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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...
Michael Woods (CRD# 6157391) is an Investment Advisor Representative working at Calton & Associates, Inc. in Escondido, CA and has over 10 years of experience in the finance industry.
John Yphantides (CRD# 4666758) is an Investment Advisor Representative working at Commonwealth Financial Network in Escondido, CA and has 1 year of experience in the finance industry.
Raymundo Catalan (CRD# 6650316) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Escondido, CA and has over 7 years of experience in the finance industry.
Chad Escobedo (CRD# 7854718) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Escondido, CA and has 1 year of experience in the finance industry.
Daniel Estell (CRD# 6492752) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Escondido, CA and has over 8 years of experience in the finance industry.
Thiago Garcia (CRD# 6492754) is an Investment Advisor Representative working at Lpl Financial LLC in Escondido, CA and has over 8 years of experience in the finance industry.
John Given (CRD# 7643625) is an Investment Advisor Representative working at Edward Jones in Escondido, CA and has 1 year of experience in the finance industry.
Darion Haggerty (CRD# 7484409) is an Investment Advisor Representative working at Edward Jones in Escondido, CA and has over 2 years of experience in the finance industry.
Nadia Mondragon (CRD# 7773855) is an Investment Advisor Representative working at Lpl Financial LLC in Escondido, CA and has 1 year of experience in the finance industry.
Jaime Niesley (CRD# 6442206) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Escondido, CA and has over 7 years of experience in the finance industry. Jaime Niesley 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.