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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...
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Michelle Hall (CRD# 7722293) is an Investment Advisor Representative working at Creative Planning in Alpine, CA and has 1 year of experience in the finance industry.
Lauren Rowley (CRD# 7537168) is an Investment Advisor Representative working at Kaiyo Wealth LLC in Alpine, CA and has 1 year of experience in the finance industry.
Damian Sanchez (CRD# 7386768) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chula Vista, CA and has over 2 years of experience in the finance industry.
Davee Schulte (CRD# 2814412) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Chula Vista, CA and has over 7 years of experience in the finance industry.