RJL Wealth Management, LLC

Description

Address: 2 Bala Plaza, Bala Cynwyd, PA 19004 Phone: (610) 660-7719: Place name: Category: : : : : Hours: Website: : Website: http://www.rjlwm.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. · Own this business?Add missing informationAdd business hours 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 RJL Wealth Management, LLC Posting publicly on the Web Write a review Reviews Be the first to review

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RJL Wealth Management, LLC Employees

Employee
Years
Job
Industry
Jenica McClure Jenica McClure Greater San Diego Area Details
Jenica McClure's RJL Wealth Management, LLC Experience May 2012 - May 2014
Job Business Development Coach
Industry Financial Services
Experience
Edward Jones  May 2014 - Present
RJL Wealth Management, LLC   May 2012 - May 2014
Lucia Securities, LLC   May 2012 - May 2014
Edward Jones  November 2006 - February 2012
Edward Jones  April 2003 - July 2006

Skills
Strategic Financial..., Retirement Planning, Mutual Funds, Series 7, Investments, Public Speaking, Leadership, Customer Service, Event Planning

Education
University of California, Riverside   2002 — 2006
B.A., Political Science/ Administrative Studies

Nicholas Guidi Nicholas Guidi Laguna Hills, California Details
Nicholas Guidi's RJL Wealth Management, LLC Experience June 2008 - August 2008
Job Product Manager Digital Channels at First Republic Bank
Industry Banking
Experience
First Republic Bank  March 2015 - Present
First Republic Bank  October 2013 - March 2015
First Republic Bank  June 2011 - October 2013
First Republic Bank  August 2009 - June 2011
First Republic Bank  June 2009 - August 2009
RJL Wealth Management, LLC   June 2008 - August 2008

Skills
Banking, Internet Banking, Team Leadership, Customer Service, Cash Management, Project Management, Retail Banking, Commercial Banking, Business Analysis, Process Improvement, Management, Vendor Management, Payments, Electronic Payments, Leadership

Education
University of San Francisco   2005 — 2009
Bachelor's degree, Accounting and Finance

Kyle Uthe, CRPC® Kyle Uthe, CRPC® San Diego, California Details
Kyle Uthe, CRPC®'s RJL Wealth Management, LLC Experience May 2013 - January 2014
Job Registered Client Service Associate at UBS Wealth Management
Industry Financial Services
Experience
Lucia Capital Group  May 2013 - August 2015
RJL Wealth Management, LLC   May 2013 - January 2014
Fidelity Investments  February 2011 - January 2013

Skills
Asset Allocation, Diversification, Customer Service, Rebalancing, Research, Retirement Planning, Social Security Benefits, Financial Services, Wealth Management, Financial Planning, Portfolio Management, Securities, Sales, Series 7, Social Security, Retirement, Finance, Mutual Funds, Investments

Education
Northern Kentucky University   2005 — 2010
Finance & Accounting, Bachelor of Science

Chris Bianchi Chris Bianchi San Antonio, Texas Details
Chris Bianchi's RJL Wealth Management, LLC Experience June 2012 - August 2012
Job Attended Trinity University
Industry Sports
Experience
Los Angeles Dodgers  January 2015 - June 2015
Kansas City T-Bones Baseball Club  July 2014 - January 2015
Spurs Sports & Entertainment  June 2014 - July 2014
RJL Wealth Management, LLC   June 2012 - August 2012

Skills
Microsoft Word

Education
Trinity University   2010 — 2014
Bachelor's degree, Finance and Marketing

Trinity University   2010 — 2014
Bachelor of Science (B.S.), Finance, Marketing, Sport Management

Anastasia Melbrod Anastasia Melbrod Rancho Santa Fe, California Details
Anastasia Melbrod's RJL Wealth Management, LLC Experience August 2004 - July 2005
Job Financial Advisor at Melbrod Financial Services, Inc.
Industry Financial Services
Experience
Melbrod Financial Services, Inc.   January 2006 - Present
RJL Wealth Management, LLC   August 2004 - July 2005

Skills
Retirement Planning, Investments, Wealth Management, Strategic Financial..., Series 7, Mutual Funds, Portfolio Management, Financial Analysis, Investment Advisory, Asset Allocation

Education
Loyola Marymount University   2000 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Scot Fairchild, CFP, EA Scot Fairchild, CFP, EA Henderson, Nevada Details
Scot Fairchild, CFP, EA's RJL Wealth Management, LLC Experience August 2012 - Present
Job Certified Financial Planner, Enrolled Agent at Success Tax & Financial, Wealth Manager at RJL Wealth Management, LLC
Industry Financial Services
Experience
RJL Wealth Management, LLC   August 2012 - Present
Success Tax & Financial   1992 - Present
SagePoint Financial  January 1998 - August 2012

Skills
Strategic Financial..., Financial Planners, Tax, Tax Preparation, Income Tax, Corporate Tax, Tax Advisory, Wealth Management, Wealth, Fixed Annuities, Retirement, Securities, Financial Services, Real Estate, Certified Financial..., Series 7, Series 63, Small Business, Investments, Financial Analysis, Uniform Combined State..., Finance, FINRA, IRAs, Estate Planning, Retirement Planning, Asset Management, Investment Advisory, Portfolio Management, Investment Strategies, 401k Rollovers

Education
Northern Arizona University, College of Business Administration   1989 — 1992
Bachelors, Finance, Accounting

Sondra Forkner Sondra Forkner San Diego, California Details
Sondra Forkner's RJL Wealth Management, LLC Experience June 2009 - April 2010
Job Advertising Compliance Officer at Lucia Capital Group
Industry Financial Services
Experience
Lucia Capital Group  October 2013 - Present
Lucia Securities, LLC Member FINRA/SIPC   September 2011 - November 2014
First Allied Securities  November 2007 - November 2011
RJL Wealth Management, LLC   June 2009 - April 2010
RJL Wealth Management LLC  January 2005 - June 2009
Raymond J. Lucia Companies, Inc.   January 2005 - June 2009
Lucia Financial LLC   October 2006 - May 2009
Securities America, Inc. Member FINRA/SIPC   February 2005 - November 2007
Helix Trading, LLC   January 2006 - December 2006
Global Resources, Ltd. Member NASD/SIPC   February 2000 - November 2004

Skills
Wealth Management, Uniform Combined State..., Investments, Fixed Annuities, Strategic Financial..., Retirement, Investment Advisory, Retirement Planning, Financial Services, Alternative Investments, Series 63, Investment Strategies, Asset Management, FINRA, Series 7, Securities, Mutual Funds, IRAs, Series 24, Asset Allocation, Financial Planning, Series 65, Variable Annuities

Education
La Jolla Country Day, Del Mar Elementary, Earl Warren Jr. High, San Dieguito High, Palomar College, Wharton   1959 — 2002
General Ed, Sciences, Dance, Financial-specific

Palomar College   1970 — 1973
Sciences, Dance, Health, 3.86

Bernie Nolan Bernie Nolan Washington, District Of Columbia Details
Bernie Nolan's RJL Wealth Management, LLC Experience September 2009 - March 2011
Job Associate at Squire Patton Boggs
Industry Legal Services
Experience
Squire Patton Boggs  October 2014 - Present
RJL Wealth Management, LLC   September 2009 - March 2011
Barclays Investment Bank  September 2008 - August 2009
Lehman Brothers  July 2007 - August 2008

Skills
Public Speaking, Legal Research, Financial Analysis, Legal Writing, Leadership, Investments, Insurance, Finance

Education
Georgetown University Law Center   2012 — 2014
Juris Doctor, Law

Dickinson College   2003 — 2007
Bachelor of Arts (B.A.), International Business & Management

Richard DeTeresa Richard DeTeresa San Diego, California Details
Richard DeTeresa's RJL Wealth Management, LLC Experience January 2010 - May 2012
Job Senior Account Executive at FMG Suite
Industry Marketing and Advertising
Experience
Faulkner Media Group  May 2012 - Present
RJL Wealth Management, LLC   January 2010 - May 2012

Skills
Online Marketing, Social Media Marketing, Advertising, Digital Strategy, Email Marketing, Digital Marketing, Social Media, Online Advertising, Marketing Strategy, New Business Development, Marketing, Sales, Web Design, Social Networking

Education
San Diego State University-California State University

Trevor Mason Trevor Mason Phoenix, Arizona Details
Trevor Mason's RJL Wealth Management, LLC Experience January 2013 - 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

Scott Karl Scott Karl Las Vegas, Nevada Area Details
Scott Karl's RJL Wealth Management, LLC Experience September 2011 - September 2015
Job Partner, Platinum Wealth Partners
Industry Financial Services
Experience
RJL Wealth Management, LLC   September 2011 - September 2015
Spotlight Sports   October 2009 - September 2011
Major League Lessons   October 2008 - September 2011
Topline Capital, LLC   October 2007 - December 2008
Lehman Brothers  April 2006 - October 2007
EquiFirst  February 2005 - April 2006
Major League Baseball  April 1995 - July 2001

Skills
Asset Management, Trading, Business Development, Investments, Mortgage Lending, Due Diligence, Coaching, Risk Management, Portfolio Management, New Business Development, Negotiation, Asset Managment, Strategic Planning, Financial Analysis, Wealth Management, Loans

Education
University of Hawaii - Shidler College of Business   1989 — 1992
Accounting

Janean Stripe Janean Stripe Greater San Diego Area Details
Janean Stripe's RJL Wealth Management, LLC Experience June 2010 - Present
Job CERTIFIED FINANCIAL PLANNER(TM) Professional, Wealth Manager at RJL Wealth Management LLC
Industry Investment Management
Experience
RJL Wealth Management LLC  June 2010 - Present
Lucia Securities, LLC   September 2011 - Present
Raymond J Lucia Companies, Inc.   January 1993 - June 2010
CalFed Bank  January 1989 - March 1992
Escondido Savings/Carver Savings   September 1985 - January 1989

Skills
Investments, Portfolio Management, Wealth Management, Asset Managment, Public Speaking, Mutual Funds, Financial Modeling, Asset Allocation, Strategic Financial..., Investment Advisory, Equities, Financial Analysis, Series 7, Alternative Investments, Investment Strategies, Asset Management, Financial Planning, Retirement Planning, Uniform Combined State..., Wealth

Education
University of San Diego   1983 — 1986
MBA, Finance and marketing

Chapman University   1974 — 1978
BA, Economics and Business Administration

Shannon Hernandez Shannon Hernandez San Diego, California Details
Shannon Hernandez's RJL Wealth Management, LLC Experience January 2012 - February 2012
Job Application Consultant at Tridea Partners
Industry Financial Services
Experience
Tridea Partners  June 2014 - Present
EquityKey  October 2013 - June 2014
Centara Capital  October 2012 - June 2014
Goodsell & Company   April 2012 - October 2012
RJL Wealth Management, LLC   January 2012 - February 2012
RJL Wealth Management, LLC   February 2007 - December 2011
Raymond J. Lucia Companies, Inc.   August 2006 - January 2007
University of San Diego  September 2005 - July 2006
Henry Avocado Corporation   May 2005 - August 2005

Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Salesforce.com, Peachtree, Redtail.com

Education
University of San Diego   2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General

UCSD   2008 — 2010
Human Resources Certificate, Human Resources

Study Abroad: ITESO University