2008 GSDBA DIRECTORY 

Friends do Business with Friends!

Welcome to the online, searchable version of the 2008 GSDBA Business Resource Directory. Please use the categories and fields featured below to search for GSDBA member companies and organizations. Note: GSDBA has compiled the Business Directory as a source of information and as an advertising tool for GSDBA Members. The GSDBA makes no representation as to the qualifications or competence of those listed, and the GSDBA is not liable nor responsible for the services of those listed. In accordance with federal and state law we ask that you not use the fax numbers and e-mail addresses in this Directory for unsolicited advertisements.

The whole directory In this category
Search the Directory

Top: FINANCIAL PLANNING/INVESTMENTS

List Size:  30  45  60  75

AIG FINANCIAL ADVISORS Gordon Gilbreath & Christopher B. DeSaulniers, Esq. ggilbreath@aigfinancialadvisor.com www.sandiegoretirementplanners.com Focusing on retirement planning and working with people from all walks of life to help secure their financial futures. Member FINRA/SIPC. 619-994-7301 FINANCIAL PLANNING: INVESTMENTS BAIR FINANCIAL PLANNING Marci Bair, CFP® Financial Services Representative Marci@BairFinancial.com Fee Based Financial and Retirement Planning, Investments and Insurance for Individuals, Couples and Businesses. Bair Financial Planning an office of MetLife®. 619-497-2279 Lic. # CA INS. OA95926 FINANCIAL PLANNING: INVESTMENTS CHRIS COOPER & COMPANY INC. Chris Copper, CFP chris@accesstoledo.com www.chriscooper.com A Fee Only (no sales commissions or hidden employees) financial planning firm providing guidance on investments, taxation & estate planning. 619-602-2025 FINANCIAL PLANNING: INVESTMENTS FLEMING & ASSOCIATES, LLC Jamie L. Fleming CFP®, CRFA? JamieFleming@FlemingAndAssociatesLLC.com Independent Financial Advisor for Individuals and Corporations - Specializing in Fee Based Planning, Asset Management, Insurance, Employee Benefits. 619-294-2908 Lic. # OB42473 FINANCIAL PLANNING: INVESTMENTS LINCOLN INVESTMENT PLANNING, INC. R. Stephan Bayani sbayani@lincolninvestment.com Financial consultants helping individuals and businesses with their financial, retirement, investment and insurance needs. 619-795-1353 Lic. # CA 0D74612 FINANCIAL PLANNING: INVESTMENTS MERRILL LYNCH Craig Conwell & Pina Carino craig_conwell@ml.com www.fa.ml.com/bcc_group We specialize in helping singles, domestic partners and families with investment, retirement, estate planning and charitable giving strategies for our community. 619-699-3813 FINANCIAL PLANNING: INVESTMENTS MORGAN STANLEY Paul Demke paul.demke@morganstanley.com Investment Advice, Asset Allocation Strategy, Financial Planning for Individuals and Domestic Partners. 619-238-3431 Lic. # 0D24086 FINANCIAL PLANNING: INVESTMENTS RAYMOND JAMES FINANCIAL SERVICES, INC. Sally Hall www.raymondjames.com/sallyhallfinancials According to recent surveys, more than 80% of Americans have very little knowledge about money essentials. I will create the plan for you. Minimum investment of 250K. 619-922-9790 Lic. # CA 0E61436 FINANCIAL PLANNING: INVESTMENTS SCHREINER FINANCIAL SOLUTIONS Susan A. Schreiner CFP®, EA Susan@SFSadvisors.com We giveth back what the IRS taketh away. 619-463-PLAN (7526) FINANCIAL PLANNING: INVESTMENTS TAX PREPARATION SMITH BARNEY Doug McPherson, CFP douglas.s.mcpherson@smithbarney.com Comprehensive Financial Planning & Investment Advice for High Net Worth Individuals and Domestic Partners. 619-544-6521 VP-Wealth Management FINANCIAL PLANNING: INVESTMENTS STATE FARM R.J. Blake, CPCU, CLU rj.blake.j66u@statefarm.com Retirement & Education Funding. 619-681-0060 Lic. # 0D48571 FINANCIAL PLANNING: INVESTMENTS STOCKTON FINANCIAL & INSURANCE SERVICES Mary L. Stockton, Agent stocktonm@ft.newyorklife.com www.marylstockton.nylagents.com Meeting the Life, Health, Disability, LT Care Insurance needs of Individuals, Couples & Businesses in our community. 858-623-8945 FINANCIAL PLANNING: INVESTMENTS INSURANCE WADDELL & REED, INC. Eric D. Brown, CMFC ericbrown@wradvisors.com Comprehensive fee based financial & retirement planning, specifically tailored to your goals and values, including investments & insurance. Free initial consultation. 619-297-2003 Lic. # 0D46555 FINANCIAL PLANNING: INVESTMENTS WELLS FARGO INVESTMENTS Bret Cleveland cleveb@wellsfargo.com Complete financial, retirement and estate planning; IRA rollovers, wealth management and investment advice tailored to individuals, partners and families. 619-298-3173 FINANCIAL PLANNING: INVESTMENTS

1