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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...
Shauna Price (CRD# 5890184) is an Investment Advisor Representative working at Paradigm Shift Financial, LLC in Port Saint Lucie, FL and has over 12 years of experience in the finance industry.
James Provencher (CRD# 2665851) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Ramona, CA and has over 28 years of experience in the finance industry.
Michael Randall (CRD# 6889609) is an Investment Advisor Representative working at Myers Financial Group, Inc. in Ramona, CA and has over 6 years of experience in the finance industry. Michael Randall 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.
Cheryl Seifert (CRD# 2154701) is an Investment Advisor Representative working at Cavu Wealth Management in Lakeside, CA and has over 31 years of experience in the finance industry. Cheryl Seifert 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.
Morgan Smith (CRD# 4620769) is an Investment Advisor Representative working at Worthpointe in Ramona, CA and has over 21 years of experience in the finance industry. Morgan Smith 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.
Charles Stanley (CRD# 1805936) is an Investment Advisor Representative working at Worthpointe in Ramona, CA and has over 36 years of experience in the finance industry. Charles Stanley 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.
Mark Umek (CRD# 1054404) is an Investment Advisor Representative working at Cavu Wealth Management in Lakeside, CA and has over 28 years of experience in the finance industry.
Enrique Valadez (CRD# 6729225) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chula Vista, CA and has over 7 years of experience in the finance industry.
Christopher Vanslyke (CRD# 2870730) is an Investment Advisor Representative working at Worthpointe in Ramona, CA and has over 27 years of experience in the finance industry. Christopher Vanslyke 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.
Richard Wilkinson (CRD# 4141734) is an Investment Advisor Representative working at Worthpointe in Ramona, CA and has over 24 years of experience in the finance industry. Richard Wilkinson 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.