James R. Lingelbach,  CFP<sup>&reg;</sup> - Financial Advisor

James R. Lingelbach, CFP®

ChFC,CASL,RICP

CERTIFIED FINANCIAL PLANNER™

MassMutual Financial Planner, Financial Services Representative

4660 LaJolla Dr, Ste 300
San Diego, CA 92122
FINANCIAL ADVISOR'S WEBSITE
(619) 641-3632

General

James Lingelbach is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at MassMutual Financial Planner, Financial Services Representative in San Diego, CA and the surrounding communities.

Financial Advisor Overview

Fee-based Financial Planning focus.

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Financial Advisor Experience

32 years of experience serving clients throughout Southern California and across the contry.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CASL, RICP CA Insurance Lic. #0764473

Insurance Licenses

  • Life insurance: CA, TX, NV, FL, MS, AZ,CT
  • Health/disability insurance: CA, TX, NV, FL, MS, AZ
  • Fixed annuities: CA, TX, NV, FL, MS, AZ
  • Variable annuities: CA, TX, NV, FL, MS, AZ

Broker-Dealer Affiliation

MML Investors Services, LLC

Broker-Dealer Disclaimer

CURO Financial and Insurance Solutions, LLC is not a subsidiary or affiliate of MML Investor Services, LLC, or its affiliated companies. Registered representative of and offers securities, investment advisory and financial planning services through MML Investor Services, LLC Member SIPC. CURO Financial and Insurance Solutions, LLC is not a subsidiary or affiliate of MML Investor Services, LLC, or its affiliated companies CA License #0764473

Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Long-term Care

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Helpful Financial Planning Resources