

Financial Advisor
Ryan Umbenhaur
CEPA®, AAMS®
8140 La Mesa Blvd, La Mesa, CA 91942opens in a new windowServing clients with $250,000
Focus Areas
- Estate & Legacy Strategies
- Wealth Strategies
- Portfolio Reviews
- Divorce Finances
- Entrepreneurs & Business Owners
- Military Professionals & Veterans
Focus Areas
- Estate & Legacy Strategies
- Wealth Strategies
- Portfolio Reviews
- Divorce Finances
- Entrepreneurs & Business Owners
- Military Professionals & Veterans
Financial Advisor Certifications
CEPA®
Certified Exit Planning Advisor®AAMS®
Accredited Asset Management Specialist™
Personal Interests
- Spending Time with Family
- Culinary Arts
- Traveling
- Motorcycles
- Community Outreach
Team Members
Chanelle DahlinSr. Branch Office Administrator
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 12:00PM |
| Sat | By Appointment Only |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Phone
(619) 461-0100Fax
(877) 367-8002Office Address
8140 La Mesa BlvdLa Mesa, CA 91942opens in a new window
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