Advisor Directory
David Schrager
Senior Vice President - Financial Advisor
Portfolio Director Group
phone
619-699-7180
Visit website
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Email
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Ryan Souligny
Senior Vice President - Financial Advisor
Senior Portfolio Director Group
phone
619-699-7126
Visit Waypoint Group
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Email
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Brian Neault, AWM, CFP®
Senior Vice President - Financial Advisor
phone
619-699-7125
Visit The Pacific Group
launch
Email
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Jim Lynch
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone
619-699-7144
Visit website
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Email
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Christopher Wells
Senior Vice President - Financial Advisor
Consulting Group
phone
619-699-7127
Visit Waypoint Group
launch
Email
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The Pacific Group
phone
619-699-7151
Visit website
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Email
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Waypoint Group
phone
619-699-7129
Visit website
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Email
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Rachel Paulin
Senior Vice President - Financial Advisor
phone
619-699-7172
Visit website
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Email
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Steve Lahre, CFP®
Managing Director - Financial Advisor
Senior Portfolio Director Group
phone
619-699-7151
Visit The Pacific Group
launch
Email
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Jeff Fink
Senior Vice President - Financial Advisor
phone
619-699-7120
Email
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Ross Allford
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone
619-699-7131
Visit website
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Email
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Sanya Mulhern, CEPA®, CFP®, CRPC®
Senior Vice President - Branch Director
Senior Portfolio Director Group
phone
619-699-7122
Visit The Pacific Group
launch
Email
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