Private wealth services in San Diego, CA
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Andrew Norolahi - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedAndrew Norolahi is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 6725 Mesa Ridge Road in San Diego, California. Andrew holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, and investment strategies. As a Certified Divorce Financial Analyst and Certified Estate Planner™, Andrew is equipped to assist clients in navigating complex financial situations. His commitment to ongoing education and ethical standards ensures that clients receive comprehensive and tailored financial advice. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Andrew Norolahi is dedicated to helping you achieve your financial goals with integrity and professionalism.
6725 Mesa Ridge Rd Ste 200, San Diego, CA 92121, United States -
The Hunter Group Private Wealth Counseling
● OpenThe Hunter Group Private Wealth Counseling is a prestigious finance institution located at 12770 High Bluff Drive in San Diego, California. Our team of expert advisors provide personalized wealth management services to high-net-worth individuals, families, and businesses. With a focus on building long-term relationships based on trust and integrity, we offer comprehensive financial planning, investment management, and estate planning solutions tailored to meet our clients' unique goals and objectives. Trust The Hunter Group to help you navigate the complexities of wealth management and secure your financial future.
12770 High Bluff Dr UNIT 270, 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 -
Bank of America Private Client Advisor Dirk Harris
● OpenBank of America Private Client Advisor Dirk Harris is a finance institution located at 701 B Street in San Diego, California. As a Senior Vice President and Private Client Advisor, Dirk specializes in providing wealth management services to ultra-high-net worth individuals and families. With over 23 years of experience in the financial sector, Dirk offers comprehensive strategies tailored to each client's unique needs, focusing on managing and transitioning wealth. Dirk holds dual B.S. degrees in microbiology and finance, as well as certifications as a CERTIFIED FINANCIAL PLANNER™ professional and a CFA® charterholder. He is actively involved in the local community and various professional organizations, offering personalized financial guidance to clients in industries such as real estate and healthcare. Bank of America Private Bank has a long history of helping clients manage significant wealth, drawing on personalized approaches and resources to help individuals, families, businesses, and institutions achieve their financial goals. With a commitment to innovation and providing disciplined financial strategies, Bank of America Private Bank aims to make clients' goals a top priority. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult with their own advisors before making financial decisions.
701 B St, San Diego, CA 92101, United States -
Bank of America Private Client Advisor Esperanza Martinez
● OpenBank of America Private Client Advisor Esperanza Martinez is a prestigious finance institution located at 701 B Street in San Diego, California. As a private client advisor, Esperanza Martinez provides personalized financial services and guidance to high-net-worth individuals, families, and businesses. With a strong focus on building long-term relationships and tailoring strategies to meet the unique needs and goals of each client, this institution offers a high level of expertise and professionalism in wealth management, investment planning, and financial advisory services. Trustworthy and dedicated, Esperanza Martinez and the Bank of America Private Client Advisor team strive to help clients achieve their financial objectives and secure their financial future.
701 B St, San Diego, CA 92101, United States -
Tamara Galchenko Huey - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedTamara Galchenko Huey is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 3550 Camino Del Rio North, San Diego, California, United States. She 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®, CERTIFIED FINANCIAL PLANNER™, 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®. These certifications demonstrate her expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Tamara's knowledge and skills in asset management, investment strategies, estate planning, retirement planning, tax planning, risk management, and insurance products make her a trusted advisor in the finance industry.
3550 Camino Del Rio N Ste 100, San Diego, CA 92108, United States -
Jean-Charles Lebours - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJean-Charles Lebours is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 4655 Executive Drive in San Diego, California, United States. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many others, Jean-Charles Lebours specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. From asset management and investment strategies to estate planning and risk management, Jean-Charles Lebours offers expertise in a wide range of financial areas. Whether you are looking for retirement planning, insurance products, or investment opportunities, Jean-Charles Lebours can provide tailored solutions to meet your financial needs. Contact Jean-Charles Lebours - Private Wealth Advisor at Ameriprise Financial Services, LLC for expert financial advice and guidance.
4655 Executive Dr Ste #300, San Diego, CA 92121, United States -
Peter Dold - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedPeter Dold - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 4510 Executive Drive in San Diego, California, United States, offers a comprehensive range of financial services. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Peter Dold provides expert advice on asset management, investment strategies, estate planning, retirement planning, and insurance products. The institution also offers specialized certifications in areas such as behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, estate planning, exit planning, and more. With a commitment to excellence and a deep understanding of financial planning principles, Peter Dold is dedicated to helping clients achieve their financial goals and secure their future.
4510 Executive Dr Ste P9, San Diego, CA 92121, United States -
U.S. Bank - Private Wealth Advisor: Victor Vera
● ClosedU.S. Bank - Private Wealth Advisor: Victor Vera is a prestigious financial institution located at 530 B Street in San Diego, California. As a trusted private wealth advisor, Victor Vera provides personalized financial planning and investment management services to high-net-worth individuals and families. With a focus on building long-term relationships and delivering tailored solutions, U.S. Bank - Private Wealth Advisor: Victor Vera is committed to helping clients achieve their financial goals and secure their financial future. Experience exceptional service and expertise in wealth management at this esteemed institution.
530 B St, San Diego, CA 92101, United States -
Small Business Accountant San Diego
● ClosedSmall Business Accountant San Diego, located at 888 Summer Moon Road in San Marcos, California, is a trusted institution specializing in accounting and finance services. With a focus on minimizing tax burdens and maximizing profits, their team of experts have been consulting business owners for over 15 years. Dedicated to their clients' success, they offer tailored solutions to tax, accounting, and other business challenges. Serving private companies and their owners, Small Business Accountant San Diego provides exceptional service aimed at increasing profitability and preserving wealth. With a pricing guarantee that ensures no surprises in invoicing, their team is committed to providing top-notch service to clients in San Diego and beyond. Whether you're a small business, a large corporation, or a private individual, Small Business Accountant San Diego is here to help you navigate the complexities of accounting and finance. Contact them today to see how they can support your financial goals.
888 Summer Moon Rd, San Marcos, CA 92078, United States -
Kokopelli's Hideaway
● OpenKokopelli's Hideaway is a serene lodging institution located at 1176 Granite Mountain in Julian, California, United States. Surrounded by the Anza Borrego Desert State Park, this hidden gem offers private access to the Pacific Crest Hiking Trail along Highway S2. Just 8.5 miles from Julian and 16 miles from Borrego Springs, Kokopelli's Hideaway provides a peaceful retreat in the High Desert Region of San Diego County. Ideal for couples, small families, friends, hikers, photographers, and more, this secluded cottage offers a full-size kitchen, dining area, front room with a pull-out sofa, a bedroom with a California King bed, and a working area with a desk. Guests can relax on the patio for outdoor dining or stargazing, with unobstructed views of the dark sky every night of the year.
1176 Granite Mountain, Julian, CA 92036, United States -
ProActive Physical Therapy and Sports Medicine: Mission Valley
● ClosedProActive Physical Therapy and Sports Medicine: Mission Valley is a health institution located at 3704 Ruffin Road, San Diego, California, United States. The clinic offers comprehensive physical therapy and occupational therapy services in a spacious and welcoming environment complete with state-of-the-art amenities. With a team of experienced therapists, ProActive treats a wide range of conditions, from professional athletes to weekend warriors. The clinic features a private treatment room, exercise floor, and dedicated hand therapy area. Conveniently located off the 15 freeway by Aero Drive and Ruffin Road, the clinic offers stunning views of private planes landing at the Montgomery-Gibbs Executive Airport. The clinic's therapists specialize in treating injuries around the body, with occupational therapists focusing on hands and elbows. The team includes dedicated professionals such as Clinical Director Ella, licensed physical therapist Jayson, and Vice President Darian, who bring a wealth of experience and expertise to the institution. ProActive Mission Valley is committed to providing the best customer service to patients and partners, offering life-changing value through physical and occupational therapy services. Whether you're recovering from an injury or looking to maintain a healthy and active lifestyle, ProActive is here to help you get back on your feet. Contact the Mission Valley location for more information and personalized care.
3704 Ruffin Rd, San Diego, CA 92123, United States -
Bernd Brokerage
● OpenBernd Brokerage is a prestigious real estate agency located at 932 D Street in Ramona, California, United States. Nestled in the serene San Diego mountains, this property offers a tranquil retreat with awe-inspiring panoramic vistas of the western mountains. The home features a lavish entrance, generously sized kitchen with a dining area, and a walk-in pantry with a glass viewing door. Outside, various seating areas, a fire pit, and an in-ground pool with a jacuzzi offer a perfect setting for relaxation and entertainment. The master bedroom showcases stunning views and a spacious private bathroom. With three bedrooms that can serve versatile purposes, this residence caters to those seeking a simple, spacious, country-style home with breathtaking views. Additionally, the property offers a luxurious living experience in a desirable complex with a spacious condo featuring three oversized bedrooms, each with its own attached full bathroom. The mountain oasis in Ramona features a stunning 4 bedroom, 2.5 bathroom home with laminate flooring, an open floor plan, and owned solar panels. The property sits on a sprawling 2.07-acre lot with endless possibilities for outdoor enthusiasts. Lastly, a meticulously maintained 1.32-acre property in the heart of Ramona offers all usable land, RV storage, a barn, and a farmhouse style house with an updated kitchen and vaulted ceilings. This property is walking distance to schools and offers the best seats in town to watch the Ramona fireworks. Welcome to your dream home at Bernd Brokerage!
932 D St Suite 5, Ramona, CA 92065, United States -
Spindrift Archaeological Consulting
● ClosedSpindrift Archaeological Consulting is a renowned institution located at 8895 Towne Centre Drive in San Diego, California, United States. Specializing in the field of archaeology, their team of experts offers a wide range of consulting services to clients in need of archaeological assessments, surveys, and research. With a wealth of experience and a commitment to excellence, Spindrift Archaeological Consulting is dedicated to providing high-quality and comprehensive solutions for all archaeological needs. Whether you are a government agency, private developer, or non-profit organization, you can trust Spindrift Archaeological Consulting to deliver professional and reliable services tailored to your specific requirements.
8895 Towne Centre Dr Suite 105248, San Diego, CA 92122, United States -
Chase Bank
● ClosedChase Bank is a financial institution located at 13485 Pacific Highlands Ranch Parkway in San Diego, California, United States. As a full-service bank, Chase offers a range of services including ATMs, business banking, online and mobile banking, credit cards, and payment solutions tailored for businesses. With a team of experienced professionals, Chase provides guidance on improving cash flow, credit solutions, and payroll management. Chase also offers investment products and services through J.P. Morgan Wealth Management, a business of JPMorgan Chase & Co. Customers can access banking and investment products through J.P. Morgan Securities LLC and Chase Insurance Agency, Inc. Chase Private Client is a banking and investment service offering for approved deposit accounts. Please note that all account documents are available only in English.
13485 Pacific Highlands Ranch Pkwy, San Diego, CA 92130, United States -
Chase Bank
● ClosedChase Bank, located at 1881 Sunset Cliffs Boulevard in San Diego, California, is a full-service financial institution offering a range of services including ATM access, banking, and finance. With a team of business professionals specializing in cash flow improvement, credit solutions, and payroll management, Chase provides guidance to businesses. They also offer online and mobile banking services, business credit cards, and payment acceptance solutions tailored for businesses. J.P. Morgan Wealth Management, a business of JPMorgan Chase & Co., offers investment products and services through J.P. Morgan Securities LLC and annuities through Chase Insurance Agency, Inc. "Chase Private Client" is a banking and investment product and service offering. Chase Bank is a subsidiary of JPMorgan Chase & Co., and all account documents are available in English only for online applications. Please note that investing involves market risk and there is no guarantee of achieving investment objectives.
1881 Sunset Cliffs Blvd, San Diego, CA 92107, United States -
Chase Bank
● ClosedChase Bank, located at 3830 Valley Centre Drive, San Diego, California, is a full-service financial institution offering a range of banking and finance services. Whether you need help with cash flow management, credit solutions, or payroll, our team of business professionals is here to assist you. We also provide online and mobile banking services, business credit cards, and payment acceptance solutions tailored to meet the needs of businesses. As a subsidiary of JPMorgan Chase & Co., we are committed to helping our clients achieve their investment objectives while managing market risks. J.P. Morgan Wealth Management, a business of JPMorgan Chase & Co., offers investment products and services through J.P. Morgan Securities LLC and provides annuities through Chase Insurance Agency, Inc. Our affiliated companies, including JPMorgan Chase Bank, N.A., work together to provide comprehensive financial solutions to clients nationwide.
3830 Valley Centre Dr Ste 707, San Diego, CA 92130, United States -
Henderson, Caverly & Pum LLP
● ClosedHenderson, Caverly & Pum LLP is a highly regarded institution located at 12760 High Bluff Drive in San Diego, California, United States. Specializing in accounting, finance, and legal services, the firm has been a leader in estate planning, trust administration, family law, litigation, tax planning, and international private client services since 2001. The partners at Henderson, Caverly & Pum LLP bring a wealth of experience to their practice, with an average tenure of over 25 years. Many of the partners have backgrounds in national law firms, accounting firms, or government agencies, but have chosen to focus on providing personalized service and teamwork to their clients.
12760 High Bluff Dr #150, San Diego, CA 92130, United States -
Agiletic Law Group
● OpenAgiletic Law Group is a premier law institution located at 15030 Avenue of Science in San Diego, California, United States. Our team of experienced lawyers specializes in providing high-value, low-cost legal services to businesses of all sizes. Whether you are a startup looking to raise financing or a well-established company preparing for a corporate sale, we can assist you every step of the way. Our founder, James, has a wealth of corporate legal experience, having served as a partner at a global law firm and general counsel for a public biotech company. With over 150 public and private financing transactions and 50 merger and acquisition transactions under his belt, James is well-equipped to handle a variety of legal matters for companies in industries such as life sciences, technology, and services.
15030 Avenue of Science #201, San Diego, CA 92128, United States -
Sean Prosser
● ClosedSean Prosser is a prestigious institution located at 3580 Carmel Mountain Road in San Diego, California, United States. Specializing in legal services, Sean Prosser is led by highly experienced litigator Sean, who has a proven track record of successfully defending clients in various legal matters. With a focus on shareholder litigation, SEC investigations, FINRA actions, and other civil and criminal government investigations, Sean has represented a wide range of clients including public and private companies, officers, directors, broker-dealers, banks, and more. As a former SEC enforcement attorney, Sean brings a unique perspective to his practice and has successfully defended clients in securities investigations and white-collar actions initiated by regulatory authorities across the country. Sean's expertise extends to securities litigation, where he regularly defends public companies and their executives in shareholder lawsuits and derivative actions in state and federal courts, including the Delaware Court of Chancery.
stprosser@mintz.com l, 3580 Carmel Mountain Rd Suite 300, San Diego, CA 92130, United States -
Jackie Robert Geller, LLM Attorney At Law
● ClosedJackie Robert Geller, LLM Attorney At Law is a reputable law firm located at 5755 Oberlin Drive in San Diego, California. Specializing in various legal matters, Jackie Robert Geller, LLM offers expert legal advice and representation to clients in need. With a focus on providing personalized and professional services, this institution is dedicated to helping individuals navigate the complexities of the legal system. Whether you are facing a legal issue or seeking guidance on a specific matter, Jackie Robert Geller, LLM Attorney At Law is committed to advocating for your rights and achieving the best possible outcome for your case.
5755 Oberlin Dr #301, San Diego, CA 92121, United States -
UBS International
● ClosedUBS International, located at 600 West Broadway in San Diego, California, is a finance institution dedicated to helping investors optimize their tech exposure, seek durable income, and diversify across asset classes, regions, and sectors. The institution believes in understanding what wealth means for each individual, offering tailored financial advice to turn financial visions into reality. With a commitment to excellence, UBS provides expertise and guidance to keep clients ahead of the curve, especially in light of the implications of a potential rematch in the 2024 election. UBS offers a range of services to help clients pursue their financial goals, create wealth strategies for every stage of life, and understand market trends and investor mindsets. With a focus on individualized advice and connecting clients to experts and thought leaders, UBS aims to help clients achieve financial success. Additionally, the institution provides solutions for companies looking to attract and retain key talent, as well as resources for executives and family offices to excel in financial management.
600 W Broadway # 2800, San Diego, CA 92101, United States -
Verus Capital Partners
● ClosedVerus Capital Partners is a leading finance institution located in San Diego, California. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients, including investment management, financial planning, and capital raising. We pride ourselves on our commitment to transparency, integrity, and personalized service. Visit us at 3111 Camino Del Rio North to learn more about how Verus Capital Partners can help you achieve your financial goals.
3111 Camino Del Rio N #400, San Diego, CA 92108, United States -
Merrill Lynch Financial Advisor Keith Kitagawa
● ClosedMerrill Lynch Financial Advisor Keith Kitagawa is a finance institution located at 701 B Street in San Diego, California, United States. Keith Kitagawa has over 20 years of experience in the financial services industry and is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor® certificant. Keith offers comprehensive financial strategies and solutions tailored to each client's risk tolerance, time horizon, and investment goals. He specializes in advising high net worth individuals, corporate executives, business owners, entrepreneurs, and those experiencing liquidity events. Keith leverages the resources of Bank of America and Merrill Lynch to provide planning advice and help clients achieve their financial goals. He is dedicated to serving the community and is actively involved in various organizations in San Diego. By understanding each client's goals and priorities, Keith helps design and implement personalized plans to manage, grow, and preserve wealth while considering long-term impacts. With access to investment insights and banking solutions, Keith works with clients to develop customized approaches to address their financial needs and stay on track to achieve their goals. As a Merrill Lynch Wealth Management Advisor, Keith focuses on building a customized investment approach to address each client's needs and pursue their goals. By getting to know each client personally, Keith can offer personalized investment strategies and comprehensive financial solutions to help clients navigate the complexities of their financial lives.
701 B St 24th Floor, San Diego, CA 92101, United States -
Merrill Lynch Financial Advisor Jason L Corzine
● OpenMerrill Lynch Financial Advisor Jason L Corzine is a finance institution located at 11811 Bernardo Plaza Court, San Diego, California, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team at Merrill Lynch is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. Jason Corzine, a CERTIFIED FINANCIAL PLANNER™ certificant, leads the team with a focus on developing strategies and advice for individuals, families, and businesses. With a background in Economics and various leadership roles within the organization, Jason is dedicated to understanding his clients' short and long-term financial objectives.
11811 Bernardo Plaza Ct, San Diego, CA 92128, United States -
David W. Nicholls, DDS
● ClosedWelcome to David W. Nicholls, DDS - Expert Care at Orange County Centers for Oral Surgery & Dental Implants Located at 1171 Puerta Del Sol, Suite D, in the beautiful city of San Clemente, California, David W. Nicholls, DDS, is your trusted destination for comprehensive oral and maxillofacial care. Our team of highly skilled specialists is dedicated to providing exceptional dental services in a warm, family-friendly environment.
1171 Puerta Del Sol, San Clemente, California 92673, United States -
Neo Build Foundation Manhattan Beach
● OpenWelcome to Neo Build Foundation Manhattan Beach, your premier general contractor located at 1138 Highland Avenue, Manhattan Beach, California. As a distinguished name in the construction industry, we specialize in crafting exquisite custom homes throughout California, ensuring that your dream home becomes a reality. Our expertise lies in seamlessly following architectural plans while maintaining your project on schedule and within budget. Building a custom home can be an intimidating endeavor, but with Neo Build Foundation, it becomes a smooth and stress-free journey. Our team is dedicated to delivering high-quality construction services, backed by a wealth of experience and a commitment to excellence. Whether your project is nestled in the vibrant communities of Los Angeles, the serene landscapes of Northern California, or anywhere in between, we have the expertise to cater to your needs.
1138 Highland Avenue, Manhattan Beach, California 90266, United States -
Dr. Prashant Verma
● OpenWelcome to the practice of Dr. Prashant Verma, located at 5720 Ralston Street, Ventura, California. As a trusted provider in the fields of Internal Medicine and Allergy-Immunology, Dr. Verma and his team are dedicated to offering exceptional healthcare services to the Ventura community. Dr. Verma, a Ventura native, brings a wealth of experience and expertise to his practice. After completing his Internal Medicine training at UC-San Diego Medical Center, he served as Chief Resident at the University of Hawaii’s Internal Medicine Residency Program. His specialized training in Allergy-Immunology was completed at The UCLA Veteran’s Affairs Hospital and Children’s Hospital of Los Angeles. Since joining the practice in 2011, Dr. Verma has been committed to providing personalized and evidence-based medical care to his patients.
5720 Ralston Street, Ventura, California 93003, United States -
Old Salt Lake Historical Marker
● OpenWelcome to the Old Salt Lake Historical Marker, a captivating local business nestled in the heart of Redondo Beach, California. Our site offers a unique glimpse into the rich tapestry of Southern California's historical landscape. As you explore, you'll discover a wealth of stories that have shaped this vibrant region. Located at Redondo Beach, CA 90277, the Old Salt Lake Historical Marker stands as a testament to the area's diverse and dynamic past. While our primary focus is the fascinating history surrounding the Old Salt Lake, we also highlight significant historical landmarks throughout Southern California, each with its own captivating story.
Redondo Beach, California 90277, United States
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