Ray Prospero, is a Partner Advisor with AdvicePeriod. Ray helps clients develop realistic financial goals, designing wealth management strategies to help preserve their wealth for future generations. He focuses primarily... show more
Specialties: Asset Management‚ Business Insurance‚ Charitable Giving‚ Comprehensive Financial Planning‚ Estate Planning‚ Life Insurance‚ Tax Planning
11184 Vista Sorrento Parkway, Suite 304, San Diego, CA 92130
I worked for large wealth management firms for half of my career. They spent more time talking about how to make the firm more money than how to make clients... show more
Specialties: Asset Management‚ Comprehensive Financial Planning‚ Health Insurance‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
12526 High Bluff Drive, Suite 238, San Diego, CA 92130
Peter joined Merrill Lynch Wealth Management in 2008. Peter is one of only a select few Advisors in the country who has been recognized as a Top Advisor by Barron's... show more
Specialties: Annuities‚ Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Health Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
Steven Fox is the founder of Next Gen Financial Planning, a San Diego-based fee-only financial planning firm serving young professionals. He is also a member of both the National Association... show more
Specialties: College Planning‚ Comprehensive Financial Planning‚ Retirement Planning‚ Tax Planning
Eric Schindler is a financial advisor with Pacific West Financial Consultants Inc primarily works with Individuals, Pension and Profit Sharing Plans. Eric Schindler operates out of La Mesa, CA.
Paul Neves is a financial advisor with Securities America Advisors, Inc. primarily works with Individuals, High Net Worth Individuals. Paul Neves operates out of San Diego, CA.
Stephen Comer is a financial advisor with Royal Alliance Associates, Inc. primarily works with Individuals, High Net Worth Individuals. Stephen Comer operates out of La Mesa, CA.
Darrin Santos is a financial advisor with Securities America Advisors, Inc. primarily works with Individuals, High Net Worth Individuals. Darrin Santos operates out of San Diego, CA.
Sean Cavanaugh is a financial advisor with Raymond James Financial Services Advisors, Inc primarily works with Individuals, High Net Worth Individuals. Sean Cavanaugh operates out of La Mesa, CA.
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