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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...
Derek Anthony (CRD# 2988107) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in La Jolla, CA and has over 26 years of experience in the finance industry.
Marc Arcidiacono (CRD# 2729136) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in La Jolla, CA and has over 27 years of experience in the finance industry. Marc Arcidiacono 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.
Perry Bacon (CRD# 4952750) is an Investment Advisor Representative working at Lpl Financial LLC in La Jolla, CA and has over 17 years of experience in the finance industry.
Frank Baldwin (CRD# 1415901) is an Investment Advisor Representative working at Ubs Financial Services Inc. in La Jolla, CA and has over 37 years of experience in the finance industry.
Daniel Barba (CRD# 1348124) is an Investment Advisor Representative working at Private Portfolio Of San Diego in La Jolla, CA and has over 25 years of experience in the finance industry.
Cody Barner (CRD# 6752800) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in La Jolla, CA and has over 5 years of experience in the finance industry.
Julian Bartolomei (CRD# 6015085) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in La Jolla, CA and has over 12 years of experience in the finance industry.
Sandy Bayne (CRD# 5801113) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in La Jolla, CA and has over 13 years of experience in the finance industry.
Sandra Bazan (CRD# 4666407) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in La Jolla, CA and has over 19 years of experience in the finance industry.
Dennis Bell (CRD# 1602670) is an Investment Advisor Representative working at Lpl Financial LLC in La Jolla, CA and has over 37 years of experience in the finance industry. Dennis Bell 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.