La Jolla, CA Office

Daniel Rice is a CFP® with 26 years of industry experience, currently affiliated with LPL Enterprise. His prior roles include positions at California Health Benefit Exchange and Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individual investors, employer-sponsored retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, offering services such as financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Steven Skolnick is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America since 1996. His prior roles include positions at CA Health Exchange and Pruco Securities, LLC. Skolnick also services non-variable insurance commission trails related to legacy health insurance contracts. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party managers, and insurance product facilitation through affiliated entities.

Jordan Skolnick is a financial advisor with LPL Enterprise in La Jolla, CA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He is also a business owner and partner at La Jolla Integrated Financial Solutions & Insurance Services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through its affiliated entities.

Kathryn Sanchez is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. She is also a partner in La Jolla Integrated Financial Solutions & Insurance Services, a DBA offering life insurance and investment solutions. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.