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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...
Mark Andrews (CRD# 2546683) is an Investment Advisor Representative working at Andrews Capital Management Inc. in Coronado, CA and has 1 year of experience in the finance industry. Mark Andrews 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.
Hayley Beard (CRD# 5578063) is an Investment Advisor Representative working at Edward Jones in Coronado, CA and has over 15 years of experience in the finance industry.
Jane Braun (CRD# 1020782) is an Investment Advisor Representative working at Commonwealth Financial Network in Coronado, CA and has over 20 years of experience in the finance industry. Jane Braun 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.
Julia Doyle (CRD# 5453032) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Coronado, CA and has over 13 years of experience in the finance industry.
Sergio Godinez (CRD# 4294647) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Coronado, CA and has over 20 years of experience in the finance industry.
Kevin Hansen (CRD# 5710677) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Coronado, CA and has over 13 years of experience in the finance industry. Kevin Hansen 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.
Leigh Harns (CRD# 6268718) is an Investment Advisor Representative working at Invicta Financial Group in Coronado, CA and has over 6 years of experience in the finance industry.
Travis Harrington (CRD# 4778402) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Coronado, CA and has over 19 years of experience in the finance industry. Travis Harrington 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.
John Hart (CRD# 7054518) is an Investment Advisor Representative working at Hayes Hart Cpa's Wealth Management, Inc. in Coronado, CA and has over 5 years of experience in the finance industry.