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Distance Only Poway, CA
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Scott Nabb (CRD# 6356534) is an Investment Advisor Representative working at Blue Sky Capital Consultants Group, Inc. in Poway, CA and has over 13 years of experience in the finance industry. Scott Nabb has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Frederick Pearson (CRD# 5788534) is an Investment Advisor Representative working at Pearson, Frederick, Norman Jr. in Poway, CA and has over 14 years of experience in the finance industry.
Robert Recchia (CRD# 801806) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Poway, CA and has over 29 years of experience in the finance industry.
Andrew Rizk (CRD# 6184459) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Poway, CA and has over 10 years of experience in the finance industry.
Larry Steckler (CRD# 2621508) is an Investment Advisor Representative working at Blue Sky Capital Consultants Group, Inc. in Poway, CA and has over 28 years of experience in the finance industry. Larry Steckler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Kathleen Stephens (CRD# 4791863) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Poway, CA and has over 15 years of experience in the finance industry.
Mark Wozmak (CRD# 2681573) is an Investment Advisor Representative working at Edward Jones in Poway, CA and has over 28 years of experience in the finance industry. Mark Wozmak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michelle Lin (CRD# 5506063) is an Investment Advisor Representative working at Blue Sky Capital Consultants Group, Inc. in Poway, CA and has over 14 years of experience in the finance industry. Michelle Lin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Dean Lycas (CRD# 2802536) is an Investment Advisor Representative working at Dean R. Lycas in Poway, CA and has 1 year of experience in the finance industry.
John Malaney (CRD# 7535924) is an Investment Advisor Representative working at Engineering Financial Independence, Inc. in Poway, CA and has over 2 years of experience in the finance industry.