 0
a****[email protected]
Chris Tharp
Financial Advisor
Greater San Diego Area
Financial Advisor
Co-Founder/Owner
Financial Associate
Arizona State University
Recommendations: 0
c****[email protected]
Dimitris P. Magemeneas, MBA,AAMS
Financial Advisor
Greater San Diego Area
Financial Advisor
Member
University of San Diego
University of Illinois at Urbana-Champaign
Recommendations: 0
Strategic Financial Planning
Entrepreneurship
Strategic Planning
Team Building
Risk Management
Marketing
Small Business
Sales
d****[email protected]
John Barbara
Regional Director, Clinic Sales
Greater San Diego Area
Regional Director, Clinic Sales
Financial Professional Associate
Financial Advisor (in training)
Solutions Consultant
Senior Sales Consultant
Senior Waiter
Lead Life Guard
University of California, Riverside
University of California, Riverside
Recommendations: 0
Solution Selling
Account Management
CORE COMPETENCIES Client Relationship Management Negotiation Account Management
Telecommunications
Direct Sales
Sales Operations
Sales
Sales Process
j****[email protected]
Aleksandra Drake
Financial Advisor
Greater San Diego Area
Financial Advisor
Financial Services Consultant
Senior Mortgage Officer/ Senior Finance Officer
Real Estate Agent
Senior Banker/Member Service Officer
Assistant Sales Manager
Brandman University, Part of the Chapman University System
Górnośląska Wyższa Szkoła Handlowa im. Wojciecha Korfantego
Recommendations: 0
Real Estate
Mortgage Lending
Finance
Financial Analysis
Investments
Customer Satisfaction
Management
Team Building
a****[email protected]
Daniel Klunk
Financial Advisor
Greater San Diego Area
Financial Advisor
Vice President of Sales and Marketing
Membership Director
Director of Sales
Director of Recreation and Events
San Diego State University-California State University
Recommendations: 0
d****[email protected]
Ian Tinker
Founding Partner | Wealth Advisor
Greater San Diego Area
Founding Partner | Wealth Advisor
Wealth Advisor
Founder, Wealth Advisor, Chief Compliance Officer
Financial Advisor
Director of Logistics and Technology
Financial Associate
University of Washington
Woodinville High School
San Diego State University-California State University
Recommendations: 0
Budgets
Strategic Planning
Customer Service
Fixed Annuities
Strategic Financial Planning
Team Building
Microsoft Excel
Asset Allocation
i****[email protected]
Marcus Brandt
Financial Advisor
Greater San Diego Area
Financial Advisor
Financial Advisor
University of Missouri
Recommendations: 0
m****[email protected]
Toan Ly, CFP®
Financial Advisor
Greater San Diego Area
Financial Advisor
Regional Private Banker
Investment Consultant
Premier Banker
Personal Banker
San Diego State University-California State University
University of California, Irvine
Recommendations: 0
Finance
Risk Management
Sales
Insurance
Financial Analysis
Financial Modeling
t****[email protected]
Russ Merrill
Real Estate Broker - Real Estate, Business and Financial Advisor
Greater San Diego Area
Real Estate Broker - Real Estate, Business and Financial Advisor
CEO & President
Real Estate Broker & Business Advisor
Vice President Marketing & Sales
Director of New Products
University of California, Los Angeles
University of New Hampshire
Recommendations: 0
Real Estate Sales & Leasing
Expert Negotiator
Office, Retail, Industrial & R&D and Multi-Family
Buyer & Seller Representation
Landlord & Tenant Representation
Retail
Negotiation
Seller Representation
r****[email protected]
John Henry Winter-Nolte
Property Management
Greater San Diego Area
Property Management
Executive Business Builder
Broadcast Analyst, Sales Executive
Sales Representative Specialist
Executive Distributor
JV Assistant Soccer Coach
Assistant Grocery Manager
Farmer, Farm Hand
customer service
Assistant to Financial Advisor
Owner
Program Coordinator
Research Specialist
Gonzaga University - School of Business Administration
Gonzaga University
St. Augustine High School
Recommendations: 0
j****[email protected]
