-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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...
Bridy Oreshack (CRD# 4637191) is an Investment Advisor Representative working at Lpl Financial LLC in La Mesa, CA and has over 21 years of experience in the finance industry.
Charles Orley (CRD# 1462136) is an Investment Advisor Representative working at Centaurus Financial, Inc. in La Mesa, CA and has over 38 years of experience in the finance industry.
Valerie Peck (CRD# 4694580) is an Investment Advisor Representative working at Peck Financial Advisors in La Mesa, CA and has over 20 years of experience in the finance industry. Valerie Peck 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.
Joel Rohn (CRD# 1475521) is an Investment Advisor Representative working at Lpl Financial LLC in La Mesa, CA and has over 15 years of experience in the finance industry.
Cyril Roseman (CRD# 2268422) is an Investment Advisor Representative working at Portfolio Medics, LLC in La Mesa, CA and has over 31 years of experience in the finance industry. Cyril Roseman 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.
Nicole Sargent (CRD# 6376773) is an Investment Advisor Representative working at Commonwealth Financial Network in La Mesa, CA and has over 7 years of experience in the finance industry.
Eric Schindler (CRD# 5711308) is an Investment Advisor Representative working at Lpl Financial LLC in La Mesa, CA and has over 8 years of experience in the finance industry.
Eric Schindler (CRD# 1439999) is an Investment Advisor Representative working at Lpl Financial LLC in La Mesa, CA and has over 30 years of experience in the finance industry.
Judith Seid (CRD# 2318377) is an Investment Advisor Representative working at Blue Summit Wealth Management in La Mesa, CA and has over 31 years of experience in the finance industry. Judith Seid 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.
Robert Seid (CRD# 6451841) is an Investment Advisor Representative working at Blue Summit Wealth Management in La Mesa, CA and has over 6 years of experience in the finance industry.