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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
One major event can have a profound effect on one’s life, changing dreams and sending you down a different path. Such an event changed Thomas Blottenberger’s life. Becoming a doctor was once on the horizon. Yet, midstream in his college education, Thomas’ grandfather was in need of heart bypass surgery and a valve replacement. He never returned home – never recovering after spending eight months in a coma. Thomas was witness to the pain, suffering, and financial hardship his family experienced.
Thomas knew immediately that he needed to do something to prevent this tragedy from happening...
Paula Traber (CRD# 4618185) is an Investment Advisor Representative working at Paula Traber Financial Services LLC in Escondido, CA and has over 21 years of experience in the finance industry.
Noel Trias (CRD# 1942747) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Escondido, CA and has over 33 years of experience in the finance industry.
Bartjan Vargas (CRD# 2769105) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Escondido, CA and has over 27 years of experience in the finance industry.
Christopher Ward (CRD# 2462629) is an Investment Advisor Representative working at Ward Capital Management LLC in Escondido, CA and has over 30 years of experience in the finance industry.
Yoko Wickersham (CRD# 3016411) is an Investment Advisor Representative working at Lpl Financial LLC in Escondido, CA and has over 25 years of experience in the finance industry. Yoko Wickersham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Wilson (CRD# 1446677) is an Investment Advisor Representative working at Vector Financial Solutions, Inc. in Escondido, CA and has over 25 years of experience in the finance industry. David Wilson 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.
Kenneth Winter (CRD# 2592203) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Escondido, CA and has over 29 years of experience in the finance industry.
Timothy Winter (CRD# 4877537) is an Investment Advisor Representative working at Steward Family Office, Inc. in Escondido, CA and has over 19 years of experience in the finance industry. Timothy Winter 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.
John Wolff (CRD# 2953159) is an Investment Advisor Representative working at Eagle Strategies LLC in Escondido, CA and has over 26 years of experience in the finance industry.
Fredrick Wollman (CRD# 719555) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Escondido, CA and has over 41 years of experience in the finance industry. Fredrick Wollman 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.