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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...
Matt Addington (CRD# 5110554) is an Investment Advisor Representative working at Worthpointe in Ramona, CA and has over 17 years of experience in the finance industry. Matt Addington 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.
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.
Luscinda Boyd (CRD# 4705912) is an Investment Advisor Representative working at Ernst & Young Investment Advisers LLP in San Diego, CA and has over 20 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.
John Chapman (CRD# 5814089) is an Investment Advisor Representative working at Worthpointe in Ramona, CA and has over 12 years of experience in the finance industry. John Chapman 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.
Brian Chew (CRD# 6128770) is an Investment Advisor Representative working at Cliveden Capital Management, LLC in Jamul, CA and has over 11 years of experience in the finance industry.
William Clark (CRD# 1527094) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Ramona, CA and has over 29 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.
Jose Covarrubias (CRD# 5738210) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chula Vista, CA and has over 10 years of experience in the finance industry.