Financial Planner Directory

 

The Alfred Group Michael A Alfred, JD 4275 Executive Square #400 San Diego Tel:  858.202.2328 Email:  MikeJr@TheAlfredGroup.com  Site:   www.TheAlfredGroup.com

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Jeffrey Stemler & Michael Brotkin
Preservation Financial
9715 Businesspark Avenue, San Diego, CA 92131

Tel: 800.303.8754       Fax:858.348.1171
www.preservationfinancial.net

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Jason Rudolph, Financial Advisor
Morgan Stanley11440 West Bernardo Court, Suite 120, San Diego, CA  92127
Tel:  858.674.3916   Fax:  858.674.4844 Toll Free: 800.675.9540
Email:  Jason.Rudolph@MorganStanley.com

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Christopher Rand, CFP & Marc Gallo

MetLife
3131 Camino Del Rio North, Ste. 1200 San Diego, CA 92108
Tel: 619.641.3644      Fax:619.281.9253

crand@metlife.com or mgallo1@metlife.com

Chris and Marc are hosts of "Your Family Matters" a local radio program promoting financial literacy on local KCBQ, 1170 AM, Saturday afternoons from 2-3pm.

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Michael Dose, Financial Consultant

The Retirement Strategy Connection, LPL
8880 Rio San Diego Drive, 8th Floor, San Diego, CA 92108
Tel: 619.209.6010  Fax: 858.273.8505

Email: mikedlpl@aol.com

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Claudia Klaus, Financial Planner
Specializing in assisting Business Owners with their Financial Planning needs.

Pacific Advisors
3990 Old Towne Avenue, Suite C-100, San Diego, CA 92110
Tel: 619.299.5960    

Email: Claudia_Klaus@PacificAdvisors.com