Distance Metro area (25 miles)
- 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
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...
Thomas Brenner CFP® (CRD# 4458594) is an Investment Advisor Representative working at Nautilus Advisors LLC in San Diego, CA and has over 14 years of experience in the finance industry.
I am a fee based advisor (fee-only with regard to investments) and I do provide insurance and other risk management tools on a commission basis. My focus is on retirement & income planning, tax advantaged strategies, and long-term portfolio management.
We opened our doors in 2002 with a clear and simple mission: to grow and protect our clients’ wealth by implementing durable, resilient investment strategies that are both comfortable for our clients and suitable for their financial circumstances.
Orion Capital Management LLC is a privately-owned Registered Investment Advisor based in Coronado, California. We are an independent fiduciary, and as such we guard the interests of our clients vigorously. We are committed to providing our clients portfolio management that is grounded in our objective research and judgment.
Our firm is structured...
Kent Engdahl (CRD# 3160732) is an Investment Advisor Representative working at Mkt Advisors LLC in Escondido, CA and has over 18 years of experience in the finance industry. Kent Engdahl 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.