First Citizens Bank

3 Wealth Associates in San Diego

Nidaa Kalasho Locations

  • Nidaa Kalasho
    Private Banker
    Mobile Phone
    phone
    (858) 789-2581
    (858) 789-2581
    3580 Carmel Mountain Rd.
    Ste 160
    San Diego, CA 92130
    US
    Areas Served
    San Diego County
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam FINRA Series 63 - Uniform Securities Agent State Law Exam FINRA Series 65 - Uniform Investment Adviser Law Exam FINRA Series 6 – Investment Company and Variable Contracts Products Representative Exam
  • Mario Woizeschke
    Wealth Consultant
    Mobile Phone
    phone
    (858) 349-8319
    (858) 349-8319
    3580 Carmel Mountain Rd.
    Ste 160
    San Diego, CA 92130
    US
    Areas Served
    San Diego County
    Focus Areas
    Business Succession Planning
    Charitable Gifting
    Estate Planning
    Education & Certifications
    Point Loma Nazarene University, BA Business Administration
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam FINRA Series 66 - Uniform Combined State Law Exam
  • Brett Lindeman
    Wealth Consultant
    Mobile Phone
    phone
    (619) 851-2404
    (619) 851-2404
    3580 Carmel Mountain Rd.
    Ste 160
    San Diego, CA 92130
    US
    Areas Served
    San Diego County
    Focus Areas
    Asset Allocation
    Business Succession Planning
    Charitable Gifting
    Education & Certifications
    University of San Diego, Master of Business Administration, University of Louisville, Bachelor of Science in Business Administration
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam, FINRA Series 66 - Uniform Combined State Law Exam
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