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AlUMNI
Executive Financial Planner program. Andrew C. Russell CFP®
Financial Planning Practitioner Hokanson Capital Management Solana Beach, CA Contact: (858)755-8899 & andy@hokansoncapital.com Specialty: We are a fee-only wealth management firm providing comprehensive financial planning and active portfolio management. CFP's, CFA, CPA, MBA's, on staff. Chad Taylor CFP® CA Insurance Lic #0d71202 Ray Lucia Companies, Inc. 13520 Evening Creek Dr. N Suite 300, San Diego, CA Contact: (858)726-1156 Specialty: Retirement Planning. Cesar Padilla, CFP® Investment Representative Edward Jones & Co Chula Vista, CA Contact: (619)426-0733 Specialty: I work with individual investors and small business owners in meeting their investment objectives through retirement planning and asset allocation. Clara Gill
Financial Advisor Royal Alliance Associates, Inc. San Marcos Contact: (706)738-7275 Specialty: Helping individuals and small business owners with retirement and college planning, life and health insurance needs. Danny G Michael, CFP® Senior Financial Advisor Union Bank Investment Services. San Diego Contact: (888)520-1546 & Danny.Michael@UBOC.com Specialty: Retirement Planning. Michael D. Shanahan, CFP® Certified Financial Planner® Overland & Shanahan. La Jolla, CA Contact: (888)455-6510 or michael@overlandshanahan.com Specialty: Overland & Shanahan firm Specializes in comprehensive financial planning for individuals families and small business owners. Ryan Hunter
Private Banker and Investment Consultant Wells Fargo Bank San Diego Contact: (858)455-6510 Specialty: Relationship manager for your banking , credit, investment management, brokerage, trust and estate needs.
SDSU B.S. Certificate in Personal Financial Planning Chris Jaccard, CFP® Financial Alternatives, Inc. La Jolla, CA Contact: (858)459-8289 or chris@financialalternavtives.com Specialty:Fee-Only firm providing integrated investment management and financial planning services for successful individuals and families who desire coordinated efforts between their CPA, attorney, and other professional advisors. Forrest Padilla, CFP® CERTIFIED FINANCIAL PLANNERTM practitioner Financial Designs, Ltd. San Diego, CA Contact: 858-597-1980 or Forrest@FinancialDesignsLtd.com Specialty: Wealth Management, Retirement Planning, Tax Planning, Risk Management, Estate Planning and Debt Management. Mike Bernier, CFP® CERTIFIED FINANCIAL PLANNERTM practitioner Financial Designs, Ltd. San Diego, CA Contact: 858-597-1980 or Mike@FinancialDesignsLtd.com Specialty: Wealth Management, Retirement Planning, Tax Planning, Risk Management, Estate Planning and Debt Management. Valerie L. Peck, MBA, CFP®
Financial Advisor Financial Network Investment Corp San Diego, CA Contact: (619)282-7688 & peckv@financialnetwork.com Specialty: Women ages 40-65, particularly those in transition such as retirement planning, divorced or widowed.
Master of Science in Financial and Tax Planning Bradley R. Knapp, CFM, CIMA®, CFP®
Financial Planning Practitioner Merrill Lynch - Pennington New Jersey Contact: (609)274-6574 & bknapp@pclient.ml.com Specialty: Retirement planning, employee stock options, investments, and estate planning for high net worth individuals & families. Cory T. Schmelzer CFP®, CLU
AIG Financial Advisor, Inc La Jolla, CA Contact: (800)617-8005 & cschmelzer@aigfinancialadvisor.com Specialty: Financial planning in stock, bonds, mutual funds and life insurance, real estate, home loans and health insurance.
Jean Sinclair, MBA, CFP®
Managing Member Avenue Advisors, LLC San Diego, CA Contact: (858)581-3824 or avenue@san.rr.com Specialty: Fee-only firm providing investment management, investment and retirement planning for high net worth and affluent individuals who are seeking personalized services and attention.
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Financial Planning Programs email: Tom.Warschauer@sdsu.eduAccredited by AACSB International
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