San Diego, CA High Bluff Drive Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

4

Of 10,209 advisors across 5,116 offices

Location

12555 High Bluff Drive, Suite 305

San Diego CA 92130

Advisors at this office

4

Advisors at this office

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Michael L

Series 63, Series 66

San Diego, CA

Cetera

Michael Lincoln is a financial advisor with Cetera, holding the Series 63 and Series 66 designations and bringing 37 years of industry experience. He has held roles at Cetera Wealth Services, Independent Financial Group, and has been president of Lincoln Capital, Inc. since 2010. Outside of financial services, he owns a BBQ brand specializing in apparel. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Dominic M

Series 63, Series 65

San Diego, CA

Cetera

Dominic Myers is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Lincoln Capital Inc and Independent Financial Group. Myers is also an educational speaker for the Foundation for Personal Financial Education, providing financial education to the general public. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Dushyanth R

Series 66

San Diego, CA

Cetera

Dushyanth Reddy is a financial advisor at Cetera with 16 years of industry experience and holds a Series 66 designation. He has worked at Lincoln Capital, Inc. since 2007 and was previously with Independent Financial Group before joining Cetera. He volunteers with the Foundation for Personal Financial Education, providing one-on-one financial counseling. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with discretionary and non-discretionary program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Robin B

Series 63, Series 66

San Diego, CA

Cetera

Robin Bechtel is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 26 years of industry experience. Prior to joining Cetera, Bechtel worked at Independent Financial Group and also has experience with Pampered Chef. Outside of advising, Bechtel volunteers with the Foundation for Personal Financial Education, providing financial counseling and education on a pro bono basis. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options, financial planning services, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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