Wealth activities in San Diego, California

Private Wealth Management at U.S. Bank in San Diego, California, focuses on helping individuals and families achieve their wealth goals. Our team of experts has experience working with retirees, business owners, and corporate executives, as well as clients with unique financial needs. We are dedicated to helping you create the life and legacy you desire. Our Market Leader, Vladimir Victorio, believes in always doing the right thing and giving back to the community. Through the U.S. Bank Foundation and corporate giving, we have provided $7 million and 12,000 volunteer hours in the San Diego area. We are actively involved in supporting organizations such as the Old Globe Theater, San Diego Symphony, and the San Diego Padres. Our services include investment and insurance products, as well as retirement planning and business succession strategies. Contact us to learn more about how we can help you achieve your financial goals.

Dean Roland Russell LLC, Family Wealth Management is a finance institution located at 16880 West Bernardo Drive in San Diego, California, United States. The institution is led by a team of experienced professionals including Portfolio Manager and Founder, Dean Russell, Managing Partner and Portfolio Manager Marc Roland, and team members Jane Ingalsbe and Elizabeth Dyson. Dean Russell founded the institution with a goal of providing ethical and practical financial planning services to clients. As a fee-only financial planner, Dean focuses on developing close professional relationships with clients to understand and meet their needs. Marc Roland, with an MBA in Finance and Tax Planning, uses his analytical and personal skills to simplify the complex financial world for clients. Jane Ingalsbe and Elizabeth Dyson also play key roles in providing accurate and accessible portfolio information to clients.

Activate Financial is a leading finance institution located at 10182 Telesis Court in the vibrant city of San Diego, California. We specialize in providing personalized financial solutions to help individuals and businesses achieve their financial goals. Our team of experienced professionals offers a wide range of services including financial planning, investment management, and wealth management. At Activate Financial, we are committed to helping our clients activate their financial potential and secure a prosperous future. Visit us today to learn more about how we can help you reach your financial goals.

The Digital Marketers of Cosmetic Dentistry (DMCD) is a specialized team located at 9245 Dowdy Drive in San Diego, California, United States. Our dedicated group of digital strategists, designers, and creatives are focused on helping dentists and orthodontists connect with both new and existing patients. We believe that creating a unique experience is essential in building strong patient relationships, which is why we develop one-of-a-kind marketing strategies that set our clients apart from the competition. Our team specializes in showcasing the expertise and craftsmanship of each client, instilling trust and confidence in patients actively seeking dental care. Unlike traditional practices, we focus on developing state-of-the-art marketing campaigns that truly highlight the unique qualities of each practice.

Monica Perlman, MD - Internal Medicine is a healthcare institution located at 9850 Genesee Avenue in San Diego, California, United States. Dr. Perlman founded Perlman Clinic in 2005 with a focus on providing personalized care and advocating for her patients. She is dedicated to preventive care and promoting healthy lifestyles, leading by example with her own active and caring demeanor. Dr. Perlman was born in Mexico City and is fluent in Spanish, providing care for a diverse patient population. She received her medical education at the University of California, Irvine, and completed her internship at Scripps Clinic and Research Foundation, followed by residency at the University of California, San Diego. Dr. Perlman is board-certified in Preventive Medicine and Public Health, with a Masters Degree in Public Health specializing in Occupational Medicine.

ProActive 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.

Brian Rebolledo, MD is a premier health institution located at 10710 North Torrey Pines Road, San Diego, California, United States. Specializing in orthopedic surgery, Dr. Rebolledo focuses on sports-related injuries of the hip, shoulder, and knee, offering minimally invasive arthroscopic surgery and complex joint reconstruction. With a commitment to providing individualized and comprehensive care, Dr. Rebolledo aims to restore mobility and function to his patients in the San Diego community. Having worked with elite-level athletes and the San Francisco 49ers professional football team, Dr. Rebolledo brings a wealth of experience and expertise to his practice. He is actively involved in scientific research, with over 30 published articles and contributions to lay press publications. As a member of various prestigious medical organizations, including the American Academy of Orthopedic Surgeons and the American Orthopedic Society for Sports Medicine, Dr. Rebolledo is dedicated to advancing the field of orthopedic surgery.

Bay Club Carmel Valley is a premier gym, health, and spa institution located at 12000 Carmel Country Road in San Diego, California. Enjoy access to eight outdoor tennis courts, three swimming pools, and a 15,000-square-foot Fitness Center. Family-friendly amenities include outdoor fire pits for the kids to enjoy. The club offers a wealth of fantastic amenities and outdoor recreation, making it the perfect place to enjoy San Diego's year-round beauty. With operating hours from early morning to evening, members can make the most of the club's facilities. Experience three outdoor heated pools, fully lit tennis courts, an indoor basketball court, and a state-of-the-art fitness center. The club offers a unique membership option that allows you to add up to 5 friends or family members from different households. Share the benefits and get healthy together. Fill in your information on the website to schedule a visit and learn more about becoming a part of the Bay Club community. The club focuses on creating a robust and active lifestyle for its members, with a strong emphasis on sports, fitness, hospitality, and family. Share your preferences and goals with the club to tailor your experience and make the most of the amenities available.

Dina Vayenberg, MD is a doctor specializing in Obstetrics and Gynecology located at 250 Bon Air Road in Kentfield, California, United States. Dr. Vayenberg was born in Ukraine and moved to the United States at a young age. She received her BS in Bacteriology and Genetics from the University of Wisconsin-Madison and attended medical school at Tel Aviv University, Sackler School of Medicine in Israel. After completing her residency at Albert Einstein Medical Center in Philadelphia, Dr. Vayenberg gained experience in private practice and academic medicine in San Diego and Hawaii before settling down in Sonoma County. Dr. Vayenberg is passionate about travel and outdoor activities, often spending her free time backpacking with her husband and three boys. Her family also includes a dog named Pinot. With a commitment to providing high-quality care to her patients, Dr. Vayenberg brings a wealth of experience and expertise to her practice in Kentfield.

NXPT Fitness is a premier gym and health institution located at 5150 Murphy Canyon Road in San Diego, California, United States. As the official fitness provider for Mission Bay Resorts, we offer a variety of activities and events for our members. Our focus on youth athletics helps develop essential skills such as work ethic, teamwork, and leadership. Our trainers are dedicated to adapting movements to accommodate athletes of all levels. Whether you're a bride, groom, or part of a wedding party, our 6-week program can help you achieve real results with personalized fit3d scans to track your progress.

Ignition Martial Arts, located at 5587 Clairemont Mesa Boulevard in San Diego, California, is a health institution dedicated to physical, mental, and spiritual development through martial arts. With a focus on building confidence, focus, and a sense of purpose, Ignition Martial Arts offers a variety of classes for all ages and skill levels. Our Cardio Kickboxing classes are a high-energy 45-minute workout that combines punching, kicking, and conditioning exercises set to great music. Whether you are looking to improve your fitness level, learn self-defense, or just have fun, our experienced instructors are here to help you achieve your goals.

Jonathan Hecht, MD, PhD at Stanford Medicine Children's Health in Emeryville, California, is a dedicated doctor specializing in pediatric neurology. With a passion for working with children and a fascination with the complexities of the brain, Dr. Hecht brings a unique blend of compassion and expertise to his practice. Dr. Hecht understands the challenges that families face when dealing with neurological conditions, and he is committed to providing hope and confidence in treatment options. He believes in empowering parents with knowledge and support, guiding them through the process of caring for their child with a neurological condition.

Kristy Lamb, MD is a healthcare institution located at 561 Saxony Place in Encinitas, California, United States. Dr. Lamb is the Founder and President of BOLD Health, where she leads a team of clinicians dedicated to providing integrated psychiatric care, including medication management and psychotherapy, for individuals dealing with mental illness and addiction. Dr. Lamb's approach focuses on building personal relationships with her patients, rooted in respect and individualized care. She is board certified in Family Medicine and Psychiatry from UC San Diego, with expertise in cutting-edge psychopharmacology and psychodynamic psychotherapy. Dr. Lamb's training includes a fellowship in Community and Public Psychiatry at UC San Diego, as well as a fellowship in Psychodynamic Psychotherapy at the San Diego Psychoanalytic Society and Institute. She specializes in Psychopharmacology, Psychotherapy, Addiction Medicine, Maternal Mental Health, and Physician Wellbeing. Dr. Lamb is also a teacher and trainer, dedicated to lifelong learning. In her free time, she enjoys spending time with her family, pursuing fitness goals, and editing her husband's creative projects. The institution also includes Dr. Hirst, who specializes in Reproductive Psychiatry, Addiction Medicine, and Maternal Mental Health. Dr. Hirst completed a dual residency in Family Medicine and Psychiatry at UC San Diego, and founded the UCSD Maternal Mental Health Clinic. She has expertise in psychotherapy and addiction medicine, and serves as Medical Director at local residential treatment facilities. Dr. Hirst balances her work with personal time devoted to recovery, family, and outdoor exploration. Additionally, Dr. Janowsky is part of the team at BOLD Health, offering therapy and medication management using various treatment interventions. She is trained in Integrative Wellness, Trauma-Informed Care, and Addiction Medicine, and sees herself as a partner in her clients' journeys to self-discovery and transformation. In her free time, Dr. Janowsky enjoys yoga, outdoor activities, and spending time with loved ones.

Dr. Gregory Sahagian is a renowned doctor specializing in diagnosing and treating neuromuscular disorders at his institution in Temecula, California, United States. With expertise in conditions such as Myasthenia Gravis, Amyotrophic Lateral Sclerosis (ALS), Neuropathy, Myopathy, and Carpal Tunnel Syndrome, Dr. Sahagian is known for his proficiency in performing Electromyography/Nerve Conduction (EMG) studies and skin biopsies for nerve fiber analysis. Active in professional organizations such as the American Association of Neuromuscular and Electrodiagnostic Medicine, Dr. Sahagian also serves as the California State Liaison and a medical advisory board member of the Myasthenia Gravis Foundation of California. He has a wealth of experience, having acted as Program Chairman of the San Diego Neurologic Society and represented the Association of California Neurologists at various medical associations.

Merrill Lynch Financial Advisor Christopher J. Hobbs is a finance institution located at 7825 Fay Avenue in San Diego, California, United States. With over 30 years of experience in the financial services industry, Chris is dedicated to providing Premier Wealth Management services to families, businesses, and corporate executives. He helps clients develop personalized retirement plans and offers a wide range of services including investment management, tax strategies, estate planning, and more. Chris balances his career with volunteering in the community and enjoys activities such as mountain biking and skiing. With access to the global resources of Merrill and Bank of America, Chris works with clients to develop personalized financial approaches to help them achieve their goals. By focusing on building strong client relationships based on trust and personalized service, Chris aims to help clients navigate the complexities of their financial lives and pursue their desired retirement lifestyle.

Merrill Lynch Financial Advisor John J Brow is a finance institution located at 7825 Fay Avenue, San Diego, California, United States. John Brow joined the office in La Jolla, California in 2013 and has a background in Pharmaceutical Sciences. He is dedicated to personal wealth management and building deep relationships with clients. John believes in educating clients to empower them to make the best financial decisions for the long-term. He is committed to providing exceptional service, communication, and accessibility to his clients. In addition to his work, John is active in fundraising efforts and environmental cleanup in Southern California. He enjoys reading, traveling, and staying active in his free time. Merrill Personal Wealth Analysis™ is offered to help clients build personalized financial plans centered on their goals. The team at Merrill Lynch Wealth Management is focused on building strong client relationships based on trust and personalized service. The institution offers personalized investment strategies and comprehensive financial solutions. John Brow's mission is to understand his clients' goals and help them pursue financial success. The institution provides regular check-ins to discuss changes in clients' lives and financial approaches. With access to the investment insights of Merrill and banking solutions from Bank of America, the team works with clients to help address their financial needs. The institution is committed to helping clients achieve their goals and providing the latest investment insights and strategies.

Merrill Lynch Financial Advisor Brad Castillo is a Senior Financial Advisor and Vice President located in La Jolla, California. He is dedicated to providing comprehensive financial guidance to clients, helping them navigate all aspects of their financial lives. Brad uses a goals-based planning approach to create a roadmap tailored to each client's unique financial goals, focusing on wealth accumulation, preservation, and transfer. With a background as a Naval Officer and extensive experience in financial services, Brad is committed to delivering outstanding guidance and service to his clients. He offers strategies in investment and risk management, tax minimization, asset preservation, insurance, estate planning, and more. Brad believes in building strong, ongoing relationships with his clients and their families, ensuring a positive client experience. He is passionate about nature and portrait photography, as well as fitness and outdoor activities. Brad and his wife Tamara reside in San Diego with their children. Visit Merrill Lynch Financial Advisor Brad Castillo at 7825 Fay Avenue, San Diego, California for personalized financial planning and wealth management services. *Merrill Lynch Life Agency's California License Number 0522776.

Merrill 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.

Merrill Lynch Financial Advisor Miguel A. Ortega is a finance institution located at 11811 Bernardo Plaza Court, San Diego, California, United States. Miguel Ortega has been in the financial services industry since 2005 and joined Merrill in 2008. He focuses on helping affluent individuals develop personalized financial strategies by understanding their short- and long-term financial goals. With a bachelor's degree in Finance from San Diego State University, Miguel is committed to building and maintaining strong client relationships based on trust and personalized service. He and his wife, Andrea, are active in the community, supporting various organizations. Through Merrill Personal Wealth Analysis™, Miguel can help clients build and document personalized financial plans centered on their goals. Supported by the global resources of Merrill, Miguel's team is dedicated to helping clients achieve their financial goals through personalized strategies. He believes in educating clients about investing and providing transparency on potential risks and opportunities. By understanding clients' goals and priorities, Miguel can create a financial approach tailored to their needs and help them navigate life's changes and market fluctuations. As a Merrill Lynch Wealth Management Advisor, Miguel is committed to helping clients achieve their financial goals and stay on track, regardless of market conditions. With access to investment insights and comprehensive financial solutions, Miguel and his team can design customized investment approaches to address clients' needs and pursue their goals. Miguel is registered to do business in multiple states and holds the Chartered Retirement Planning Counselor™ certification. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions. Miguel Ortega and his team at Merrill Lynch are dedicated to helping clients live their best financial lives and achieve their goals through personalized financial strategies.

Merrill Lynch Financial Advisor Victor Ng, located at 7825 Fay Avenue, San Diego, California, United States, is a trusted institution in the finance industry. With over 13 years of experience, Victor Ng offers multigenerational wealth management services to clients, focusing on simplifying complex financial issues for wealth creation-oriented individuals and business owners. His client-focused approach is grounded in providing time-tested investment and planning principles to help clients achieve their short-term and long-term financial goals. Victor is dedicated to building long-lasting relationships with clients, offering advice on diverse wealth management issues such as retirement, liquidity, and philanthropy. He is actively involved in the community, volunteering with organizations such as the Humane Society and Feeding America. By understanding each client's unique goals and priorities, Victor works to create personalized financial plans that evolve with changing life circumstances and market fluctuations. With access to the resources of Merrill and Bank of America, clients can benefit from premier customer service and tailored financial solutions. Contact Merrill Lynch Financial Advisor Victor Ng to start building a personalized plan that aligns with your financial goals and priorities.

Merrill Lynch Financial Advisor Melissa K Snook is a finance institution located at 7825 Fay Avenue, San Diego, California, United States. With over a decade of experience, Melissa specializes in serving retirees of Fortune 500 companies, focusing on creating intergenerational wealth through personalized financial planning. As a Certified Plan Fiduciary Advisor professional, Melissa builds lasting relationships based on trust and understanding her clients' complete financial picture. She is an active member of the San Diego community, serving on the Board of the La Jolla Woman's Club and volunteering with organizations like Feeding San Diego and San Diego Coastkeeper. Melissa received her bachelor's degree in Economics from the University of California, San Diego and is deeply connected to her hometown of La Jolla. She is passionate about preserving the ocean and participates in green initiatives. In her free time, Melissa enjoys traveling, snowboarding, and surfing. Merrill Personal Wealth Analysis™ is a tool used to create a personalized financial plan centered on clients' goals and priorities. Melissa believes in starting every relationship with a conversation to understand her clients' aspirations and provide tailored financial advice. Through the Investment Personality Assessment, Melissa gains insights into her clients' investing preferences to customize their financial approach. By staying informed about changes in clients' lives and the financial markets, Melissa helps her clients stay on track to achieve their goals. The institution offers a range of services, including investment strategies and comprehensive financial solutions from Bank of America. Melissa Snook is registered in multiple states and is committed to helping clients navigate the complexities of investing with a personalized approach.

Fident Capital is a leading finance institution located at 600 West Broadway in San Diego, California, United States. With a strong focus on providing innovative financial solutions, Fident Capital offers a wide range of services including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Contact us today to learn more about how Fident Capital can help you reach your financial objectives.

Schneider Financial Group of Wells Fargo Advisors, located in San Diego, California, is a trusted finance institution offering personalized investment planning services since 1990. Led by Steve, a Certified Financial Planner with extensive experience, the institution provides comprehensive advice on taxation, retirement planning, business structure, and real estate. Steve's dedication to excellence is reflected in his tailored approach to help clients achieve their financial goals and secure their legacy. Beyond the office, Steve enjoys an active lifestyle involving fitness, travel, and charitable work. With a focus on juvenile diabetes, he is committed to giving back to the community. The institution offers services such as investment advice, financial goals assessment, market overview, and risk tolerance evaluation. Please note that the institution operates within specific states in the U.S. and offers investment products and services through Wells Fargo Advisors. Additionally, insurance products are available through nonbank insurance agency affiliates. Please review the institution's advisory disclosure document for a full description of services.

Bank 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.

Merrill Lynch Financial Advisor David A Reicks is a finance institution located at 701 B Street, San Diego, California, United States. As a Senior Portfolio Advisor with over 35 years of experience, David Reicks specializes in long-term planning and retirement goals. With various FINRA registrations and insurance licenses, he works with small business owners to develop solid corporate retirement structures. David is dedicated to providing exceptional customer service, customized planning, competitive fees, and trust. He is also actively involved in the community, sponsoring events and volunteering with organizations such as the Human Rights Campaign and Special Olympics. Through Merrill Lynch Wealth Management, David and his team offer personalized financial planning and investment strategies to help clients achieve their goals. They believe in putting clients' interests first and strive to build strong relationships based on trust and personalized service. With access to the global resources of Merrill and Bank of America, they work with clients to develop customized approaches to address their financial needs and pursue their goals. Whether it's planning for retirement, saving for a home, or funding education, David Reicks and his team are committed to helping clients achieve financial success.

Welcome to Joshua Mitnick, DPM, FACFAS, your trusted partner in foot health located at 9029 Soquel Avenue, Santa Cruz, California. With over a decade of experience, Dr. Joshua Mitnick is dedicated to providing comprehensive podiatric care to the residents of Santa Cruz County, including our Watsonville location. Dr. Mitnick is a distinguished member of The Foot Doctors of Santa Cruz team, bringing a wealth of knowledge from his extensive education and training. He completed his undergraduate studies at the University of California, San Diego, followed by a degree from the California College of Podiatric Medicine at Samuel Merritt University. His expertise was further honed during his internship and residency at St. Vincent’s Hospital in New York.

Welcome 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.

Welcome 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.

Welcome to Los Angeles County Fire Dept. Station 171, proudly serving the community of Inglewood, California, and located at 141 West Regent Street. As part of the renowned Los Angeles County Fire Department, our station is committed to providing exemplary fire and emergency services to ensure the safety and well-being of our residents and visitors. Our dedicated team of firefighters and paramedics is recognized internationally for their expertise, professionalism, and bravery. We are proud to uphold the Department’s high standards and esteemed reputation as one of the foremost firefighting and emergency medical service providers in the world.

Los Angeles County Fire Dept. Station 163 Welcome to the Los Angeles County Fire Dept. Station 163, located at 6320 Pine Avenue, Bell, California 90201. As a proud member of the Los Angeles County Fire Department, Station 163 upholds an internationally renowned reputation for excellence in fire and emergency services.