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WFA San Diego
We help people grow and preserve wealth by customizing financial strategies to help people live their dream lives. WFA San Diego is celebrating 35 years of making positive financial choices for clients always placing their interests first. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services. It is never too early to start planning for your financial success.
URLs
- website: http://www.wfasandiego.com
- linkedin: http://www.linkedin.com/company/wfa-wealth-managers
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WFA San Diego's headquarter address
Line 1:
3170 fourth avenue, 3rd floor, san diego, ca 92103, us
Line 2:
3170 4th Ave
WFA San Diego's industries
financial services
WFA San Diego's technology
Apache
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People working at WFA San Diego
AC
Andrew M. Jensen, CAIA
Senior Wealth Advisor
San Diego, California, United States
DW
David White
Sr. Financial Advisor
San Diego, California, United States
KC
Ken Frost CFA
Chief Investment Officer Emeritus
BC
Becki Sutton, MBA, CFA, CFP®
Senior Portfolio Manager/Senior Wealth Advisor
San Diego, California, United States
JA
AW
Annette Wilder
Client Services Manager
San Diego, California, United States
PW
Pete Wheeler
CEO and Dream Development Director
San Diego, California, United States
JO
Julianna Oliveira
Administrative Assistant
San Diego, California, United States
TM
Thomas McIntyre
Managing Director
San Diego, California, United States
JC
Jay Corti
Cargo Manager
San Diego, California, United States
You can find 10 people working at WFA San Diego on FinalScout. Create a free account to view details including email addresses.
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