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Markland Wealth Management, Inc.
Mark Markland
Certified Financial Planner
Real Estate Sales
Location
Compensation
WealthSpring
Jay Douglas
Partner, Chief Investment Strategist
Master of Science in Finance, Financial Analysis Major
Location
Compensation
Artisancap
Daniel Yasharel
Senior Partner
MSFS, CAP, CPFA, BFA, AEP
Location
Compensation
URBAN Wealth Management, LLC
Rene' Nourse
Managing Director
Location
Compensation
TwoTalents Capital Management
Alan Chuang
Portfolio Manager
CFP®, CPA, CFA
Location
Compensation
Goodstein Wealth Management
Alan Goodstein
Principal-Certified Financial Planner
CFP®
Location
Compensation
The Sterling Group
Anthony Nahra
Location
Compensation
Thesis Financial
Katrina Soelter
Founder, Financial Planner
CFP®
Location
Compensation
Cycle Financial Planning
Lisa Junghahn
Director of Financial Planning at Cycle Financial Planning
CFP®
Location
Compensation
Torrey Pines Bank
Natalie Do
Senior Vice President, Sr. Relationship Manager
Location
Compensation