SCHOETTLE FINANCIAL - Key Persons
Nick serves as an associate at Schoettle Financial. He earned a degree in Economics from The University of California, Berkeley. Prior to joining Schoettle Financial, he worked as an Investment Associate at Mosaic LLC for two years. He also worked with Payden & Rygel and Parkside Advisors while pursuing his degree. Nick holds his Series 7 registration and Series 66 registrations.
He is a registered representative with Cetera Advisor Networks.
Job Titles:
- Associate
- Certified Financial Planner
Tom is a Certified Financial Planner (CFP), a Chartered Financial Analyst (CFA), and an attorney. He graduated from the University of Virginia School of Law, which is ranked among the nation's top ten law schools and has educated many of the country's finest legal minds. He practiced corporate and bankruptcy law with Luce, Forward, Hamilton & Scripps and Baker & McKenzie.
Tom graduated with distinction from Indiana University with a B.S. degree in Accounting. He holds the Financial Industry Regulatory Authority Series 7 registration and Series 63 registration. Tom has used his unique experience to develop a practice specializing in estate and retirement planning that helps minimize the impact of taxes.
Tom has been a featured speaker and instructor on numerous financial planning and investment topics throughout Southern California, including teaching courses for Mesa College, Palomar College and the Catholic Diocese of San Diego. He is a published author and is an active member of the California Bar Association.
Tom is the past president of the San Diego Financial Lawyers Group. He is an active member of his church and has given to his community as an instructor of successful money management courses, as a member of the UCSD Planned Giving Executives Committee, and as a mediator for the San Diego Community Mediation Program. He served as the Treasurer and as a member of the Board of Directors of the San Diego Interfaith Housing Foundation, an affordable housing foundation. Tom served as the Vice President of the Pacific Youth Soccer League (2004-2015) and President (2018-2020) while also managing field use and referees for the league.
Legal services offered through Law Office of Thomas J. Schoettle, Jr.. Legal services offered separately from Cetera Advisor Networks LLC which does not provide legal or tax advice.
Thomas serves as an associate at Schoettle Financial. He graduated from the University of Southern California, with a degree in Business Administration. Prior to joining Schoettle Financial, he worked as a buyer at General Atomics in San Diego for four years. He currently holds Series 7 and Series 66 registrations.
Thomas is a registered representative with Cetera Advisor Networks.