RJL Wealth Management

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RJL Wealth Management Employees

Employee
Years
Job
Industry
Mikaela Hinds Mikaela Hinds San Francisco, California Details
Mikaela Hinds's RJL Wealth Management Experience June 2008 - August 2009
Job Assistant Director of Advising, Graduate Student Affairs at University of San Francisco
Industry Higher Education
Experience
University of San Francisco  November 2014 - Present
University of San Francisco  July 2013 - November 2014
University of San Francisco  June 2012 - July 2013
Stanford University  August 2011 - February 2012
Institute of International Education  July 2010 - June 2011
RJL Wealth Management   June 2008 - August 2009
CoStar Group  October 2006 - June 2008
Monster Energy  September 2005 - December 2006
Nordstrom  January 2005 - May 2006
State Water Resources Control Board  May 2002 - August 2002

Education
University of San Francisco   2009 — 2010
Master of Arts, International Studies

California State University-Sacramento   2000 — 2004
Bachelor of Arts, Communication Studies; interpersonal, small group, and international communication

University of Technology Sydney   2003 — 2003
Foreign Exchange Student

Michael J. Lucia CFP;ChFC;CLU Michael J. Lucia CFP;ChFC;CLU Greater San Diego Area Details
Michael J. Lucia CFP;ChFC;CLU's RJL Wealth Management Experience January 1992 - August 2007
Job Owner CEO Michael J. Lucia & Associates Inc, Investment Services
Industry Financial Services
Experience
MJL & Associates   January 1992 - Present
RJL Wealth Management   January 1992 - August 2007

Skills
Strategic Financial..., Retirement, Wealth Management, Investments, Retirement Planning, Fixed Annuities, IRAs, 401k, Estate Planning, Series 7, Strategic Planning, 401k Rollovers, Financial Advisory, Asset Management, Insurance, Business Strategy, Investment Advisory, Financial Planners, Securities, Finance, Investment Strategies, Business Analysis, Variable Annuities, Asset Allocation, Pensions, Business Planning, Education Funding, Mutual Funds, Wealth Accumulation, Wealth, Alternative Investments, Wealth Management..., Financial Services, Life Insurance, Small Business, Long-term Care, Financial Planning, RIA, Mortgage Marketing, Collaboration, Asset Managment, Term Life Insurance, Personal Finance, Disability Insurance, Universal Life, Uniform Combined State..., Portfolio Management, Equities, Retirement Income..., CPA Collaboration

Education
The American College   1997 — 2001
Certified Financial Planner (TM), Financial Planning and Services

The American College   1995 — 1997
ChFC, Financial Planning and Services

Cal. State Long Beach   1990 — 1991
Business/Corporate Communications

Baker University   1988 — 1990
Finance and Financial Management Services

Poway High School   1983 — 1986

Alyssa Holmerud Pease Alyssa Holmerud Pease Greater San Diego Area Details
Alyssa Holmerud Pease's RJL Wealth Management Experience May 2009 - January 2014
Job Federal Training Director at Fed Resource, LLC
Industry Financial Services
Experience
Brokers International Mountain States   January 2015 - Present
Fed Resource, LLC   January 2014 - Present
RJL Wealth Management   May 2009 - January 2014
Asset Marketing Systems  2000 - 2007

Skills
Public Speaking, Sales, Salesforce.com, Marketing Communications, Customer Service, Motivational Speaking, Training, Event Planning, New Business Development, Microsoft Word, Outlook, Strategic Planning, Retail, Advertising, Leadership, Insurance, Retirement

Education
Grossmont College
Business/Corporate Communications

Grossmont high school

AJ Prokos AJ Prokos Charlotte, North Carolina Area Details
AJ Prokos's RJL Wealth Management Experience 2006 - 2006
Job Wholesale Loan Services Specialist & Support at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  May 2013 - Present
Foodbuy, LLC  December 2011 - Present
Enterprise Rent-A-Car  2011 - 2011
Enterprise Rent-A-Car  2010 - 2011
Enterprise Rent-A-Car  2009 - 2010
RJL Wealth Management   2006 - 2006

Skills
Customer Service, Analysis, Access, Microsoft Office, Microsoft Excel, Marketing, Financial Analysis, Management, Outlook, Account Management

Education
University of North Carolina at Charlotte   2005 — 2009
BS in, Economics: Forecasting, Accounting, Statistics, Business Computing

Sean O'Connor, CFP® Sean O'Connor, CFP® Encinitas, California Details
Sean O'Connor, CFP®'s RJL Wealth Management Experience September 2008 - December 2010
Job Independent Financial Advisor
Industry Financial Services
Experience
Financial Designs Ltd.  May 2011 - Present
RJL Wealth Management   September 2008 - December 2010

Skills
Retirement Planning, Income Tax, Tax Advisory, Estate Planning, Insurance, Investment Advisory, Investment Strategies, Alternative Investments, Fixed Annuities, Variable Annuities, Fixed Income, Equities, Bonds, Debt Management

Education
USC   2005 — 2008
Bachelor of Arts (BA), Economics

Amy Ripplinger Amy Ripplinger Greater San Diego Area Details
Amy Ripplinger's RJL Wealth Management Experience May 2011 - May 2013
Job Creative Director at The California Fruit Wine Co.
Industry Design
Experience
California Fruit Wine Company   May 2013 - Present
Freelance Design  October 2010 - Present
The G.O.O.D.S Magazine LLC   April 2013 - May 2014
RJL Wealth Management   May 2011 - May 2013
RCGBenefits Group   June 2006 - March 2011
Ultralux Salon & Spa   January 2006 - June 2006
Azure Salon & Spa   May 2004 - December 2005

Skills
Graphic Design, Company Branding, Print Collateral Design, Marketing Communications, Email Marketing, Social Media Marketing, Digital Design, Digital Printing, Digital Marketing, Graphics, Graphic Arts, Information Graphics, Advertising, Photoshop, Dreamweaver, Corporate Branding, Brand Development, Typography, Branding & Identity, Brochures, Banners, Visual Communication, Art, Magazines, Art Direction, Logo Design, Adobe Creative Suite, Illustration, Publishing, Corporate Identity, Layout, Business Cards, Editorial

Education
San Diego State University-California State University   2009 — 2012
Graphic Design

Woodbury University   2008 — 2009
Architecture

Greg Banig Greg Banig Hudson, Ohio Details
Greg Banig's RJL Wealth Management Experience April 2000 - December 2010
Job Digital Marketing & Lead Generation Consultant
Industry Marketing and Advertising
Experience
LeafFilter North, Inc.   January 2012 - June 2015
Possible Worldwide  May 2011 - January 2012
RJL Enterprises   April 2001 - April 2011
Greg Banig Design & Marketing   January 1996 - April 2011
The Life Learning Center  2011 - 2011
RJL Wealth Management   April 2000 - December 2010
Meridian Development Group  January 2004 - October 2006
Eriss   September 1999 - April 2001
Association for Quality & Participation   August 1996 - September 1999

Skills
Digital Marketing, Email Marketing, Online Marketing, Social Media Marketing, Marketing Strategy, SEM, SEO, Marketing, Brand Development, Online Advertising, CRM, Advertising, Creative Direction, Strategic Planning, Public Relations, Strategy, Start-ups, Website Development, Market Planning, New Business Development, Digital Strategy, Direct Marketing, Business Development, Mobile Marketing, Web Marketing, Lead Generation, Web Development, Web Analytics, PPC, Google Adwords, Marketing Management, Google Analytics, Interactive Marketing, Recruiting, Organic Search, Mobile Search, Search Advertising, Public Speaking, Strategic Analysis, Content Management, Content Marketing, Strategic Content..., Content Strategy, Web Content Optimization

Education
Miami University   1993 — 1997
BA, Communications

The American College   2009 — 2010
Chartered Financial Advisor

Annabelle M. Flores Annabelle M. Flores Greater San Diego Area Details
Annabelle M. Flores's RJL Wealth Management Experience January 2012 - August 2013
Job Account Specialist at the DZAP Group, Inc. | LeaseLabs
Industry Marketing and Advertising
Experience
LeaseLabs™  January 2015 - Present
Faulkner Media Group  August 2013 - December 2014
RJL Wealth Management   January 2012 - August 2013
Integrant Inc  April 2011 - September 2011
Earl's Place   January 2008 - June 2011
UC San Diego  May 2010 - September 2010

Skills
Salesforce.com, Customer Service

Education
University of California, San Diego   2006 — 2011
B.A., Communication

Steve Dombrowski II Steve Dombrowski II Greater Los Angeles Area Details
Steve Dombrowski II's RJL Wealth Management Experience March 2009 - January 2013
Job Client Service Specialist
Industry Automotive
Experience
Airstream  May 2014 - January 2015
Airstream  March 2014 - May 2014
RJL Wealth Management   March 2009 - January 2013
BMW of North America, LLC  2007 - 2009
Infiniti of Thousand Oaks   2006 - 2007
BMW of North America, LLC  2001 - 2006

Skills
Resilient Work Ethic, Direct and Execute..., Positive Attitude, Strategy, Strategic Planning, Management, Advertising, Project Management, Accounting, Customer Service, Leadership, Business Development, Digital Marketing, Financial Analysis, Investments, Marketing Strategy, Marketing Communications, Team Building, Human Resources, Customer Satisfaction, Outlook, Public Speaking, Portfolio Management, CRM, Salesforce.com, PowerPoint, Team Leadership, Sales, Customer Retention, Training

Education
Woodbury University   1988 — 1992
Bachelor of Science, Graphic Design / Business

Rio Hondo College
Graduate, Police training

Trevor Mason Trevor Mason Phoenix, Arizona Details
Trevor Mason's RJL Wealth Management Experience May 2012 - September 2013
Job Property Tax Consultant at Ernst & Young
Industry Investment Management
Experience
EY  November 2013 - Present
RJL Wealth Management, LLC  January 2013 - September 2013
RJL Wealth Management   May 2012 - September 2013
Lucia Securities, LLC   May 2012 - September 2013
LPL Financial  December 2011 - May 2012
Traveled   October 2010 - November 2011
Avant-Garde Wealth Manangement   February 2010 - June 2010
JP Morgan Chase  February 2009 - February 2010
RBC  July 2007 - January 2009
San Diego State University  October 2006 - June 2007

Skills
Series 7, Series 66, Insurance, Financial Planning, Investments, Retirement Planning, Portfolio Management, Asset Management, Uniform Combined State..., Strategic Financial..., Asset Managment, Risk Management, Financial Advisory, Securities, Wealth Management, Trading, Investment Management, Finance, ETFs, Investment Advisory, Mutual Funds, Series 63, Asset Allocation, Alternative Investments, Investment Strategies, Equities

Education
San Diego State University-California State University   2003 — 2007
Bachelor of Science (B.S.) Business Adminstration, Finance

Rocklin High school

Ryan M Ryan M Greater San Diego Area Details
Ryan M's RJL Wealth Management Experience April 2005 - January 2008
Job Online Marketing Expert
Industry Marketing and Advertising
Experience
Real Return Real Estate   December 2005 - Present
EPC Marketing Group   April 2005 - Present
Partners & Associates   January 2005 - Present
SunGard  March 2008 - July 2010
Raymond J Lucia Companies, Inc   May 2005 - January 2008
RJL Wealth Management   April 2005 - January 2008
Velocity Networks  January 2003 - May 2005
NCI INFORMATION SYSTEMS, INC  January 2000 - January 2003
SUN OIL  May 1998 - January 2000

Skills
SEO

Education
Bowling Green State University   1994 — 1999
BSBA, Marketing & Information Systems

Cleveland State University
Masters; Bachelors, Business Administration; Business

Richard Williford Richard Williford Houston, Texas Area Details
Richard Williford's RJL Wealth Management Experience March 2008 - May 2009
Job Asset Management Analyst at Thompson National Properties, LLC
Industry Real Estate
Experience
Thompson National Properties, LLC  December 2009 - Present
RJL Wealth Management   March 2008 - May 2009
Fulbright & Jaworski  May 2005 - September 2005

Skills
Real Estate Transactions, Real Estate, Asset Managment, Financial Analysis, Microsoft Excel, Customer Service, Microsoft Office, Due Diligence, Financial Modeling, Property Management, Microsoft Word, Negotiation, ARGUS, Asset Management, Portfolio Management, Finance

Education
University of Texas at Austin   2010 — 2011
McCombs School of Business, Texas Executive Education Program

University of Mississippi   2002 — 2007
Bachelor of Business Administration

Matt Novak, CFA Matt Novak, CFA Greater Philadelphia Area Details
Matt Novak, CFA's RJL Wealth Management Experience January 2009 - January 2010
Job President at MTN CONSULTING
Industry Financial Services
Experience
MTN CONSULTING   January 2009 - Present
RJL WEALTH MANAGEMENT   January 2009 - January 2010
SB PORTFOLIO MANAGEMENT CORP, SB FINANCIAL SERVICES CORP   June 1998 - January 2009
ADVANTA CORPORATION  April 1994 - June 1998
Advanta  1994 - 1998
PROGRESS FEDERAL SAVINGS BANK   October 1992 - April 1994
BANKERS TRUST (DELAWARE)   September 1989 - October 1992
STATE BANK OF LONG ISLAND  May 1982 - September 1989
KPMG PEAT MARWICK  1981 - 1982

Education
Hofstra University   1982 — 1985
MBA, Finance

Villanova University   1977 — 1981
BS, Accountancy

Brent Honea, J.D.- M.B.A. Brent Honea, J.D.- M.B.A. Orange County, California Area Details
Brent Honea, J.D.- M.B.A.'s RJL Wealth Management Experience June 2012 - January 2013
Job Attorney At Law at Barth Calderon Attorneys, LLP.
Industry Financial Services
Experience
Barth Calderon Attorneys, LLP.   November 2013 - Present
Law Student - Western State Univ. College of Law   August 2009 - June 2013
RJL Wealth Management   June 2012 - January 2013
1st Global  August 2009 - March 2011
Fidelity Investments  January 2007 - February 2009
ADP Clearing   January 2006 - December 2006
National Financial Services Group  April 2001 - July 2005
Wedbush Securities  1998 - 2001
American Savings Bank  1990 - 1993
American Savings Bank  1990 - 1993

Skills
Business Development, 401k, Sales, Series 7, New Business Development, Leadership, Management, Sales Management, Wealth Management, Retirement, Executive Management, Strategy, Estate Planning, Retirement Planning, Competitive Analysis, Investments, Securities, Insurance, Portfolio Management, Financial Advisory, Wealth Management...

Education
Western State University College of Law   2009 — 2013
J.D., Emphasis: Estate Planning / Tax / Business Law

California State Polytechnic University-Pomona   1997 — 1998
MBA, Finance, Finance

Hannah St. Clair Hannah St. Clair Greater San Diego Area Details
Hannah St. Clair's RJL Wealth Management Experience January 2012 - October 2012
Job Senior Consultant at Beautycounter
Industry Health, Wellness and Fitness
Experience
Beautycounter  June 2015 - Present
RJL Wealth Management   January 2012 - October 2012
RJL Wealth Management, A Registered Investment Advisor   February 2009 - October 2012
Brian Guiltinan - Prudential CA Realty   February 2008 - September 2008
Grubb & EllisBRE Commercial - Phoenix   October 2007 - February 2008
InSite Medical Properties   March 2006 - September 2007

Education
Colorado State University   2001 — 2005
Bachelor of Science, Human Development & Family Studies