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Distance Metro area (25 miles)
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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
One major event can have a profound effect on one’s life, changing dreams and sending you down a different path. Such an event changed Thomas Blottenberger’s life. Becoming a doctor was once on the horizon. Yet, midstream in his college education, Thomas’ grandfather was in need of heart bypass surgery and a valve replacement. He never returned home – never recovering after spending eight months in a coma. Thomas was witness to the pain, suffering, and financial hardship his family experienced.
Thomas knew immediately that he needed to do something to prevent this tragedy from happening...
Marie Accunzo (CRD# 2345668) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Carlsbad, CA and has over 30 years of experience in the finance industry.
Dana Albert (CRD# 6328703) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Carlsbad, CA and has over 9 years of experience in the finance industry.
Vincent Alessi (CRD# 5746417) is an Investment Advisor Representative working at Edward Jones in Carlsbad, CA and has over 14 years of experience in the finance industry.
James Allen (CRD# 1882869) is an Investment Advisor Representative working at Anchor Bay Capital, Inc. in Carlsbad, CA and has over 8 years of experience in the finance industry. James Allen 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.
Gregg Alsbury (CRD# 6125917) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Carlsbad, CA and has over 11 years of experience in the finance industry. Gregg Alsbury 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.
Avinash Alwani (CRD# 5668329) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Carlsbad, CA and has over 12 years of experience in the finance industry.
Lester Antman (CRD# 4506158) is an Investment Advisor Representative working at Simplyrich in Carlsbad, CA and has over 23 years of experience in the finance industry.
Gary Antone (CRD# 1871408) is an Investment Advisor Representative working at Antone Asset Management, Inc. in Carlsbad, CA and has over 25 years of experience in the finance industry.
Bruce Baker (CRD# 1844783) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Carlsbad, CA and has over 35 years of experience in the finance industry.