Financial Advisors are registered through LPL Financial and can help you define what it is you want your money to do for you--they know the right questions to ask, and can provide meaningful answers. Contact a Financial Advisor in your area for a no-obligation financial consultation.
Find a Financial Advisor in your area...
 El Cajon La Mesa Chula Vista | South Bay Imperial Beach North Island | Centre City Kearny Mesa Clairemont Square | Mira Mesa Scripps-Poway Vista |
LPL Financial Advisor
619/656-4039
gbond@myisland.com
Chula Vista Branch
864 Amena Court, Chula Vista
(East "H" St. at Tierra del Rey)
Greg began his professional career in the financial services industry in 1984 and has been associated with North Island since 1993 and is currently a Financial Advisor with LPL. Greg, a Certified Fund Specialist, concentrates on long-term investment planning and tax-advantaged investing. He has been a Putnam Investments Golden Scale Council member since 1995 and holds a Bachelor's degree in business and a Master's degree in finance.
LPL Financial Advisor
619/656-4027
cfederici@myisland.com
El Cajon Branch
301 N. Magnolia, Ste. 102
La Mesa Branch
7968 El Cajon Blvd.
Carl began his professional career in the financial services industry in 1984 and has been associated with North Island since 1999 and is currently a Financial Advisor with LPL. Carl, who is a CERTIFIED FINANCIAL PLANNER ®, believes strongly about the role of taxes in financial planning. He has an "Enrollment to Practice before the Internal Revenue Service" designation, and earned an undergraduate degree from Notre Dame and a Master's degree, with honors, at the College for Financial Planning. Carl also served in the Navy for eight years as a Naval Aviator and has taught at the College for Financial Planning and at Rollins College.
LPL Financial Advisor
619/656-4038
klittleton@myisland.com
Imperial Beach Branch
1101 Palm Avenue
South Bay Branch
45 N. Broadway, Chula Vista
(South Bay Marketplace)
Kron began his professional career in the financial services industry in 1995 and has been associated with North Island since 1999 and is currently a Financial Advisor with LPL. Kron, a graduate of the Morgan Stanley Dean Witter Securities Training Program, uses his securities and investments experience to help members reach their goals. Prior to his financial services career, Kron had a distinguished Navy career as the Commanding Officer of a Helicopter Combat Squadron. In addition, he also served in desert storm and was a lecturer at the Naval Postgraduate School.
LPL Financial Advisor
619/656-4037
ttjong-link@myisland.com
Kearny Mesa
9119 Clairemont Mesa Blvd., San Diego
Clairemont Square
3950 Clairemont Mesa Blvd., San Diego
Tina began her professional career in the financial services industry in 1994 and has been associated with North Island since 1999. Tina is a Chartered Retirement Plans Specialist as well as an LPL Financial Advisor. She uses her experience to help people with retirement strategies, drawing from a mix of stocks, mutual funds, variable- and fixed-rate annuities, and life and health insurance products. Tina is a graduate of U.C. Davis and was in the U.S. Naval Reserve.
LPL Financial Advisor
619/656-4033
tmarkson@myisland.com
Mira Mesa
8198 Mira Mesa Blvd., San Diego
Scripps-Poway
10549 Scripps-Poway Parkway, San Diego
Vista
1960 University Dr., Vista
Tracie began her professional career in the financial services industry in 1987 and has been associated with North Island since 1999 and is currently an LPL Financial Advisor. Tracie has a background in securities, variable annuities, and life and disability, which make her well prepared to help her clients plan their financial future. Tracie, a graduate of San Diego State University, has a B.S. in Business Administration, with an Emphasis in Finance.