San Diego, CA 12671 High Bluff Dr Office

Bruce Levitus is a financial advisor with Independent Financial Group, LLC in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at OSAIC for 21 years and spent time at DJK Consulting before joining his current firm. Outside of his advisory role, he volunteers for the Alzheimer's Foundation of America, organizing fundraising activities linked to his hobbies of paddling and skiing. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm utilizes a combination of firm and third-party models to develop tailored investment strategies, offering both discretionary and non-discretionary portfolio management across multiple platforms.

Richard Mireles is a financial advisor with Independent Financial Group, LLC, holding a Series 66 credential and with 19 years of industry experience. He has worked at Independent Financial Group since 2010 and has additional experience providing seasonal tax preparation services for H&R Block since 2009 and operating Mireles Tax Services since 2008. Mireles is also licensed as a life and health insurance agent and has worked as a real estate agent since 1996. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth clients, trusts, and corporate and pension/profit-sharing plans. The firm offers financial planning, portfolio management, and retirement plan services using both firm-developed and third-party models across various risk profiles.

Nathan Moore is a CFA® credentialed advisor with Independent Financial Group, LLC in San Diego, CA. He has one year of industry experience and previously worked at EbitDATA CRE and The Niki Group. Independent Financial Group, LLC offers investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm uses firm- and third-party models to develop client strategies, combining strategic asset allocation with multi-manager portfolios that include both passive and active investments.

Cristina Michel is a financial advisor at Independent Financial Group, LLC with five years of industry experience. She holds the Series 66 designation and previously worked at LPL Financial, LLC and Independent Capital Management (Sage Point Financial). Outside of finance, she has been involved with Gelato Paradiso and the Sherman Heights Community Center. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs a combination of firm- and third-party models to develop client strategies and offers a range of portfolio management services across various risk profiles.

Abbey Eastham is a financial advisor at Independent Financial Group, LLC with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Cetera and Realta Equities. Eastham is also associated with Realta Investment Advisors, Inc. as an Investment Advisor Representative. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and programs, employing both active and passive strategies tailored to client risk profiles.

Christina Woodford is a financial advisor at Independent Financial Group, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Crown Capital Securities, LP for 24 years. She is also employed by Timothy Hayes Financial & Insurance Services, where she manages administrative duties and serves as a fixed annuity sales agent. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm uses a combination of firm- and third-party investment models and offers discretionary and non-discretionary portfolio management across various platforms.

James Yee is a financial advisor with Independent Financial Group, LLC in San Diego, CA. He holds a Series 66 designation and has three years of industry experience. Prior to joining Independent Financial Group, he worked at Green Retirement and also operated a knife sharpening business. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, using both firm- and third-party models to tailor strategies according to client risk profiles.

Richard Soennichsen is a CFP® with 41 years of industry experience, currently serving at Independent Financial Group, LLC since 2024. His prior roles include tenures at Grove Point Advisors, LLC, Grove Point Investments, LLC, H. Beck, Inc., and AFA Advisor Services LLC. He is also a licensed California insurance agent with experience dating back to 1985. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and both passive and active exposures to develop client strategies through discretionary and non-discretionary management platforms.

Troy Pearson is a financial advisor at Independent Financial Group, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Independent Financial Group since 2004. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers a range of financial planning and portfolio management solutions, utilizing both firm- and third-party models to tailor investment strategies based on client risk tolerances.

Brett Little is a financial advisor at Independent Financial Group, LLC with 21 years of industry experience. He has been with Independent Financial Group since 2008 and worked previously at EPlanning Advisors Inc. from 2006 to 2008. Outside of his advisory role, he owns and operates Little Business Wealth Advisors, a California corporation offering life, health, long-term care, and disability insurance. Independent Financial Group provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence, offering both discretionary and non-discretionary management through various platforms and third-party programs.

Sandra Pappalardo is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 designations and 39 years of industry experience. Her prior roles include positions at LPL Financial, Financial Sense Securities, Inc., and Cuso Financial Services, LP. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm offers financial planning, portfolio management through various platforms, and employs a combination of strategic asset allocation and multi-manager portfolios using both passive and active investment exposures.

Erick Montiel is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC for nine years before joining his current firm in 2022. Outside of his advisory role, he is involved consultatively in a family business and shares responsibilities related to a commercial property investment. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse clientele, including individuals, high-net-worth clients, trusts, and corporate and retirement plans. The firm uses a combination of firm- and third-party investment models, strategic asset allocation, and both active and passive portfolio management to develop tailored client strategies.

John Foster is a CFP® with 34 years of industry experience, currently affiliated with Independent Financial Group, LLC since 2026. His prior experience includes roles at Park Avenue Securities and Guardian Life, where he worked for 20 years. Outside of advisory services, he teaches financial professionals at Guardian on the Living Balance Sheet software and is also engaged in authoring books. Independent Financial Group, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and pension plans, offering financial planning and portfolio management through multiple platforms and third-party managers. The firm combines strategic asset allocation with active and passive investment approaches, providing tailored client strategies developed by its Investment Adviser Representatives.

Dena Schwartz is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 designations and 29 years of industry experience. Her prior firms include LPL Financial, Wells Fargo Investments, and Mutual Service Corporation. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers financial planning, portfolio management across multiple platforms, and utilizes a combination of passive and active investment strategies tailored to client risk profiles.

Jerald Van Houten is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior affiliations include Cetera Wealth Services, Cetera Advisor Networks, and Cetera. Outside of advisory work, he is involved in teaching and coaching through organizations such as Kingdom Advisors and the John Maxwell Group, and he serves as Central Valley Chapter President for the Main Street Chamber. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and institutions. The firm provides financial planning and portfolio management using both firm and third-party models, combining strategic asset allocation with ongoing manager due diligence.