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BUILDING COMMUNITY THROUGH BUSINESS

 

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AXA ADVISORS


Phillip Kasparek
 phillip.kasparek@axa-advisors.com
Strategic Financial Planning for Individuals, Couples & Businesses. Investments, Retirement Accounts, Risk Management and Asset Protection, Including Life Insurance & Annuities.

619-557-8290


CA Ins. Lic: #OC70509

FINANCIAL PLANNING: INVESTMENTS


BAIR FINANCIAL PLANNING


Marci Bair, CFP® Financial Services Representative
 Marci@BairFinancial.com
Fee Based Financial and Retirement Planning, Investments and Insurance for Individuals, Couples and Businesses. Bair Financial Planning an office of MetLife.

619-497-2279


Lic. # CA INS. OA95926

FINANCIAL PLANNING: INVESTMENTS


CHARLES SCHWAB & CO., INC.


William A. Gloer, CFP®
 william.gloer@schwab.com
 www.schwab.com
 Offering Financial Planning for all Aspects of Our Community.

619-574-4811


LIC. # CA INS OB27845

FINANCIAL PLANNING: INVESTMENTS


LINCOLN INVESTMENT PLANNING, INC.


R. Stephan Bayani
 sbayani@lincolninvestment.com
Financial consultants helping individuals and businesses with their financial, retirement, investment and insurance needs.

619-795-1353


Lic. # CA 0D74612

FINANCIAL PLANNING: INVESTMENTS


METLIFE


Kelly Nilsson, CFP®
 knilsson@metlife.com
Comprehensive financial planning, protection planning, investments and retirement planning.

619-641-3643


Lic: #0B55634

FINANCIAL PLANNING: INVESTMENTS


MORGAN STANLEY SMITH BARNEY


Bret Cleveland, CFP, 1st Vice President, Certified Financial Planner
 bret.cleveland@morganstanley.com
 www.morganstanley.com/fa/bret.cleveland
 Complete financial, retirement and estate planning; IRA rollovers, wealth management and investment advice tailored to individuals, partners and families.

(619) 238-3449


Lic: 0B91382

FINANCIAL PLANNING: INVESTMENTS


SAGEPOINT FINANCIAL, INC.


Gordon Gilbreath & Christopher B. DeSaulniers, Esq.
 ggilbreath@sagepointadvisor.com
 www.sandiegoretirementplanners.com
 Focusing on retirement planning and working with people from all walks of life to help secure their financial futures. Member FINRA/SIPC.

619-994-7301

FINANCIAL PLANNING: INVESTMENTS


SCHREINER FINANCIAL SOLUTIONS


Susan A. Schreiner, CFP®, EA
 Susan@SFSadvisors.com
 www.SFSadvisors.com
 Fee-only financial and tax planning. No Commissions/No Sales! We put your needs first - not a corporation's. Hourly and annual planning. Learn more at our website.

619-463-PLAN (7526)

FINANCIAL PLANNING: INVESTMENTS


STATE FARM


R.J. Blake, CPCU, CLU
 rj@rjblake.com
 www.rjblake.com
 Retirement & Education Funding.

619-681-0060


Lic. # 0D48571

FINANCIAL PLANNING: INVESTMENTS


STATE FARM INSURANCE


Tracey Rivera
 tracey@traceyrivera.com
 www.traceyrivera.com
 Call me for a quote or financial review on all your insurance and financial needs.

619-424-3956


Lic. #0B89555

FINANCIAL PLANNING: INVESTMENTS


STOCKTON FINANCIAL & INSURANCE SERVICES


Mary L. Stockton, Agent
 stocktonm@ft.newyorklife.com
 www.marylstockton.nylagents.com
 Meeting the Life, Health, Disability, LT Care Insurance needs of Individuals, Couples & Businesses in our community.

858-623-8945


Lic. # OB99183

FINANCIAL PLANNING: INVESTMENTS
INSURANCE


THE MCPHERSON RIDGWAY GROUP


at Morgan Stanley Smith Barney
 douglas.s.mcpherson@smithbarney.com
 www.fa.smithbarney.com/mcphersonridgway
 Comprehensive Financial Planning & Investment Advice for High Net Worth Individuals and Domestic Partners.

619-544-6521


Doug McPherson, CFP

FINANCIAL PLANNING: INVESTMENTS


WADDELL & REED, INC.


Eric D. Brown, CMFC
 ericbrown@wradvisors.com
 www.ericbrown.wrfa.com
 Comprehensive fee based financial & retirement planning, specifically tailored to your goals and values, including investments & insurance. Free initial consultation.

619-297-2003

FINANCIAL PLANNING: INVESTMENTS


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Note: GSDBA has compiled the Business Directory as a source of information and as an advertising tool for GSDBA members. The GSDBA makes no representation as to the qualifications or competence of those listed. In accordance with federal and state law we ask that you not use the fax numbers and e-mail addresses in this Directory for unsolicited advertisements.
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