Top Wealth Managers in Greater San Diego Area
Bryan Skoruppa
Wealth Manager
Greater San Diego Area
Wealth Manager
CERTIFIED FINANCIAL PLANNER™
Financial Advisor
Financial Advisor
Certified Financial Planner Board of Standards, Inc.
College for Financial Planning
Nat'l Assoc Estate Planners & Councils
American Bankers Assoc. Institute of Certified Bankers
The American College
Cannon Financial Institute
Texas A&M University
Texas State University
George West High School
Recommendations: 4
Wealth Management
Financial Planners
Financial Services
Financial Goals
Estate Law
Sales
IRAs
Retirement Planning
b****[email protected]
Sudha Hisaria
Finance and Grants Manager
Greater San Diego Area
Finance and Grants Manager
Office Manager
Credit Manager
Wealth Manager
Intern
CFA Institute, USA
AICPA
Institute of Chartered Accountants of India
University of Calcutta
Recommendations: 4
Accounting
Financial Analysis
Auditing
Finance
Tax
Credit
Financial Reporting
Banking
s****[email protected]
Jon Anderson AIF®
Director, Retirement Plan Services
Greater San Diego Area
Director, Retirement Plan Services
Vice President - Institutional Sales
West Region Manager, Retirement Consulting Group - Retirement Partners
Wealth Manager
Financial Advisor
Customer Relations Representative
Franciscan University of Steubenville
Bernards High School
Recommendations: 2
Retirement Plan...
401k
Process Improvement
Customer Service
Negotiation
Series 7
Retirement Planning
Retirement
j****[email protected]
Aaron Buczek
Wealth Manager at Creative Planning Inc.
Greater San Diego Area
Wealth Manager at Creative Planning Inc.
Investment Consultant
University of California, Santa Barbara
Recommendations: 1
Series 7
Investments
Wealth Management
Asset Allocation
Series 63
Bloomberg
Portfolio Management
Securities
a****[email protected]
Kyle Kirkham
Investment Consultant
Greater San Diego Area
Investment Consultant
Wealth Manager
Financial Advisor
Investment Advisor
National University
San Diego State University-California State University
Recommendations: 0
Retirement Planning
Financial Planning
Series 7
Wealth Management
Investments
Portfolio Management
Financial Analysis
Strategic Financial Planning
k****[email protected]
Brenda Knudsen
Wealth Manager, Vice President of Business Development
Greater San Diego Area
Wealth Manager, Vice President of Business Development
Vice President, Business Development
SVP, Business Development
Vice President, Options Marketing
Options Trader
Recommendations: 0
Investments
Wealth Management
Securities
Series 7
Retirement Planning
Mutual Funds
Asset Management
Portfolio Management
b****[email protected]
Todd Kiehnau
Founder | Senior Relationship Manager, Private Banking
Greater San Diego Area
Founder | Senior Relationship Manager, Private Banking
Energy Resource Partner
Consultant | Relationship Management, Private Banking | Private Equity
VP Investor Relations | Relationship Manager
Senior Relationship Manager
CEO | Lead Project Manager | Technical Adviser
Senior Investment Associate
Commercial Banking | Wealth Manager
Managing Director | CFO
Commercial Banker | Financial Consultant
California State University-Sacramento
Recommendations: 0
Investments
Portfolio Management
Financial Analysis
Finance
Business Development
Securities
Strategic Planning
Due Diligence
t****[email protected]
Jenica McClure
Business Development Coach
Greater San Diego Area
Business Development Coach
Wealth Manager
Registered Representative
Financial Advisor
Branch Office Administrator (On-Call)
University of California, Riverside
Recommendations: 0
Strategic Financial Planning
Retirement Planning
Mutual Funds
Series 7
Investments
Public Speaking
Leadership
Customer Service
j****[email protected]
Krysta Cordill
Director of Advisory Services and Partner
Greater San Diego Area
Director of Advisory Services and Partner
Financial Planning Supervisor
Senior Audit Associate
Audit Associate
Wealth Manager
University of San Diego
University of San Diego
Recommendations: 0
Strategic Financial Planning
k****[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]
Cory Schmelzer
Wealth Manager*
Greater San Diego Area
Wealth Manager*
Wealth Manager
Founder
President
Wealth Manager
Wealth Manager
San Diego State University-California State University
University of San Diego
West Springfield High School
Virginia Polytechnic Institute and State University
Virginia Polytechnic Institute and State University
Recommendations: 0
Strategic Financial Planning
Retirement
Wealth Management
Investments
Retirement Planning
Tax
Strategic Planning
Asset Management
c****[email protected]
Paul Neves
President and Wealth Manager
Greater San Diego Area
President and Wealth Manager
Financial Advisor
San Diego State University-California State University
Recommendations: 0
Wealth Management
Retirement
Financial Planning
Wealth
Finance
Retirement Planning
Investments
Investment Advisory
p*****@retirementplan4u.com
p*****@fsiwealth.net
Tom Wyckoff
Wealth Manager
Greater San Diego Area
Wealth Manager
Lucia Securities, A Registered Broker/Dealer
Operations Specialist
Staff Accountant and Director of Marketing
Marketing Intern
Point Loma Nazarene University
Recommendations: 0
t****[email protected]
San Diego Wealth Management
Wealth Management
Greater San Diego Area
Wealth Management
Wealth Manager
Wharton School of Business
San Diego State University-California State University
San Diego State University-California State University
University of San Diego
Recommendations: 0
Retirement Planning
Estate Planning
Wealth Management
Wealth
Wealth Management Services
Financial Planners
Securities
Personal Finance
c*****@sandiegowealth.com
Carlos Padial III, CFP®
Independent Wealth Manager
Greater San Diego Area
Independent Wealth Manager
Head Jambalangel
Recommendations: 0
c****[email protected]
Shelley Murasko, MBA, Candidate for CFP Cert
Wealth Manager
Greater San Diego Area
Wealth Manager
Director, Global Operations
Senior Manager, Productivity
Operations Manager
Operations Manager
University of Michigan
Loyola Marymount University
Bryant University
Recommendations: 0
Project Management
Leadership
Program Management
Management
Strategy
Operational Excellence
Strategic Planning
Supply Chain
s****[email protected]
