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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...
Frank Amelio (CRD# 1488977) is an Investment Advisor Representative working at Focus Investment Advisors, Inc. in Solana Beach, CA and has over 37 years of experience in the finance industry.
Colin Beamish (CRD# 5162074) is an Investment Advisor Representative working at City National Securities, Inc. in Solana Beach, CA and has over 11 years of experience in the finance industry. Colin Beamish 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.
Jon Beyrer (CRD# 4774761) is an Investment Advisor Representative working at Blankinship & Foster, LLC in Solana Beach, CA and has 1 year of experience in the finance industry. Jon Beyrer 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.
David Brenner (CRD# 1370881) is an Investment Advisor Representative working at D. M. Brenner, Inc. in Solana Beach, CA and has over 38 years of experience in the finance industry.
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.
Frederick Brooks (CRD# 3157903) is an Investment Advisor Representative working at Blankinship & Foster, LLC in Solana Beach, CA and has over 25 years of experience in the finance industry. Frederick Brooks 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 Caine (CRD# 2753379) is an Investment Advisor Representative working at Csj Wealth Management, LLC in Solana Beach, CA and has over 27 years of experience in the finance industry.
Herman Chang (CRD# 2547864) is an Investment Advisor Representative working at Cornerstone Asset Advisors Inc. in Solana Beach, CA and has over 29 years of experience in the finance industry.
James Conole (CRD# 5958476) is an Investment Advisor Representative working at Root Financial Partners in Solana Beach, CA and has over 10 years of experience in the finance industry. James Conole 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.