First Citizens Bank Wealth Associates in San Diego, CA

Brett Lindeman
Wealth Consultant
Mobile Phone(619) 851-2404
3580 Carmel Mountain Rd.
Ste 160
San Diego CA 92130
Areas Served
San Diego County
Focus Areas
Estate Planning
Asset Allocation
Investment Planning
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
Mario Woizeschke
Wealth Consultant
Mobile Phone(858) 349-8319
3580 Carmel Mountain Rd.
Ste 160
San Diego CA 92130
Areas Served
San Diego County
Focus Areas
Estate Planning
Investment Planning
Business Succession Planning
Charitable Gifting
Tax 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
Nidaa Kalasho
Private Banker
Mobile Phone(858) 789-2581
3580 Carmel Mountain Rd.
Ste 160
San Diego CA 92130
Areas Served
San Diego County
Focus Areas
Personal Banking Solutions
Customized Lending
Cash Flow Planning
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