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Financial Consultants in Escondido, CA

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25 results found

Charles Stanley San Diego, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerAdvisorInvestorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFiduciaryTrust Law AttorneyLawyersModelAgentSales RepresentativeCommercial AnnouncerPresenter

Experience & Education

Position:
Wealth Manager at Trovena, LLC, Investment Advisor at Trovena Investment Advisors, Freelance Writer ...
Title:
Wealth Manager at Trovena, LLC
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Trovena, LLC Wealth Managersince Dec 2008Trovena Investment Advisors - La Jolla, CAInvestment Advisorsince Oct 2008
Skills:
Freelance Writing, Wealth Management, Estate Planning, Investments, Financial Advisory, Retirement...
..of more than twenty years as a financial advisor that was preceded by twenty year..

Andrea Watkins Escondido, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerPR and Communications ProfessionalPublic Relations ProfessinalMarketing ProfessionalAdvertising Sales AgentHuman Resources SpecialistRecruitmentMarketing ManagerEvent ManagerManagersEducatorEducation ProfessionalInstructorStudent WorkerHealth ProfessionalHealth PractitionerAccounting BookkeeperBookkeeper

Experience & Education

Position:
CS Manager at Genoptix
Title:
Young professional looking to utilize Communication degree in marketing and public relations
Location:
Escondido, California
Industry:
Public Relations and Communications
Work history:
Genoptix CS Managersince Jun 2012Armstrong Financial Group - Carlsbad, CAExecutive Marketing SpecialistSep 2008 - Oct 2011
Skills:
Organizational Leadership, Marketing Communications, Customer Relations, Special Events, Wealth...
..I specialized in placing top level financial advisor executives

Allan Tentler San Diego, CA

Professions & Specialties

Financial AdviserFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSecretaryTreasurerBoard MemberChairpersonFinancial OfficerFinancial ManagerManagement Team ExecutiveOperations ManagerChief ExecutiveProperty ManagerReal Estate Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch, Secretary Treasurer at Sonata Patio HOA, Executive Board of...
Title:
Financial Adviser at Merrill Lynch
Location:
Greater San Diego Area
Industry:
Investment Management
Work history:
Merrill Lynch - Greater San Diego AreaFinancial Advisorsince Mar 2012Sonata Patio HOA - Escondido, CASecretary Treasurersince 2011
Certifications:
Series 7, FINRA
Series 66, FINRA

Charlotte Young Escondido, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Arch health partners - Poway, CA
Patient financial counselor

Kent Engdahl Escondido, CA

Professions & Specialties

Certified Financial PlannerFinancial ConsultantPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentManaging PartnerPartnerChief ExecutiveFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Managing Partner, Certified Financial Planner at MKT Advisors LLC
Title:
Managing Partner, Certified Financial Planner
Location:
Escondido, California
Industry:
Financial Services
Work history:
MKT Advisors LLC - Escondido, CA 92025Managing Partner, Certified Financial Plannersince May 2012Morgan Stanley - Rancho Bernardo, CAFinancial AdvisorOct 2007 - May 2012

Jodi Stewart Escondido, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvocateJuristLegal CounselCounselorClerkAdvisorClerical SpecialistBachelors DegreePsychologistChief Administrative OfficerChief ExecutivePsychology Specialist

Experience & Education

Work

Company:
Outreach services
Patient advocate/financial counselor
Company:
Whidbey womens health - Coupeville, WA
Medical clerk

Edward Pashley Escondido, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBusiness AnalystAnalystAnalystsDirectorOperations ManagerResearch Scientist

Experience & Education

Work

Company:
24 asset management
Business analyst director
Company:
Merrill lynch - San Diego, CA
Financial advisor

Edward Pashley Escondido, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBusiness AnalystAnalystAnalystsDirectorOperations ManagerManagersResearch SpecialistResearch Scientist

Experience & Education

Work

Company:
24 asset management corporation
Business analyst director
Company:
Merrill lynch
Financial advisor

Skills

CISA (Exam Passed 12/2014 - Top 20% - Certification Pending)

Matt Erion Escondido, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDishwasherFood serviceCooksPreparation CookCulinary Arts ProfessionalFood PreparerFood Preparation WorkerCleanersTechnical SpecialistTechnical Support SpecialistsInformation OperatorCommunications Equipment Operator

Experience & Education

Work

Company:
Hilton garden inn
Dishwasher/prep cook
Company:
Redwave - Irvine, CA
Financial advisor

Skills

inventory management, UPS/FEDEX computer programs, 45 wpm typing

K Hines Escondido, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAgentSales RepresentativeChief ExecutiveMarketing ManagerField Marketing SpecialistMarketing Administrator

Experience & Education

Work

Company:
Aflac
Agent
Company:
Chase investments
Financial advisor

Campbell Hopwood Escondido, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOperations ClerkOperations OfficerOperations Manager

Experience & Education

Work

Company:
Wells fargo advisors, llc
Financial advisor
Company:
Operations clerk

Amasa Lacy San Diego, CA

Professions & Specialties

CounselorLeaderAdvisorManagersPartnerChief ExecutiveBiotechnology ProfessionalBiologistBiological ScientistEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonDermatologistCertified Nurse AideNurseNurse PractitionerSkin Care TechnicianCosmetologistBeautician

Experience & Education

Position:
Consultant at Hybrid Pumps Inc., Brand Partner at Nerium International
Title:
Consultant at Hybrid Pumps
Location:
Greater San Diego Area
Industry:
Facilities Services
Work history:
Hybrid Pumps Inc. - 1223 Pacific Oaks Place, Ste 104 Escondido CA 92029Consultantsince Apr 2011Nerium International - www.seductive-skin.comBrand Partner
Skills:
Coaching, Energy Efficiency, Management Consulting, Negotiation, Contract Negotiation,...
Languages:
Russian
Financial Advisor Network

Brian Johnson San Diego, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentTraderCapital Markets ProfessionalAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCo-FounderFinancial DirectorFounderFounding MemberChief ExecutiveFinancial OfficerFinancial ManagerConsumer Goods ProfessionalCommodities ClerkProperty ManagerReal Estate Manager

Experience & Education

Position:
Senior Financial Sales Advisor at BBVA Compass
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
BBVA Compass - Carlsbad, CASenior Financial Sales Advisorsince Dec 2012Heinson Homes, Inc. Co-founder & CFOMay 2012 - Dec 2012
Skills:
Financial Advice, Retirement Planning
Financial Advisor at Edward Jones

David Wilson Escondido, CA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinancial Services Sales AgentTraderCapital Markets ProfessionalSchool PrincipalSchool AdministratorEducational ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerSales RepresentativeProperty ManagerReal Estate Manager

Experience & Education

Position:
Registered Principal at David Wilson, CFP
Title:
Certified Financial Planner
Location:
Escondido, California
Industry:
Financial Services
Work history:
David Wilson, CFP - Escondido, CARegistered Principalsince Nov 1990National Planning Corporation CFP1999 - 2013
Financial Advisor at Diversified Securities/EPIC F..

Justin Brewer Escondido, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinancial AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeperClient Service OfficerEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonCustomer ServiceSports TrainerSports TrainersBusiness AdministratorConstructionAnalystsOperations Manager

Experience & Education

Position:
Land Acquisition at Richmond American Homes
Location:
Escondido, California
Industry:
Real Estate
Work history:
Richmond American Homes - Irvine, CALand Acquisitionsince Jun 2012KB Home - Southern CaliforniaStrategic Market and Land Financial AnalystJun 2011 - Jun 2012
Financial Advisor at Northwestern Mutual

Amber Chiuminato Escondido, CA

Professions & Specialties

Loan ProcessorLoan OfficerLoan OfficersFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorDepartment Store SalespersonRetail ProfessionalRetail SalespersonOperations Manager

Experience & Education

Work

Company:
Wells fargo home mortgage
Home loan processor
Company:
Tower federal credit union
Mortgage loan consultant

Skills

Experience with Windows, Microsoft Office Applications, Loan Processing Programs, Automated...

Craig Saunders Escondido, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentOperations CoordinatorOperations OfficerManagerOperations ManagerCounselorAdvisorAccount ManagerSales RepresentativeStudent Worker

Experience & Education

Work

Company:
T & t explorations
Operations coordinator
Company:
T & t explorations
Geological exploration manager

Dan Jackson Escondido, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentVice PresidentOwnerChief ExecutiveSales ManagerSales ExecutiveMathematicsMathematician

Experience & Education

Work

Company:
Pulse electronics corp
Vice president, sales
Company:
Quest termite & pest services - San Diego, CA
Owner operator

James Isaac Escondido, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTraining SpecialistWorkforce Development SpecialistTraining and DevelopmentTrainerBachelors in Business AdministrationAdvisor

Experience & Education

Work

Company:
Tax compliance, inc
Software trainer
Company:
Harland financial solutions - Bothell, WA
Senior training specialist

Sharonda Austin Escondido, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveCounselorAdvisorOperations ManagerBusiness AdministratorManagersAdministrative ClerkClerical Specialist

Experience & Education

Work

Company:
Accessorizeme (accessorizeme.co)
Business owner
Company:
Tapestry solutions
Consultant

Rebecca Hudgins Escondido, CA

Professions & Specialties

Capital Markets ProfessionalCounselorAdvisorDirectorOperations ManagerInstructorPedagogueStudent Worker

Experience & Education

Work

Company:
Ashford university
Admissions counselor
Company:
Princeton review - Riverside, CA
Site director / instructor

Klaus Weyers Escondido, CA

Professions & Specialties

Commodity Trading AdvisorInvestorAdvisorLicensed Real Estate BrokerProperty ManagerReal Estate ManagerSales Account AssociateAgentSales ExecutiveSales RepresentativeSales Manager

Experience & Education

Work

Company:
Light tower investments, inc - Escondido, CA
Commodity trading advisor (cta)
Company:
Ragnar capital, inc - Lake Worth, FL
Real estate sales associate / broker / investor

Kevin Soares Escondido, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerLeaderSupervisorManagersAnalystsMaster of Business AdministrationStudent Worker

Experience & Education

Work

Company:
Global trade compliance department
Global traffic manager
Company:
Global trade compliance department - San Diego, CA
Traffic group leader/ supervisor

Kevin Brent San Diego, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveCounselorAdvisor

Experience & Education

Work

Company:
Bob stall chevrolet
Commercial truck sales and financing
Company:
City chevrolet - San Diego, CA
Commercial truck and fleet sales

Ryan Watkins Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberLeaderInvestorTeam MemberManagersVice President of OperationsVice PresidentChief ExecutiveAnalystAnalystsCorporate ExecutiveCertified Nurse AideNurseNurse PractitionerBachelor of ArtsProperty ManagerReal Estate ManagerSales Representative

Experience & Education

Position:
RFP Associate, Proposal Writer - Client Service and Marketing at Western Asset Management
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
Western Asset Management RFP Associate, Proposal Writer - Client Service and Marketingsince Apr 2013NetREIT - Escondido, caAssistant Vice President of OperationsMay 2011 - Apr 2013
Leader of financial advisor and investor services team


Financial Consultants near Escondido, CA04649281,3921,8562,320San DiegoLa JollaCarlsbadOceansideDel MarEncinitasEl CajonSan MarcosPowayRancho Santa Fe



Financial Consultants around Escondido, CA

Alpine  (2)
Bonsall  (1)
Carlsbad  (97)
Del Mar  (27)
El Cajon  (18)
Encinitas  (24)
Fallbrook  (9)
La Jolla  (105)
La Mesa  (14)
Lakeside  (4)
Lemon Grove  (1)
Oceanside  (28)
Poway  (18)
Ramona  (5)
San Diego  (2,316)
San Marcos  (18)
Santee  (4)
Solana Beach  (5)
Vista  (10)

Financial Consultants in California

Sub-specializations

Financial Consultant  (25)