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.
John O'Reilly (CRD# 5212515) is the owner and founder of the registrered investment advisory firm O'Reilly Wealth Advisors LLC (OWA) in Carlsbad, CA and has over 9 years of experience in the financial services industry.
The firm provides holistic financial planning advice and assistance with executing the advice. John designed the firm from the ground up to give clients the highest probability of achieving their tangible financial goals.
John conducts regular meetings with a third party CFP and the clients' own CPA collaboratively developing the advice which then contains the collective...
Jerrilynn Myers (CRD# 2819317) is an Investment Advisor Representative working at Myers Financial Group, Inc. in Ramona, CA and has over 20 years of experience in the finance industry. Jerrilynn Myers 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.