Thomas Blottenberger, financial advisor Lakeside CA

Thomas Blottenberger

CRD Number: 5769283
Current Firm: Paradigm Shift Financial, LLC
Compensation Model: Both

 

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 to other families. He was so determined that this was his life’s work that he switched from the medical field to the financial world and passed the 10-hour test to achieve the CFP® (Certified Financial Planner) designation before graduating from college. Thomas then joined an exclusive group by adding the ChFC® (Chartered Financial Consultant) designation, one of the most extensive designations in financial planning.

 

Thomas Blottenberger is unique in his industry; he helps clients to evaluate each piece of their financial picture and structures it properly with the other professionals in their lives. He sincerely cares about his clients, and works to protect their balance sheets so no unexpected life events can rob the wealth they are building. Teaching clients cash flow strategies and budgeting techniques, Thomas has helped individuals and couples save high percentages of income while still having lifestyle and enjoyment today. He believes that investment and retirement strategies should be customized to each person’s specific situation and should be evaluated with all of their assets. By using creative thinking and knowledge, he has helped clients to retire sooner than they thought possible. Thomas enjoys educating large groups of people and has been invited to speak at many events around the country.

 

Thomas was born and raised in Hawaii and now lives in San Diego, California. When not working, Thomas spends his time on the golf course attempting to break his best score and not his clubs. He also enjoys traveling and always finds something unique and interesting about every place he visits. Thomas believes in living a life without compromise, and strives to help his clients create the same confidence.

CONTACT
Advisory Practice Details
Services Offered:
  • Tax planning
  • Real estate
  • Business
  • Life
  • Long-term care
  • Charitable planning
  • Estate planning
  • Employer retirement plans
  • Budgeting
  • Debt management
  • Social security and retirement income
  • Asset allocation (advice only, not execution)
  • Indexing / passive investing
  • Investment management
  • Buying a home
  • Career change
  • College preparation
  • Divorce
  • Getting married
  • Having a child
  • Job loss
  • Retirement planning
  • Sudden wealth
Customer Specialties:
  • Approaching retirement
  • Career changers
  • Mid-career professionals
  • Recent grads
  • Retirees
  • Widow(er)s
  • Young professionals
  • Business executives
  • Entrepreneurs
  • Legal professionals
  • Medical professionals
  • Military
  • Small business owners
Professional Designations
Company Name Location Dates Years
Paradigm Shift Financial, LLC Lakeside, CA Oct 2023 - Current < 1
Paradigm Shift Financial, LLC Lakeside, CA Nov 2017 - Current 6
Park Avenue Securities La Jolla, CA Oct 2010 - Jan 2018 7
Park Avenue Securities San Diego, CA Jun 2010 - Jan 2018 7
Guardian Life Insurance Company La Jolla, CA Feb 2010 - Dec 2017 7
West Pac Wealth Partners San Diego, CA Feb 2010 - Oct 2017 7
Wealth Strategy Partners Honolulu, HI Feb 2010 - Dec 2014 4
Degree School Major Graduation Date
Bachelor of Science University of Hawaii at Manoa Finance Dec 2009
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2010
Contact Info for Thomas E. Blottenberger
Phone Number: (619) 436-5177
Registered State(s):
  • AZ
  • CA
  • FL
  • GA
  • HI
  • LA
  • TX
Current Firm Details
Paradigm Shift Financial, LLC
Firm's CRD Number: 289795
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, HI, LA, TX

Firm Disclaimer:

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS) 7 Hanover Square, New York, NY, 10004. Securities products/services and advisory services are offered through PAS, a registered broker/dealer and investment advisor (888.600.4667). Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect wholly owned subsidiary of Guardian. Wealth Strategy Partners, LLC is not an affiliate or subsidiary of PAS or Guardian.

PAS is a member of FINRA, SIPC.

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