2009 GSDBA DIRECTORY 

Friends do Business with Friends!

Welcome to the online, searchable version of the 2009 GSDBA Business Resource Directory. Please use the categories and fields featured below to search for GSDBA member companies and organizations. 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, and the GSDBA is not liable nor responsible for the services 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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Top: FINANCIAL PLANNING/INVESTMENTS

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AIG FINANCIAL ADVISORS, INC. Gordon Gilbreath & Christopher B. DeSaulniers, Esq. ggilbreath@aigfinancialadvisor.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 AMERICAN REVERSE MORTGAGE Deb Guiffre, MD, CSA D.Y.Guiffre@AmericanReverse.com You deserve the same financial peace of mind shared by over 100,000 seniors who are enjoying their new reverse mortgages. My mom loves hers! You will too! 760-758-6295 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 CHRIS COOPER & COMPANY INC. Chris Cooper, CFP chrisc@accesstoledo.com A FEE ONLY (no sales commissions or hidden employers), financial planning firm providing guidance on investments, taxation, and estate planning. 619-602-2029 FINANCIAL PLANNING: INVESTMENTS FLEMING & ASSOCIATES, LLC Jamie L. Fleming CFP®, CRFA? JamieFleming@FlemingAndAssociatesLLC.com Independent Financial Advisor for Individuals and Corporations - Specializing in Fee Based Planning, Asset Management, Insurance, Employee Benefits. 619-294-2908 Lic. # OB42473 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 MORGAN STANLEY Paul Demke paul.demke@morganstanley.com Investment Advice, Asset Allocation Strategy, Financial Planning for Individuals and Domestic Partners. 619-238-3431 Lic. # 0D24086 FINANCIAL PLANNING: INVESTMENTS SALLY HALL FINANCIAL SERVICES, INC. Sally M. Hall sally.hall@raymondjames.com www.raymondjames.com/SallyHallFinancials Downsizing doesn't have to mean down the drain. Roll your 401(k) into an IRA. I can help ensure your hard-earned accounts continue working hard for you. Call today. 619-922-9790 Lic. # CA 0E61436 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 SMITH BARNEY Doug McPherson, CFP 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 1st VP-Wealth Management FINANCIAL PLANNING: INVESTMENTS STATE FARM R.J. Blake, CPCU, CLU rj@rjblake.com Retirement & Education Funding. 619-681-0060 Lic. # 0D48571 FINANCIAL PLANNING: INVESTMENTS STOCKTON FINANCIAL & INSURANCE SERVICES Mary L. Stockton, Agent stocktonm@ft.newyorklife.com www.marylstockton.nylagents.com Meeting the Retirement, Estate Planning, & Insurance needs for Individuals, Couples & Businesses in our community. 858-623-8945 Lic. # OB99183 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 Lic. # 0D46555 FINANCIAL PLANNING: INVESTMENTS WELLS FARGO INVESTMENTS Bret Cleveland cleveb@wellsfargo.com Complete financial, retirement and estate planning; IRA rollovers, wealth management and investment advice tailored to individuals, partners and families. 619-298-3173 FINANCIAL PLANNING: INVESTMENTS

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