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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...
Gary Bjornson (CRD# 850562) is an Investment Advisor Representative working at Lpl Financial LLC in Lakeside, CA and has over 28 years of experience in the finance industry.
Sean Bradford (CRD# 5175601) is an Investment Advisor Representative working at Speiro Investments, LLC in Lakeside, CA and has over 17 years of experience in the finance industry.
Scott Clements (CRD# 5455970) is an Investment Advisor Representative working at Cavu Wealth Management in Lakeside, CA and has over 16 years of experience in the finance industry.
Charles Denherder (CRD# 5506488) is an Investment Advisor Representative working at Cavu Wealth Management in Lakeside, CA and has over 15 years of experience in the finance industry.
Cory Denherder (CRD# 6783964) is an Investment Advisor Representative working at Cavu Wealth Management in Lakeside, CA and has over 6 years of experience in the finance industry. Cory Denherder 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.
Daniel Gomes (CRD# 6150133) is an Investment Advisor Representative working at Cavu Wealth Management in Lakeside, CA and has over 11 years of experience in the finance industry. Daniel Gomes 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.
Phillip Jones (CRD# 4788541) is an Investment Advisor Representative working at Cavu Wealth Management in Lakeside, CA and has over 18 years of experience in the finance industry. Phillip Jones 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 Miller (CRD# 2229977) is an Investment Advisor Representative working at Wbb Securities, LLC in Lakeside, CA and has over 31 years of experience in the finance industry.
Jelveh Pedraza (CRD# 5570561) is an Investment Advisor Representative working at Cavu Wealth Management in Lakeside, CA and has over 15 years of experience in the finance industry.