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Grant K

Series 7, Series 66

La Mesa, CA

OSAIC

Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.

General retirement planning Life insurance needs analysis College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Retired Self-Employed Approaching retirement Mid-Career Professionals
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Scott S

Series 63, Series 65

San Diego, CA

Conscious Investment Services, LLC

Options & derivatives strategies Active portfolio management Real estate investing Tax-loss harvesting
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Lee T

Series 65

San Diego, CA

HEDGEWISE

Active portfolio management Tax-loss harvesting Options & derivatives strategies
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Kyle T

ChFC®, Series 66

La Mesa, CA

Tweet Management Services, Inc.

General estate planning guidance Cash flow / budgeting
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Rajiv R

Series 63, Series 65

San Diego, CA

Colva Capital LLC

General estate planning guidance Tax strategies for small businesses Wealth management Founder/Business Owner
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Robert L

Series 63, Series 66

San Diego, CA

Torrey Wealth, LLC

General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) General tax planning Tax-loss harvesting
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Christopher R

CFP®, Series 65

San Diego, CA

Tempus Pecunia

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance
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Avelino C

Series 63, Series 65

La Jolla, CA

AC3 Capital

General tax planning Charitable giving & philanthropy College savings (529s, UTMA, etc.)
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Jay L

CFA®, Series 66

San Diego, CA

Mandala Wealth Management, LLC

Active portfolio management Options & derivatives strategies Private / alternative investments
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Barbara N

CFP®, Series 63, Series 65

San Diego, CA

Sage Path Solutions

General retirement planning Cash flow / budgeting General tax planning
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