Reilly Financial Advisors
Address: 7777 Alvarado Rd, La Mesa, CA 91942 Hours: Closed ⋅ Opens 7:30AM Wed Tuesday7:30AM–4PMWednesday7:30AM–4PMThursday7:30AM–4PMFriday7:30AM–3PMSaturdayClosedSundayClosedMonday7:30AM–4PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (800) 682-3237: Website: : : Category: Place name: : : : Website: http://www.rfadvisors.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Reilly Financial Advisors Posting publicly on the Web Write a review Reviews Be the first to review
Reilly Financial Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Reilly Financial Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Reilly Financial Advisors Employees
Reilly Financial Advisors November 2010 - Present
KW Commercial June 2010 - November 2010
Bainbridge November 2008 - January 2010
Permanent Value Inc. May 2008 - October 2008
Skills
Financial Planning, Retirement Planning, Wealth Management, Portfolio Management, Estate Planning, Risk Strategy, Real Estate Investment, Competitive Intelligence, Strategic Financial..., Investment Properties, Strategy, Finance, Financial Advisory, Financial Planners, Valuation
Education
San Diego State University-California State University 2010 — 2011
MSBA, Finance and Tax Planning
San Diego State University-California State University 2005 — 2009
BS, Finance
Reilly Financial Advisors April 2013 - Present
Merrill Lynch April 2011 - April 2013
FinOps Group January 2009 - April 2011
ValueVest Management Company July 1997 - December 2008
Skills
Chartered Financial..., Personal Financial..., Investment Management, Financial Advisory, Financial Analysis, Portfolio Management, Wealth Management, Relationship Management, Retirement Planning, Retirement Plan..., Hedge Funds, Wealth Management..., Series 7, Investment Advisory, Alternative Investments, Series 63, Trading, 401k Rollovers, Separately Managed..., Series 65, Asset Management, Strategic Financial..., 401k, Retirement, Investments, Investment Strategies, Certified Financial..., Finance, Financial Planning, Financial Services, Estate Planning, Wealth, Asset Allocation, Securities
Education
UCLA 1988 — 1992
Bachelor of Arts (B.A.), Political Science
Gonzaga University 1990 — 1991
Study Abroad, Florence, Italy
SF
SF
Reilly Financial Advisors October 2013 - Present
Zirtual Inc. February 2013 - April 2014
PromoteU Inc May 2013 - August 2013
Dartmouth Medical School Department of Neurobiology and Physiology July 2012 - February 2013
California State Senate May 2010 - January 2012
Skills
Marketing, Fundraising, Editing, Social Media, Event Planning, International Relations, Nonprofits, Spanish, Data Analysis, Political Campaigns, Qualitative Research, PowerPoint, SPSS, French, Blogging
Education
Dartmouth College 2012 — 2016
Economics, Applied and Professional Ethics
River Valley High School 2009 — 2012
Reilly Financial Advisors March 2014 - Present
Union Banc November 2010 - February 2014
TD Waterhouse September 1999 - February 2006
Skills
Strategic Financial..., Personal Financial..., Personal Finance, Wealth Management, Manage Client..., Portfolio Assessment
Education
Texas Tech University 1995 — 1999
Bachelor of Science (B.S.), Family Financial Planning
Reilly Financial Advisors 2000 - Present
Saudi French Bank 1985 - 2000
Skills
Portfolio Management, Portfolio Strategy, Equity Research, Asset Allocation
Education
California State Polytechnic University-Pomona
Reilly Financial Advisors January 2000 - Present
Skills
Relationship Management, Wealth Management, Portfolio Strategy, Stock Analysis, Estate Planning, Asset Management, Finance, Portfolio Management, Tax, Financial Advisory, Investment Management, Investments, Wealth Management..., Mutual Funds, Strategic Financial..., Series 7, Management, Stock Valuation, Employee Benefits, Financial Planners, Securities, Asset Allocation, Strategic Planning
Education
University of Cape Town
Juris Doctorate, Law
Reilly Financial Advisors 1993 - Present
Skills
Investment Management, Stock Selection, Portfolio Construction, Portfolio Strategy
Education
San Diego State University-California State University
Reilly Financial Advisors October 1999 - Present
LPL Financial October 1997 - October 1999
LPL Financial October 1996 - October 1997
LPL Financial October 1994 - October 1996
LPL Financial 1991 - October 1994
Skills
Investment Management, Wealth Management, Relationship Management, Investment Advisory..., Retirement Planning, Strategic Financial..., Portfolio Management, Asset Managment, Investments, Estate Planning, Securities, Financial Planners, Investment Advisory, Series 7, Equities, Personal Financial..., Asset Allocation, Financial Services, Financial Planning, Mutual Funds, Executive Management, Series 63, Asset Management
Education
United States International University 1987 — 1988
Masters; International Business Administration
Univeristy of San Diego 1986 — 1987
Masters of Business Administration
United States International University 1983 — 1986
Bachelor of Science; International Business Administration
University of Toledo 1982 — 1983
Business
Crawford High School
KVRR - FOX November 2014 - Present
WEBN-TV January 2013 - April 2014
NBCUniversal, Inc. September 2013 - December 2013
NESN May 2013 - August 2013
The Emerson Channel September 2012 - May 2013
The Boston Globe September 2011 - January 2013
Reilly Financial Advisors December 2011 - December 2012
Skills
Sports, Broadcast, Journalism, Final Cut Pro, Social Media, Editing, Storytelling, ENPS, Sports Writing, Facebook, Microsoft Office, Video, Tumblr, Twitter, Broadcast Journalism, Avid Newscutter, Photoshop, Pinterest, Audacity, Avid, Anchoring, Reporting, Interviewing Skills, Edius
Education
Emerson College 2010 — 2014
BS, Broadcast Journalism
Cathedral Catholic High School 2006 — 2010
Bachelor of Science (B.S.), Broadcast Journalism
Reilly Financial Advisors May 2015 - Present
FMT Consultants July 2014 - September 2014
Armani Exchange November 2013 - January 2014
Skyhawks Sports Academy May 2013 - August 2013
California's Great America June 2011 - August 2011
Skills
Facebook, Social Networking, Critical Thinking, Social Media, PowerPoint, Microsoft Word, Sports Marketing, Athletics, Microsoft Excel, OS X, Access, Public Speaking, Teamwork, Networking, Google Docs, Customer Service, Time Management, Marketing, Notepad++, Visual Studio, HTML, WordPress, Microsoft CRM, Photoshop, Business Development, Public Relations, Marketing Strategy
Education
San Diego State University-California State University 2011 — 2015
Bachelor's Degree, Marketing
Archbishop Mitty High School 2006 — 2010
Reilly Financial Advisors November 2014 - Present
PROVEN, Inc. July 2013 - November 2014
LPL Financial July 2014 - October 2014
CUSO Financial Services, LP April 2014 - June 2014
LPL Financial September 2013 - April 2014
American Income Life Insurance Company May 2013 - September 2013
Skills
Customer Service, Customer Satisfaction, Communication, Microsoft Word, Social Media, Teaching, Martial Arts, Teamwork, Organizational..., Dedicated Professional, Travel, Oracle Applications, Life Insurance, Financial Services, Accounting, Accounts Payable, Financial Advisory, Financial Accounting, Time Management, Insurance, Data Analysis, Public Speaking, Microsoft Excel, PowerPoint
Education
Alliant International University-San Diego Scripps Ranch
Master of Business Administration (M.B.A.), In Progress: International Investment Management Concentration
Alliant International University-San Diego Scripps Ranch 2013 — 2015
Bachelor’s Degree, International Business Management- Concentration in Finance., Cum Laude
Grossmont College 2010 — 2013
River Valley Charter High School 2006 — 2010
Reilly Financial Advisors December 2014 - Present
Reilly Financial Advisors September 2013 - December 2014
Sacramento County Community Development, Planning and Environmental Review February 2012 - May 2012
Skills
Time Management, Econometrics, Data Analysis, Statistical Data..., Regression Analysis, Data Modeling, Qualitative Research, Office Administration, Microsoft Excel, Health Economics, Financial Services, Predictive Analytics, Microsoft CRM, Policy Analysis, Microsoft SQL Server, Investments
Education
San Diego State University-California State University 2013 — 2015
Master of Arts (MA), Applied Economics
California State University-Sacramento 2009 — 2013
Bachelor of Arts (B.A.), Economics, Cum Laude
Reilly Financial Advisors October 2013 - Present
Scottrade August 2012 - October 2013
TD Ameritrade April 2011 - May 2012
TD Ameritrade August 2009 - March 2011
TD Ameritrade October 2008 - July 2009
TD Ameritrade September 2007 - October 2008
E*TRADE Financial October 2005 - September 2007
Harrisdirect January 2005 - October 2005
Harrisdirect June 2003 - December 2004
Harrisdirect January 2003 - May 2003
Skills
Mutual Funds, Options, Series 63, Trading, Series 7, Series 24, Investments, Securities, FINRA, Leadership, Sales, Business Development, Uniform Combined State..., Asset Allocation, Marketing, Wealth Management, Investment Advisory, Financial Services, Relationship Management
Education
Concordia College 1987 — 1989
Bachelor's degree, Organizational Communication, General
College of Lake County 1977 — 1978
Associate's degree
Schwab Private Client Investment Advisory December 2014 - Present
Reilly Financial Advisors January 2013 - December 2014
Curian Capital LLC February 2011 - December 2012
MML Investors Services, Inc. November 2003 - February 2011
Charles Schwab June 1998 - December 2001
Education
University of Colorado at Denver 2002 — 2003
MBA, Business Administration and Management, General
University of Colorado at Boulder - Leeds School of Business 1996 — 1998
BS, Finance
Reilly Financial Advisors January 2015 - Present
Reilly Financial Advisors June 2014 - January 2015
Franklin College Switzerland January 2013 - June 2014
Franklin College Switzerland August 2013 - May 2014
Reilly Financial Advisors June 2012 - May 2014
Reilly Financial Advisors June 2011 - August 2012
Hooley's Irish pub & restaurant November 2009 - May 2010
Skills
Microsoft Excel, CRM, Eviews, Adobe, CAMS, Morningstar, By All Accounts, Quick Scan Pro, Prezi, Quantitative Research, Data Entry, English grammar, Business Travel, Travel Planning, Teaching English as a..., Youth Leadership, Internships, Social Networking, Intercultural Skills, Data Collection, Reuters EcoWin, Portfolio Management, Leadership, Investments, Student Leadership, Intercultural..., Economics, Italian, Social Media, Relationship Management, Equities, Investment Management, Financial Planning, Research
Education
San Diego State University-California State University 2014 — 2016
Master's Degree, MS in Business Administration with a Concentration in Financial and Tax Planning
Franklin University Switzerland 2010 — 2014
Bachelor's Degree, International Banking and Finance
River Valley Charter School 2006 — 2010
High School
W.O.R.L.D. Associates October 2014 - Present
ConfidentVision March 2010 - September 2014
The Retirement Group May 2008 - October 2009
Reilly Financial Advisors 2007 - 2008
Independent Financial Group LLC April 2005 - August 2007
Bachrach & Associates 2007 - 2007
Trilogy Financial Services 2002 - 2005
Kforce Inc. 2000 - 2002
O'Neal Steel 1996 - 2000
United States Marine Corps 1989 - 1996
Skills
Investments, Retirement, Financial Services, Retirement Planning, Series 7, Strategic Financial..., Team Building, Insurance, Securities, Wealth Management, Investment Management, Sales, 401k, Long Term Care Insurance, Mutual Funds, Strategic Planning, Series 63, Employee Benefits, Small Business, Leadership, Alternative Investments, Portfolio Management, Risk Management, Asset Management, Estate Planning, Asset Allocation, Series 65, Wealth Management..., Term Life Insurance, Personal Finance, Process Improvement, Asset Managment, Finance, Fixed Annuities, Life Insurance, Investment Advisory, Investment Strategies, Financial Planners, Roth IRA, Financial Advisory, Series 6, Variable Annuities, Wealth, Long-term Care, Equities, Universal Life, IRAs, 401k Rollovers, Wealth Accumulation, Disability Insurance
Education
Texas A&M University 1985 — 1989
Bachelor of Science, Economics
Baton Rouge Magnet High School 1982 — 1985
Robert E Lee High School 1981 — 1982
Reilly Financial Advisors 2006 - Present
Skills
Wealth Management, Estate Planning, Retirement Planning, Investment Management, Financial Advisory
Education
Brigham Young University
Reilly Financial Advisors June 2011 - June 2014
LPL Financial October 2008 - March 2011
LPL Financial October 2006 - October 2008
Skills
Wealth Management, Relationship Management, Customer Service..., Financial Operations, Financial Services, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, VBA, Data Analysis, Databases, Microsoft CRM, Outlook, Administrative..., Market Research, Marketing, Email Marketing, Securities, Trading, Rebalancing, Database Maintenance, Employee Training, Customer Service, Customer Relations, Customer Retention, Client Services, Molecular Biology, Cell Biology, Immunology, Virology
Education
San Diego State University 2002 — 2006
Bachelor of Science, Cell and Molecular Biology, 3.6 GPA
San Diego State University-California State University 2001 — 2006
Bachelor's degree, Cell/Cellular and Molecular Biology