Cfp advisor in San Diego, CA
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Beacon Pointe Advisors
● Closedn and a disciplined investment approach to help clients achieve their financial goals. With over 25 years of experience in the financial industry, Bob specializes in wealth management, financial planning, and retirement planning for individuals and families. Prior to joining Beacon Pointe, Bob worked at UBS Financial Services as a Senior Vice President. Bob graduated from the University of California, Irvine with a degree in Economics and holds the Certified Financial Planner™ (CFP®) designation. In his free time, Bob enjoys playing golf, traveling, and spending time with his wife and two children. Susan is a Senior Wealth Advisor at Beacon Pointe Advisors and is responsible for working with individuals, families, and businesses to develop customized financial plans to meet their specific needs and goals. With over 20 years of experience in the financial industry, Susan specializes in retirement planning, estate planning, and investment management. Prior to joining Beacon Pointe, Susan worked at Merrill Lynch as a Financial Advisor. Susan graduated from the University of California, Los Angeles with a degree in Economics and holds the Certified Financial Planner™ (CFP®) designation. In her free time, Susan enjoys hiking, cooking, and volunteering in her community. Overall, Beacon Pointe Advisors in San Diego, California, offers a comprehensive range of financial services including investment advisory services, financial planning, wealth management, and retirement plan services. With a team of experienced and dedicated advisors, Beacon Pointe is committed to helping clients achieve their financial goals and secure their financial future.
12750 High Bluff Dr Suite 460, San Diego, CA 92130, United States -
Traction Wealth & Insurance Solutions - Brandon Sussman, CFP®
● ClosedTraction Wealth & Insurance Solutions, led by Brandon Sussman, CFP®, is a reputable finance institution located at 600 West Broadway in San Diego, California. Specializing in wealth management and insurance solutions, the institution offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert advice, Traction Wealth & Insurance Solutions is dedicated to helping individuals and families navigate the complexities of finance with confidence and peace of mind.
600 W Broadway, San Diego, CA 92101, United States -
Daniel Shahmoradian, CFP - Financial Planner
● ClosedDaniel Shahmoradian, CFP - Financial Planner is a renowned finance institution located at 600 West Broadway in the vibrant city of San Diego, California, United States. Specializing in comprehensive financial planning services, Daniel Shahmoradian, CFP offers expert advice and guidance to help clients achieve their financial goals and secure their future. With a focus on personalized solutions tailored to each individual's unique needs and circumstances, this institution is dedicated to providing top-notch financial services and ensuring client satisfaction. Trust Daniel Shahmoradian, CFP - Financial Planner to help you navigate the complexities of finance and pave the way towards a secure and prosperous financial future.
600 W Broadway #600, San Diego, CA 92101, United States -
D. Scott Bloom, CFP
● OpenD. Scott Bloom, CFP is a finance institution located at 5755 Oberlin Drive in San Diego, California, United States. The institution encourages individuals to look at situations from multiple perspectives to gain a better understanding and make informed judgments. The institution provides general information and does not offer specific investment advice. Clients are advised to consult with their financial advisor before making any investment decisions. The institution believes in turning problems into opportunities and capitalizing on uncertainty. The LPL registered representative associated with this institution is authorized to conduct business with residents of California, Colorado, Idaho, Georgia, Texas, and North Carolina.
5755 Oberlin Dr #301, San Diego, CA 92121, United States -
Darrin A. Santos, CFP®-FSI Wealth
● ClosedDarrin A. Santos, CFP®-FSI Wealth is a leading financial institution located in San Diego, California. Our team of Certified Financial Planners is dedicated to helping clients achieve their financial goals through personalized wealth management services. With a focus on financial security and growth, we provide expert advice and guidance to help clients navigate the complexities of the financial world. Visit us at 1455 Frazee Road to learn more about how we can help you secure your financial future.
1455 Frazee Rd Ste. 804-A, San Diego, CA 92108, United States -
Paul A. Neves, CFP®, ChFC® -FSI Wealth
● ClosedPaul A. Neves, CFP®, ChFC® - FSI Wealth is a reputable finance institution located at 1455 Frazee Road in San Diego, California. As a Certified Financial Planner and Chartered Financial Consultant, Paul A. Neves and his team at FSI Wealth provide expert financial planning and wealth management services to clients in the United States. With a focus on personalized strategies tailored to each client's unique financial goals, FSI Wealth is dedicated to helping individuals and families achieve financial success and security. Visit their office in San Diego or contact them for a consultation to learn more about how they can help you reach your financial objectives.
1455 Frazee Rd Suite 804, San Diego, CA 92108, United States -
Ivan A Schleder - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedIvan A Schleder is a financial advisor at Ameriprise Financial Services, LLC located at 8880 Rio San Diego Drive, San Diego, California, United States. Ivan holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Ivan specializes in wealth management, retirement planning, estate planning, investment strategies, and insurance products, offering comprehensive financial services to individuals, retirees, small business owners, and high net worth clients. Ivan is dedicated to providing expert advice and personalized financial solutions to help clients achieve their financial goals.
8880 Rio San Diego Dr 8th Floor, San Diego, CA 92108, United States -
Cetera Advisor Networks - David R. Bretz, CFP
● ClosedCetera Advisor Networks - David R. Bretz, CFP is a finance institution located in San Diego, California, United States. With a focus on providing comprehensive financial planning services, David R. Bretz, a Certified Financial Planner, leads a team of experienced advisors who are dedicated to helping clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, the professionals at Cetera Advisor Networks are committed to providing personalized and tailored solutions to meet your individual needs. Located at 3131 Camino Del Rio North, this institution offers a convenient and accessible location for clients in the San Diego area.
3131 Camino Del Rio N STE 300, San Diego, CA 92108, United States -
Jonathan D. Murphy, CFP - Northwestern Mutual Wealth Management Co.
● ClosedJonathan D. Murphy, CFP - Northwestern Mutual Wealth Management Co. is a reputable finance and insurance agency located at 600 West Broadway in San Diego, California, United States. With a focus on providing top-notch financial planning and wealth management services, the institution is dedicated to helping clients achieve their financial goals and secure their future. Jonathan D. Murphy, a Certified Financial Planner, leads a team of professionals who are committed to delivering personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Jonathan D. Murphy, CFP - Northwestern Mutual Wealth Management Co. is the go-to institution for all your financial needs.
600 W Broadway #600, San Diego, CA 92101, United States -
Brian Bickford, CFP
● ClosedBrian Bickford, CFP is a finance institution located at 4370 La Jolla Village Drive in San Diego, California, United States. Specializing in financial planning and investment management, Brian Bickford, CFP offers personalized services to help clients achieve their financial goals. With a Certified Financial Planner on staff, clients can trust in the expertise and professionalism of this institution. Whether you are looking to plan for retirement, save for a major purchase, or simply grow your wealth, Brian Bickford, CFP is here to help you every step of the way.
4370 La Jolla Village Dr #400, San Diego, CA 92122, United States -
LPL FINANCIAL - Arthur Muniz, CFP®, CEPA, AIF®
● ClosedLPL Financial - Arthur Muniz, CFP®, CEPA, AIF® is a finance and insurance agency located at 402 West Broadway, San Diego, California, United States. The institution specializes in helping clients prepare to exit their business with planning and purpose, creating lifetime partnerships built on mutual respect and collaboration. They offer comprehensive financial planning tailored to individual needs, M&A guidance, investment strategies for high-net-worth individuals and entrepreneurs, life insurance planning, charitable planning, and estate planning. The team, led by Arthur Muniz, is dedicated to maximizing the value of clients' companies and ensuring their financial success. Securities and advisory services are offered through LPL Financial, a registered investment advisor.
402 W Broadway Suite 400, San Diego, CA 92101, United States -
Edward Jones - Financial Advisor: Joshua Lightcap, CFP®|CEPA®|AAMS™|CRPS™
● ClosedEdward Jones - Financial Advisor Joshua Lightcap, CFP®, CEPA®, AAMS™, CRPS™ is a trusted financial institution located at 5083 Santa Monica Avenue in San Diego, California. Specializing in providing comprehensive financial planning services, Joshua Lightcap and his team are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and a commitment to excellence, Edward Jones is the go-to destination for individuals and families looking for expert financial advice and guidance. Contact them today to schedule a consultation and start planning for a brighter financial future.
5083 Santa Monica Ave Suite 1 A, San Diego, CA 92107, United States -
Merrill Lynch Private Wealth Advisor Monica M Piepenkotter
● OpenMerrill Lynch Private Wealth Advisor Monica M Piepenkotter, located at 7825 Fay Avenue in San Diego, California, offers personalized financial services to a limited number of clients. With a focus on trust and personalized service, Ms. Piepenkotter delivers disciplined wealth management strategies and personalized planning to help clients simplify their lives and confidently enjoy their wealth. With extensive experience in finance, including working with ultra-high net worth families and business owners, Monica provides comprehensive services such as asset and liability management, trust and estate planning, tax minimization strategies, and cash management. She is a Chartered Financial Analyst (CFA®) charter holder and a Certified Financial Planner (CFP®) certification holder. As part of Merrill Private Wealth Management, clients have access to industry-leading research and expert analysis to help them stay ahead. The institution offers a goals-based wealth management approach, putting clients at the center of every personalized strategy. By working with a team of specialists and drawing on the resources of a global financial institution, clients can create strategies that reflect their aspirations for themselves and future generations. Merrill is committed to providing clients with access to investment insights and banking convenience, as well as investing in client tools and new technology to enhance the overall experience.
7825 Fay Ave Suite 300, La Jolla, CA 92037, United States -
Jared Papin, CFP - UBS Financial Services Inc.
● OpenJared Papin, CFP - UBS Financial Services Inc. is a reputable finance institution located at 1200 Prospect Street in San Diego, California, United States. With a focus on providing comprehensive financial planning services, Jared Papin and his team of professionals offer personalized advice and solutions to help clients achieve their financial goals. As a Certified Financial Planner, Jared Papin brings a high level of expertise and knowledge to the table, ensuring that clients receive top-notch service and guidance. Whether you are looking to invest, plan for retirement, or manage your wealth, Jared Papin, CFP - UBS Financial Services Inc. is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
1200 Prospect St #100, La Jolla, CA 92037, United States -
Dustin Tracy, CFP - UBS Financial Services Inc.
● OpenDustin Tracy, CFP - UBS Financial Services Inc. is a reputable finance institution located at 600 West Broadway in San Diego, California, United States. Specializing in financial planning and wealth management, Dustin Tracy and his team provide expert guidance and personalized solutions to help clients achieve their financial goals. With a focus on professionalism and integrity, they offer a wide range of services including investment planning, retirement planning, estate planning, and more. Clients can trust in the expertise and experience of Dustin Tracy, a Certified Financial Planner, and the resources of UBS Financial Services Inc. to secure their financial future.
600 W Broadway UNIT 2100, San Diego, CA 92101, United States -
Robert Brower, CFP CIMA - UBS Financial Services Inc.
● OpenRobert Brower, CFP CIMA - UBS Financial Services Inc. is a leading finance institution located at 600 West Broadway in San Diego, California, United States. Specializing in wealth management and financial planning, our team of experts is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored solutions, we strive to provide top-notch financial advice and guidance to individuals, families, and businesses. Trust Robert Brower, CFP CIMA - UBS Financial Services Inc. for all your financial needs.
600 W Broadway UNIT 2100, San Diego, CA 92101, United States -
Edward Jones - Financial Advisor: Jake Sutton, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Jake Sutton, CFP®|AAMS™ is a leading financial institution located at 2550 Fifth Avenue in San Diego, California. Specializing in personalized financial planning and investment management services, Jake Sutton, a Certified Financial Planner and Accredited Asset Management Specialist, provides expert guidance to help clients achieve their financial goals. With a commitment to integrity, trust, and exceptional customer service, Edward Jones is dedicated to helping individuals and families make informed decisions about their finances and secure their financial futures.
2550 Fifth Ave # 65, San Diego, CA 92103, United States -
| Nathan Medina l LPL Financial CFP, Financial & Retirement Planning
● ClosedNathan Medina l LPL Financial CFP is a reputable institution located at 1255 Scott Street in San Diego, California. Specializing in financial and retirement planning, they offer expert advice and personalized solutions to help individuals achieve their financial goals. With a certified financial planner on staff, clients can trust in the expertise and professionalism of the team. Whether you are looking to plan for retirement, invest for the future, or secure your financial stability, Nathan Medina l LPL Financial CFP is dedicated to providing top-notch service and guidance.
1255 Scott St, San Diego, CA 92106, United States -
Steve Balaban, CFP , Financial Designs, Ltd.
● ClosedSteve Balaban, CFP, Financial Designs, Ltd. is a reputable financial institution located at 5075 Shoreham Place in San Diego, California, United States. Specializing in providing comprehensive financial planning services, Steve Balaban and his team offer personalized strategies to help clients achieve their financial goals. With a focus on integrity and professionalism, Financial Designs, Ltd. is dedicated to helping individuals and families secure their financial future. Whether you are looking to invest, plan for retirement, or navigate complex financial decisions, Steve Balaban, CFP, Financial Designs, Ltd. is committed to providing expert guidance and support every step of the way.
5075 Shoreham Pl Suite 200, San Diego, CA 92122, United States -
Edward Jones - Financial Advisor: Jason M Lavely, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Jason M Lavely, CFP®|AAMS™ is a reputable finance institution located at 3007 Clairemont Drive, San Diego, California. With a focus on providing expert financial advice and services, Jason M Lavely, a Certified Financial Planner™ and Accredited Asset Management Specialist™, offers personalized solutions to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Jason M Lavely, CFP®|AAMS™ is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
3007 Clairemont Dr E, San Diego, CA 92117, United States -
Merrill Lynch Financial Advisor Robert Rose
● ClosedMerrill Lynch Financial Advisor Robert Rose, located at 701 B Street in San Diego, California, is a finance institution that prides itself on providing exemplary client service. Robert Rose, CFP®, the Managing Director and Wealth Management Advisor, has been recognized by Forbes as one of the "Best-in-State Wealth Advisors" from 2018 to 2023. With over 30 years of experience in the financial industry, Robert is committed to helping clients address their financial concerns and achieve their goals. Supported by the global resources of Merrill Lynch, Robert's team consists of talented and experienced individuals who are dedicated to building strong client relationships based on trust and personalized service. As a Senior Portfolio Manager, Robert focuses on developing personalized investment strategies for high net worth individuals, corporate executives, business owners, and retirees.
701 B St 24th Floor, San Diego, CA 92101, United States -
Blake Gallion, CFP
● OpenBlake Gallion, CFP is a finance institution located at 12396 World Trade Drive in San Diego, California. Specializing in personalized financial guidance for individuals and families throughout retirement, we offer comprehensive services to address all aspects of a living financial plan. From tax and insurance to giving and legacy planning, we aim to alleviate the stress and worry associated with retirement planning so that our clients can focus on enjoying their lives. Our team partners with clients at all stages of retirement planning, whether they are still saving for retirement or looking to maximize their giving strategy. We offer a free guide outlining the six essential elements needed for a successful retirement plan and are dedicated to helping individuals understand their financial situation, make informed decisions, and achieve their goals with confidence.
12396 World Trade Dr UNIT 310, San Diego, CA 92128, United States -
Jon Luskin, CFP®
● ClosedJon Luskin, CFP® is a reputable finance institution located in San Diego, California, United States. With a focus on providing expert financial planning services, Jon Luskin, CFP® helps clients navigate their financial goals and secure their financial future. With a team of experienced professionals, they offer personalized financial advice and comprehensive solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, Jon Luskin, CFP® is dedicated to helping you achieve your financial aspirations.
San Diego, CA 92101, United States -
Edward Jones - Financial Advisor: Trey Gallegos, CFP®|ChFC®|CPWA®
● ClosedEdward Jones - Financial Advisor: Trey Gallegos, CFP®|ChFC®|CPWA® is a reputable finance institution located at 11440 West Bernardo Court in San Diego, California, United States. With a team led by Trey Gallegos, who holds the prestigious certifications of CFP®, ChFC®, and CPWA®, the institution offers expert financial advice and planning services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Edward Jones is dedicated to providing personalized solutions tailored to your individual needs. Trust in the expertise and professionalism of Edward Jones - Financial Advisor: Trey Gallegos, CFP®|ChFC®|CPWA® for all your financial needs.
11440 W Bernardo Ct #272, San Diego, CA 92127, United States -
Perry A. Zeigler, CFP, CIMA, CPWA - UBS Financial Services Inc.
● OpenPerry A. Zeigler, CFP, CIMA, CPWA - UBS Financial Services Inc. is a renowned financial institution located in San Diego, California. With a focus on providing comprehensive financial planning and investment management services, Perry A. Zeigler and his team of experienced professionals strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial situations, Perry A. Zeigler, CFP, CIMA, CPWA - UBS Financial Services Inc. is dedicated to providing personalized solutions tailored to your individual needs. Visit their office at 12220 El Camino Real to learn more about their services and how they can help you achieve financial success.
12220 El Camino Real Suite 400, San Diego, CA 92130, United States -
Kent Thompson - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedKent Thompson - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 13520 Evening Creek Drive North, San Diego, California, United States. Kent Thompson holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, and financial planning for various client needs. Kent Thompson is dedicated to providing comprehensive financial advice and services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. With a focus on ethical practices and continuing education, Kent Thompson is committed to helping clients achieve their financial goals.
13520 Evening Creek Dr N #110, San Diego, CA 92128, United States -
Benjamin Nussbaum, CFP - UBS Financial Services Inc.
● OpenBenjamin Nussbaum, CFP - UBS Financial Services Inc. is a finance institution located at 12220 El Camino Real in San Diego, California. As a Certified Financial Planner, Benjamin Nussbaum and his team at UBS Financial Services Inc. offer a wide range of financial services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, they strive to provide expert guidance and tailored solutions to meet the unique needs of each individual or business. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Benjamin Nussbaum and his team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
12220 El Camino Real Suite 400, San Diego, CA 92130, United States -
Tony Ricci, CFP
● ClosedTony Ricci, CFP is a comprehensive financial planning firm located in the heart of San Diego, California. Specializing in finance, health, and insurance services, our team of professionals is dedicated to helping individuals and families achieve their financial goals. With a focus on personalized solutions and expert advice, Tony Ricci, CFP strives to provide top-notch service to our clients. Visit us at 2831 Camino del Rio South to learn more about how we can help you secure your financial future.
2831 Camino del Rio S Suite 101, San Diego, CA 92108, United States -
Edward Jones - Financial Advisor: Robert Farwell, CFP®
● ClosedEdward Jones - Financial Advisor: Robert Farwell, CFP® is a trusted financial institution located at 6050 Santo Road in San Diego, California, United States. As a Certified Financial Planner, Robert Farwell provides personalized financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones is dedicated to providing top-notch financial guidance and support. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Robert Farwell, CFP® is committed to helping clients secure their financial futures.
6050 Santo Rd Suite 140, San Diego, CA 92124, United States -
Brian Young, CFP, CRPS - UBS Financial Services Inc.
● OpenBrian Young, CFP, CRPS - UBS Financial Services Inc. is a reputable finance institution located at 12220 El Camino Real in San Diego, California, United States. With a team of experienced professionals, including Certified Financial Planners and Chartered Retirement Plans Specialists, they offer a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, Brian Young and his team are dedicated to providing personalized solutions tailored to your specific needs. Trust UBS Financial Services Inc. to help you navigate the complexities of the financial world and secure your financial future.
12220 El Camino Real Suite 400, San Diego, CA 92130, United States
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