-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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...
Michael Montgomery (CRD# 5528862) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Alpine, CA and has over 15 years of experience in the finance industry.
Douglas Williams (CRD# 6267486) is an Investment Advisor Representative working at Edward Jones in Alpine, CA and has over 10 years of experience in the finance industry.
Baron Willis (CRD# 1161335) is an Investment Advisor Representative working at Chelsea Advisory Services, Inc. in Alpine, CA and has over 27 years of experience in the finance industry.
Michelle Hall (CRD# 7722293) is an Investment Advisor Representative working at Creative Planning in Alpine, CA and has 1 year of experience in the finance industry.
Kevin Christensen is an Investment Advisor Representative working at LPL Financial LLC in San Diego, CA and has over 12 years of experience in the finance industry.
Paul Lim (CRD# 5084834) is an Investment Advisor Representative working at The Wealth Consulting Group in San Diego, CA and has over 16 years of experience in the finance industry. Paul Lim 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Leonel Aceituno (CRD# 6160948) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in San Diego, CA and has over 10 years of experience in the finance industry.
Gilda Aceves (CRD# 5667943) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Diego, CA and has over 12 years of experience in the finance industry.