San Diego Financial Literacy Center

Volunteers



Laurie Itkin
CDFA, Author
The Options Lady

Monica Bellner
CPS, CFP, ChFC
Spectrum Financial Planning

Dan Foster
Financial Consultant
Aim Financial Consulting Group

Paul Hynes
President, CEO, Founder
HearthStone Private Wealth Management

Irvin Spencer
Financial Representative
Northwestern Mutual

Paul Lim
CFP
LPL Financial

Catherine Magaña
Managing Partner
WWM Financial

William O’Connell
Personal CFO
The Wealth Consulting Group

Matt Poole
Managing Partner
Presidio Capital Management

Rae Russell
CEO/Founder
Financial Coach 4 U

Taylor Schulte
Founder & CEO
Define Financial

Quynh Dao
Financial Planner, IAR
MassMutual Financial Group

Scott Tucker
Owner
Be Financially Fit

Cliff Wiese
Chartered Retirement Planning Counselor
WWM Financial

John Rossitto
CFP, ChFC, CCPS, CLU, CDFA
Life Prep Coach

Mark Siem
Financial Coach
Open Door Solutions

Maria Keith
Financial Advisor, MBA
Westpac Wealth Partners

John Ramirez
CEO, MBA
Eco Benefits Planning Corp.