Top Investment Advisors in Greater San Diego Area
Christopher Lee
Senior Director Business Development
Greater San Diego Area
Senior Director Business Development
Juniper Business Development Manager - East
Vice President of Sales
Vice President of Sales and Marketing
Director of Sales
Business Development
Founder - President
Investment Advisor
Investment Advisor
Part Time Analyst
Rider University
Hartwick College
Madison High School
Recommendations: 8
Business Development
Start-ups
Sales Management
Solution Selling
Sales Operations
SaaS
Strategy
Sales
1****[email protected]
Ron Stinner
Managing Director
Greater San Diego Area
Managing Director
Business Development Executive
Managing Director
Director
Partner
Investment Advisor
Senior Vice President
Registered Investment Advisor
Director of Corporate Development
Vice President Investor Relations
Vice President, NASD Registered Rep
Registered Rep
Temple University
Millersville University of Pennsylvania
Gloucester County College
Clearview Regional High School
Recommendations: 4
Dynamic
Team Motivator
Perceptive
Venture Capital
Investments
Valuation
Private Equity
Hedge Funds
r****[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
Ricaldo Zavala
Financial & Investment Advisor
Greater San Diego Area
Financial & Investment Advisor
Director Paris Branch & Asset Manager
Senior Partner & President- Paris Branch
Asset Manager
Head of Investment
President of International Trading Department
Stockbroker
Columbia University in the City of New York
Lycée Carnot University
Université Paris Sorbonne (Paris IV)
Recommendations: 0
Financial Markets
Start-ups
Business Strategy
Investments
New Business Development
Business Development
Investment Banking
Bonds
z*****@yahoo.fr
r****[email protected]
Donald C. Wilkie
Owner- Registered Representative- Registered Investment Advisor
Greater San Diego Area
Owner- Registered Representative- Registered Investment Advisor
District Manager
The College of Charleston
The College of Charleston,South Carolina
Recommendations: 0
Wealth Management
Investment Advisory
Insurance
Securities
Financial Advisory
Financial Services
New Business Development
Investments
w****[email protected]
Jason Kutasi
Principal
Greater San Diego Area
Principal
Principal
Vice President
President & COO
Founder
Asset Management
Vice President
Investment Advisor
Leasing
University of California, San Diego
Loyola High School
Curtis
Recommendations: 0
Real Estate
Financial Analysis
Negotiation
Problem Solving
Microsoft Office
Customer Relations
Excel
Contract Negotiation
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]
Mary Claire Cuthbert RN, CLTC
Case Manager
Greater San Diego Area
Case Manager
President
President
Case Manager, Registered Nurse
Instructor
Case Manager-Registered Nurse
Assistant Director of Nursing-LVN
Registered Principal, Investment Advisor
Registered Nurse
Registered Nurse
Registered Nurse
University of California San Diego
The Johns Hopkins University
University of California, San Diego
National University
Drexel University College of Medicine
Recommendations: 0
Healthcare
Medicare
Staff Development
Teaching
Insurance
Long-term Care
Hospitals
Training
m****[email protected]
m****[email protected]
Jesse Lipscomb
CEO
Greater San Diego Area
CEO
Investment Advisor
Independent Insurance Agent
Co-Host
Host of Business Networking Radio
Business Development Manager
Finance Manager
Platoon Leader
East County Leadership
United States Military Academy at West Point
Recommendations: 0
Retirement Planning
Investments
Financial Advisory
Retirement
IRAs
Business Development
Entrepreneurship
Insurance
j*****@financialcpr.net
j*****@jesselipscomb.com
Thomas A. Gajdalo (TAG), CFP®, CLU®, ChFC®
Investment Advisor Representative
Greater San Diego Area
Investment Advisor Representative
Member
Member
CORE Advisor
Financial Planner
Brokerage Director
Brokerage Director
Financial Analyst
Arizona State University
Cherry Hill East High School
Recommendations: 0
Business Development
Succession Planning
Financial Planning
Legacy Planning
Retirement Planning
Investment Management
Risk Management
t*****@piedmonteinsurance.com
Stan Tzikas
Investment Advisor
Greater San Diego Area
Investment Advisor
Owner
VP/Branch Manager
Financial Advisor
University of California, Santa Cruz
California State University-Sacramento
Recommendations: 0
Sales
Investments
Marketing
Management
Customer Service
Strategic Planning
Business Strategy
Marketing Strategy
s****[email protected]
Dave Sigafoos
Customer Service Representative
Greater San Diego Area
Customer Service Representative
Investment Advisor
Finacial Advisor
Naval Aircrewman
National University
Ashland High School
Recommendations: 0
Mutual Funds
Life Insurance
Disability Insurance
Annuity Sales
Property & Casualty Insurance
Long Term Care
Annuities
Financial Planning
d****[email protected]
Ashlee Rehbein
Sales Representative
Greater San Diego Area
Sales Representative
Assistant and Sales Associate
Bartender
Volunteer/ Mentor
Investment Advisor
Lead Bartender
Bar Manager
CEO
Volunteer
Recommendations: 0
Food & Beverage
Hospitality Management
Customer Service
Sales
Management
Social Media
Social Networking
Training
a****[email protected]
BarDee Johnston
Investment Advisor Representative
Greater San Diego Area
Investment Advisor Representative
Compassion Ambassador
Pepperdine University
Recommendations: 0
b****[email protected]
