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.
Mick Heyman (CRD# 2626240) is an Investment Advisor Representative working at Heyman Investment Counseling (HIC) LLC in San Diego, CA and has over 35 years of experience in the investment industry.
HIC specializes in mianaging portfolios for individuals and tailoring their portfolio to meet their unique investment goals.
The equity philosophy is is to protect capital, provide a growing level of inceme an and achieve consistent returns over long periods of time. HIC focusses on 3 types of stocks, Quality Yield, Cyclical Growth and Superior Earnings. The buy discipline blends 3 tyoes of...
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...
Kevin Christensen is an Investment Advisor Representative working at LPL Financial LLC in San Diego, CA and has over 7 years of experience in the finance industry.
Overland & Shanahan is a comprehensive financial planning firm that specializes in investment management, insurance planning, college education planning and tax minimization strategies. They also work with small business owners in designing employee benefit plans including qualified retirement plans and executive benefit packages.
Bull Oak Capital is a Registered Independent Advisor (RIA) firm in San Diego. As an RIA firm, we are required by law to act as a fiduciary towards our clients. This means that we always put our clients interests before our own. As a fee-only financial advisor, we are only paid directly by you, the client.
Our firm’s philosophy focuses on low costs, passive (index) investing, and holistic financial planning. We are committed to the financial planning process as it is an antecedent to portfolio management. The plan's findings will be integrated around the client's specific and...