RJL Wealth Management
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RJL Wealth Management Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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