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
Cesar Padilla is a financial advisor with Edward Jones, which primarily works with Individuals and High Net Worth Individuals. Cesar Padilla operates out of Chula Vista, CA.
David Harrison is a financial advisor with Wells Fargo Advisors, LLC primarily works with Individuals, High Net Worth Individuals. David Harrison operates out of San Diego, CA.
Specialties: Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Retirement Planning
600 W Broadway Ste 1450 One America Plaza, San Diego, CA 92101
Elizabeth M Ruch is a financial advisor with Waddell & Reed, Inc., which primarily works with Individuals and High Net Worth Individuals. Elizabeth Ruch operates out of San Diego, CA.
Douglas Earl Kincart is licensed as a financial advisor and is based out of San Diego, CA. Kincart works for UBS Financial Services and has successfully completed the Series 7,... show more
Craig Cohn is a financial advisor with Lpl Financial LLC primarily works with Individuals, High Net Worth Individuals. Craig Cohn operates out of Poway, CA.
Mario Rosas is licensed as a financial advisor and is based out of San Diego, CA. Rosas works for UBS Financial Services and has successfully completed the Series 7, 63... show more
Judy Hagar is a financial advisor with Sagepoint Financial, Inc. primarily works with Individuals, High Net Worth Individuals. Judy Hagar operates out of Phoenix, AZ.
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