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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...
Kevin Appelbaum (CRD# 2732809) is an Investment Advisor Representative working at Osaic Wealth, Inc. in El Cajon, CA and has over 27 years of experience in the finance industry.
Jason Barney (CRD# 3167740) is an Investment Advisor Representative working at Wealth Alliance, LLC in El Cajon, CA and has over 25 years of experience in the finance industry.
Warren Barrett (CRD# 5952363) is an Investment Advisor Representative working at Global View Capital Management LLC in El Cajon, CA and has over 12 years of experience in the finance industry.
J Burton (CRD# 5915880) is an Investment Advisor Representative working at Lpl Financial LLC in El Cajon, CA and has over 12 years of experience in the finance industry.
Ryan Gonzales (CRD# 5513286) is an Investment Advisor Representative working at True Fiduciary Capital, LLC in El Cajon, CA and has over 15 years of experience in the finance industry. Ryan Gonzales 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.
Matthew Howard (CRD# 7021045) is an Investment Advisor Representative working at Lpl Financial LLC in El Cajon, CA and has over 5 years of experience in the finance industry.
Lanny Howarter (CRD# 813591) is an Investment Advisor Representative working at Crown Capital Securities, LP in El Cajon, CA and has over 31 years of experience in the finance industry.
James Jiao (CRD# 2544249) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in El Cajon, CA and has over 29 years of experience in the finance industry.
David Jones (CRD# 6481381) is an Investment Advisor Representative working at Edward Jones in El Cajon, CA and has over 8 years of experience in the finance industry.