COMPLIMENTARY CLASSIFIED ADVERTISING
(available for FPA members only)

Please send the text of your classified ad via e-mail, or attach as a word document, to info@fpasandiego.org

Questions? Call (619) 504-0142.

JOB OPPORTUNITIES

• 08-13-2010
  Retirement Solutions, Incorporated - Wealth Advisor     Carlsbad, CA .
  
  Click here for a PDF with more details.
  
  Click here for the job description.
  
  
  
• 08-13-2010
  Harrison de Charon, LLC - Experienced CFP®     San Diego.
  

  Click here for a PDF with more details.
  

• 06-29-2010
  California Bank Trust - Wealth Manager    San Diego.
  

  Click here for a PDF with more details.
  

• 06-25-2010
  Hokanson Associates - Paraplanner    Sorrento Valley/San Diego.
  

  Click here for a PDF with more details.
  

• 05-26-2010
  Financial Planner    Sorrento Valley/San Diego.
  

  Click here for a PDF with more details.
  

• 05-17-2010
  Superior Planning - CFP Planning Officer (Non-Sales).
  

  Click here for a PDF with more details.
  

• 03-15-2010
  Wheeler Frost Associates - Client Relationship Administrator.
  

  Click here for a PDF with more details.
  

• 01-20-2010
  Pure Financial Advisors, Inc. - Salaried Financial Planners.

  Click here for a PDF with more details.
  

• 01-20-2010
  Financial Designs, Ltd. - Experienced Planner.

  Click here for a PDF with more details.
  

• 09-28-2009
  Retirement & Tax Solutions - Assistant to Financial Planner - Part Time.

  Click here for a PDF with more details
  

SEEKING INTERNSHIPS

• The Financial Planning Association of San Diego is teaming up with the San Diego State University financial planning department in creating a paid internship program that matches student’s career goals to targeted FPA member companies!  Click Here For Details.” 

RESUMES: SERVICES AVAILABLE

• Sheree Chen
  Click here for a PDF with more details
  
  
• Ocean John Ho
  Click here for a PDF with more details
  
  
• Pamela Kirk
  Click here for a PDF with more details
  
  
• Diana L. McCauley
  Click here for a PDF with more details
  
  
• Shawn Tydlaska
  Click here for a PDF with more details
  
  

FINANCIAL PLANNING PRACTICE

• 12-10-2009
  Practice Opportunity

  San Diego resort area:  near-retirement CPA/CFP/RIA seeking energetic CPA/RIA for buy-in or merger, with succession as goal.  Practice is limited to taxes, investment management and financial planning – no accounting except for tax compliance.  Annual billings exceed $900k. 
  
  Contact Charles Hayes at chayes@hayescpa.com

OFFICE SPACE AVAILABLE

• San Diego, Golden Triangle - Sub-Lease Executive Office
  Sub-lease 160ft. beautiful executive office, large window. $590. Share space with CFP, Financial Advisors and Estate Planning Atty. Conference Room, Kitchenette, Receptionist available if needed. Great Location, Free Parking, New Carpet, Paint. .
  Call Ian Kutner, CFP®, (858) 455-5068
  
  
• Encinitas Area. Share office space with CFP.
  (2) Executive Suites for lease. Square Footage 12' x 14' approximately 168 square feet. Furnished. Conference Room available. Cable/Phone ready. Plenty of room for cubicle's if more space required.
  P.O.C. Jon Bettis 760-635-9287
  
  
• San Diego, Sorrento Valley - Executive Office
  (fully furnished @ $900 per month)
  Great central location in San Diego County, private parking, access to common areas.
  Call Ken Corlett, CFP®, (858) 452-6455
  

EDUCATION PROGRAMS

• San Diego State University (SDSU) - Financial Planning Educational Programs.
  Click here for a PDF with more details