Top Wealth Advisors in Greater San Diego Area
Dennis Falkowski
Senior Vice President - Wealth Management, Portfolio Manager
Greater San Diego Area
Senior Vice President - Wealth Management, Portfolio Manager
Senior Vice President, Wealth Advisor
Senior Vice President, Investments
University of California, Santa Barbara
Recommendations: 0
d****[email protected]
Elisabeth Cullington
Owner
Greater San Diego Area
Owner
Senior Wealth Advisor
Managing Director Of Hoyle Cohen and Co-Founder of the Women's Practice Group
San Diego State University
Recommendations: 0
e****[email protected]
e****[email protected]
Piet Aldrich, CRPC®
Vice President - Wealth Management, CRPC, Wealth Advisor
Greater San Diego Area
Vice President - Wealth Management, CRPC, Wealth Advisor
Financial adviser
Tennis Instructor
Tennis player
University of California, San Diego
University of Miami
Recommendations: 0
p****[email protected]
Curtis Neidert, CFP®
Senior Wealth Advisor
Greater San Diego Area
Senior Wealth Advisor
Financial Solutions Advisor
Financial Planning Analyst
Regional Bank Private Banker
San Diego State University-California State University
Clemson University
Recommendations: 0
Retirement Planning
Strategic Financial Planning
Wealth Management
Financial Advisory
Asset Allocation
Investments
Banking
Estate Planning
j****[email protected]
Melinda Woodell
Wealth Advisor
Greater San Diego Area
Wealth Advisor
Senior Vice President/Financial Advisor
Senior Vice President/Private Client Advisor
Vice President/Senior Commercial Premier Banker
Vice President/ Premier Banker
University of Pennsylvania - The Wharton School
NASD Series 7 and 66
University of Phoenix
California Life Insurance
Recommendations: 0
Banking
Strategy
Loans
Credit
Asset Management
Estate Planning
Financial Advisory
Management
m****[email protected]
Justin CFP®
Wealth Advisor
Greater San Diego Area
Wealth Advisor
Wealth Advisor
Wealth Advisor
University of California, Davis
University of California Siena Study Center
La Costa Canyon High School
Recommendations: 0
Financial Advisory
Wealth Management
Market Research
Investment Strategies
Retirement Planning
Microsoft Office
Photoshop
Final Cut Pro
j****[email protected]
j****[email protected]
Ian Tinker
Founding Partner | Wealth Advisor
Greater San Diego Area
Founding Partner | Wealth Advisor
Wealth Advisor
Founder, Wealth Advisor, Chief Compliance Officer
Financial Advisor
Director of Logistics and Technology
Financial Associate
University of Washington
Woodinville High School
San Diego State University-California State University
Recommendations: 0
Budgets
Strategic Planning
Customer Service
Fixed Annuities
Strategic Financial Planning
Team Building
Microsoft Excel
Asset Allocation
i****[email protected]
Kyle Quinn
Managing Partner
Greater San Diego Area
Managing Partner
Regional Sales Vice President
Investment & planning Partner
Regional Vice President
Senior Wealth Advisor
Certified Financial Planner Board of Standards, Inc.
The American College
Recommendations: 0
Wealth Management
Retirement Planning
Investments
Estate Planning
Asset Management
Risk Management
Financial Planning
Wealth Accumulation
l****[email protected]
c****[email protected]
Ronny Inniger
Vice President, Market Leader
Greater San Diego Area
Vice President, Market Leader
Sr. Wealth Advisor
VP Wealth Management
Vice President - Wealth Management
Swiss Certified Financial Planer
Financial Advisor / Financial Planner
Financial Advisor / Financial Planner
Private Banker
Assistant Financial Advisor
Private Wealth Manager
Apprentice
Swiss Financial Planning School
Business School of Bern
Cantonal Bank of Bern
Swiss Business School
Recommendations: 0
Asset Management
Wealth Management
i****[email protected]
Nicole Simpson, CFP®
Wealth Advisor
Greater San Diego Area
Wealth Advisor
Wealth Management
Wealth Management
University of California, Irvine
San Diego State University-California State University
Recommendations: 0
Certified Financial Planner
Wealth Management
Capital Markets
Investments
Fixed Income
Portfolio Management
Asset Management
Alternative Investments
n****[email protected]
James Olmore, CFP®
Senior Wealth Consultant
Greater San Diego Area
Senior Wealth Consultant
Wealth Advisor / Senior Vice President
Vice President - Fidelity Institutional
Vice President - Private Client Services
Financial Adviser
Financial Adviser
University of California, Los Angeles
University of Southern California - Marshall School of Business
Recommendations: 0
j*****@betawealthgroup.com
Tony Shaw, CFA
Manager
Greater San Diego Area
Manager
President, Boardmember
Wealth Advisor
Vice President
San Diego State University-California State University
Recommendations: 0
Securities
Series 7
Series 63
Investments
Investment Management
Retirement Planning
Investment Advisory
Hedge Funds
t****[email protected]
Brad RMA®
Senior Vice President/Partner
Greater San Diego Area
Senior Vice President/Partner
Regional Director
Senior Vice President & Senior Wealth Advisor
Regional Director
Financial Life Advisor, CFP®, RLP®, RMA®
University of Notre Dame
Semester at Sea
Recommendations: 0
