Reilly Financial Advisors

Description

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.

Reilly Financial Advisors Salaries. You can even request information on how much does Reilly Financial Advisors pay if you want to. Learn about salaries, pros and cons of working for Reilly Financial Advisors directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

22 Reilly Financial Advisors employees in database. Find out everything there's to know about Reilly Financial Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Reilly Financial Advisors Employees

Employee
Years
Job
Industry
Nate Nieri, MSBA, CFP® Nate Nieri, MSBA, CFP® Greater San Diego Area Details
Nate Nieri, MSBA, CFP®'s Reilly Financial Advisors Experience November 2010 - Present
Job Director of Financial Planning
Industry Financial Services
Experience
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

David Cariani David Cariani Greater San Diego Area Details
David Cariani's Reilly Financial Advisors Experience April 2013 - Present
Job Director of Wealth Management
Industry Financial Services
Experience
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

Taylor Woolrich Taylor Woolrich Hanover, New Hampshire Details
Taylor Woolrich's Reilly Financial Advisors Experience October 2013 - Present
Job Executive Assistant to the President at Reilly Financial Advisors
Industry Investment Banking
Experience
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

Carolyn Russell Carolyn Russell La Mesa, California Details
Carolyn Russell's Reilly Financial Advisors Experience March 2014 - Present
Job Senior Wealth Advisor at Reilly Financial Advisors Help clients define and achieve their individual financial goals
Industry Financial Services
Experience
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

Taher Ali Taher Ali Greater San Diego Area Details
Taher Ali's Reilly Financial Advisors Experience 2000 - Present
Job Head Research Analyst at Reilly Financial Advisors
Industry Financial Services
Experience
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

Brad Berman Brad Berman La Mesa, California Details
Brad Berman's Reilly Financial Advisors Experience January 2000 - Present
Job Vice President ~ Wealth Management at Reilly Financial Advisors
Industry Financial Services
Experience
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

Dean Peabody Dean Peabody Greater San Diego Area Details
Dean Peabody's Reilly Financial Advisors Experience 1993 - Present
Job Senior Vice President Operations & Trading at Reilly Financial Advisors
Industry Financial Services
Experience
Reilly Financial Advisors   1993 - Present

Skills
Investment Management, Stock Selection, Portfolio Construction, Portfolio Strategy

Education
San Diego State University-California State University

Frank Reilly Frank Reilly Greater San Diego Area Details
Frank Reilly's Reilly Financial Advisors Experience October 1999 - Present
Job President, COO & Cofounder at Reilly Financial Advisors
Industry Financial Services
Experience
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

Bianca Buono Bianca Buono Fargo, North Dakota Details
Bianca Buono's Reilly Financial Advisors Experience December 2011 - December 2012
Job Weekend Anchor/Reporter at KVRR FOX
Industry Broadcast Media
Experience
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

Alex Becker Alex Becker San Diego, California Details
Alex Becker's Reilly Financial Advisors Experience May 2015 - Present
Job Marketing Assistant at Reilly Financial Advisors
Industry
Experience
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

Jason Watters Jason Watters Greater San Diego Area Details
Jason Watters's Reilly Financial Advisors Experience November 2014 - Present
Job Operations Specialist at Reilly Financial Advisors
Industry Financial Services
Experience
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

Elliott Rice Elliott Rice Sacramento, California Details
Elliott Rice's Reilly Financial Advisors Experience December 2014 - Present
Job Trading Assistant
Industry Financial Services
Experience
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

Sam Long Sam Long Greater San Diego Area Details
Sam Long's Reilly Financial Advisors Experience October 2013 - Present
Job Director of Sales
Industry Financial Services
Experience
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

Jason Abar, MBA, CFP® Jason Abar, MBA, CFP® Greater Denver Area Details
Jason Abar, MBA, CFP®'s Reilly Financial Advisors Experience January 2013 - December 2014
Job Portfolio Consultant at Schwab Private Client Investment Advisory
Industry Investment Management
Experience
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

Gabrielle Reilly Gabrielle Reilly Greater San Diego Area Details
Gabrielle Reilly's Reilly Financial Advisors Experience January 2015 - Present
Job Financial Planner at Reilly Financial Advisors
Industry Financial Services
Experience
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

Chuck des Bordes Chuck des Bordes Houston, Texas Area Details
Chuck des Bordes's Reilly Financial Advisors Experience 2007 - 2008
Job Regional Human Resources Consultant at W.O.R.L.D. Associates
Industry Human Resources
Experience
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

Scott Fortney Scott Fortney Greater Salt Lake City Area Details
Scott Fortney's Reilly Financial Advisors Experience 2006 - Present
Job Vice President Client Relations at RFA Wealth Management Help clients define and achieve their financial goals
Industry Investment Management
Experience
Reilly Financial Advisors   2006 - Present

Skills
Wealth Management, Estate Planning, Retirement Planning, Investment Management, Financial Advisory

Education
Brigham Young University

Aysha Davis Aysha Davis Greater San Diego Area Details
Aysha Davis's Reilly Financial Advisors Experience June 2011 - June 2014
Job Client Service Representative
Industry Financial Services
Experience
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