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Financial Services

Josef Zoldan


Josef Zoldan

Private Banking


 Phone Number: 619-994-2103



 I been creating banking and lending relationships for the past 12 years. Taking care of one client at a time.


Steven Prescott, CFP® MBA

Financial Advisor 


11682 El Camino Real, Suite 110 

San Diego, CA 92130 



fax: 858-523-7997 


Wells Fargo Advisors, LLC, Member SIPC



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Danny Recht DMR

Danny Recht

 DMR Financial Partners



701 B Street #1500

San Diego, CA 92101

Brian Kurlan CPA

is a Financial Advisor with Wedbush Securites.  Stocks, Bonds, Mutual funds, etf's, life insurance, etc.


1200 Prospect St , Ste 350 
La Jolla CA 92037 

Phone:(858) 454-3575

Fax:(858) 454-9791

Cell:(619) 602-8885


Joe Erle

Independent agent

5th Avenue Insurance Services


3945 Camino Del Rio S, San Diego, California 92108


Office: 619-640-3130 x202

Cell: 619-500-1948

originally from Sacramento and have been in the insurance business for 6 years down here in San Diego.


Services we offer:

Access to numerous top-tier insurance companies - Business asset protection against unforeseen accidents - Lease review for compliance and to ensure proper coverage Business Insurance for companies from one to 75 employees - Workers Compensation - General Liability - Professional Liability - Errors & Omissions - Products Liability - Property - Business Auto - Employee Practices Liabilit





Benjamin A. Nussbaum


Benjamin A. Nussbaum

Financial Advisor


UBS Financial Services, Inc.

12220 El Camino Real, Suite 400

San Diego, CA 92130

Tel. 858-947-7992


Oksana Babaev

Industry Finace and Information Systems


Phone Number 718-674-6877



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