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Financial Services Clients

Gerard Klingman
Gerard Klingman
CFP, CLU, ChFC, CFS
President

Klingman and Associates, LLC
1133 Avenue of the Americas
Suite 2725
New York City, NY 10036
tel: 212-867-7647
www.klingmanandassociates.com

Raymond James

"Ranked #6 in the Top 100 Independent Investment Advisors in America for 2007
by Registered Rep. magazine!"

 


Robert John Cenko
CLU
Branch Manager

Western Wealth Management
610 West Ash Street
Suite 1505
San Diego, CA 92101
tel: 619-236-8015
www.ww-m.com

LPL Financial

LPL is largest independent broker/dealer
 with more than 11,000 financial advisors nationwide

 


Kim P. Fichera
CPA

Fichera & Company
Certified Public Accountants
5927 Balfour Court
Suite 210
Carlsbad, CA 92008
tel: (760) 431-1220
www.fichera-cpa.com
 

Kevin R. Kent
Kevin R. Kent
Wealth Management Advisor

Northwestern Mutual Financial Network
720 Olive Way
Suite 1900
Seattle, WA 98101
http://www.nmfn.com/kevinkent
 


Rohn S. Trieglaff
CLU, AIF

Rohn S. Trieglaff, CLU, AIF
16496 Bernardo Center Drive
Suite 201
San Diego, CA 92128-2519
Tel: (858) 485-0709
Financial Telesis   


Robert Borek Jr.
CFP
Financial Consultant

Pacific Wealth Management, LLC
222 So. Vineyard Street, #703
Honolulu, HI 96813
tel: 800-235-3221
www.lpl.com/robert.borek
LPL Financial  
       
 
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