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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...
Jamie Lima (CRD# 5138442) is an Investment Advisor Representative working at Woodson Wealth Management in Ramona, CA and has over 17 years of experience in the finance industry. Jamie Lima 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.
Gil Matro (CRD# 2657981) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in San Diego, CA and has over 28 years of experience in the finance industry.
Debora Meskell (CRD# 4178071) is an Investment Advisor Representative working at Edward Jones in Ramona, CA and has over 11 years of experience in the finance industry.
Patrick Meskell (CRD# 3235615) is an Investment Advisor Representative working at Edward Jones in Ramona, CA and has over 22 years of experience in the finance industry.
Matthew Miller (CRD# 2229977) is an Investment Advisor Representative working at Wbb Securities, LLC in Lakeside, CA and has over 32 years of experience in the finance industry.
Michael Montgomery (CRD# 5528862) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Alpine, CA and has over 15 years of experience in the finance industry.
Brooksher Morgan (CRD# 6013756) is an Investment Advisor Representative working at Worthpointe in Ramona, CA and has over 12 years of experience in the finance industry. Brooksher Morgan 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.
Jerrilynn Myers (CRD# 2819317) is an Investment Advisor Representative working at Myers Financial Group, Inc. in Ramona, CA and has over 27 years of experience in the finance industry. Jerrilynn Myers 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.
Scott O'brien (CRD# 1236835) is an Investment Advisor Representative working at Worthpointe in Ramona, CA and has over 16 years of experience in the finance industry. Scott O'brien 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.
Jelveh Pedraza (CRD# 5570561) is an Investment Advisor Representative working at Cavu Wealth Management in Lakeside, CA and has over 15 years of experience in the finance industry.