FINANCIAL LIFE PLANNING TEAM

Cory T. Schmelzer

Founder and Financial Life Planner

Cory is a Certified Financial Planner (CFP®), and Chartered Life Underwriter (CLU) and is the founder of San Diego Wealth Management. Since 1996, Cory has been providing wealth management services to individuals and businesses throughout Southern California. Cory graduated from the University of San Diego and completed his master's degree at San Diego State University in Business Administration with a specialty in Financial & Tax Planning.

Cory moved from Virginia to California in 1992. He enjoys mountain bike riding and running. Cory has a beautiful son named Cole, and as a family, they enjoy all the fun and excitement that comes with travel near and far. 

 

Richard P. Reynolds

Wealth Manager

Rick is a Certified Financial Planner (CFP®) that in August 2012 will mark his 33rd year in the financial services industry in San Diego. Rick has had his own company, American Asset Management in Mission Valley, but recently joined San Diego Wealth Management. He has extensive experience in investment management, real estate, financial planning, tax preparation, insurance planning and more.

Originally from Michigan, Rick graduated from Western Michigan University and moved to San Diego in 1972 to make professional golf his career. After a few years at golf, a change was made and financial services became his passion. Rick remains active in golf, table tennis, water activities, travel and a number of other fun areas of life.

Rick looks forward to assisting clients to achieve their financial goals. In times such as these, it is very important to use prudent solutions to arrive at future success. 

 

Aries A. Jimenez

Financial Life Planner

Aries joined San Diego Wealth Management in 2009. He received his bachelor's degree from University of California, San Diego and recently completed the Executive Financial Planning Program at San Diego State University. He is passionate about helping others achieve financial success and has spent his entire career in the financial services industry. He has experience in Real Estate, Retail Banking, Tax Preparation, and Financial Planning.

Born and raised in San Diego, Aries enjoys traveling, fishing, and watching San Diego Chargers football. He is an active member at Eastlake Community Church and is involved in their financial ministry called the “Money Study”. During his free time, he and his wife enjoy spending quality time with their son and hanging out with family and friends.

 

Kathleen L. Lindquist

Financial Life Planner

Kathleen is a Certified Financial Planner (CFP®) professional and has been working in wealth management and investments for over 10 years.  She enjoys helping people use planning and investments to work towards their goals in life. 

Kathleen was born and raised in San Diego and graduated from Santa Clara University with a B.S. in Economics. Today, she resides in Escondido with her husband and two sons.  Together, they enjoy camping at the beaches of San Diego, traveling abroad, and cooking.

 

Mark Dale Mazur*

Financial Life Planner

Mark brings nearly 30 years of business and financial services industry experience to the San Diego Wealth Management team. His primary focus is overseeing operations and the firm's marketing and branding initiatives. In addition, as a Registered Life Planner, Mark is co-leading the firm's Life Planning.

Born and raised in Chicago, Mark and his wife Catherine have lived in Carlsbad for the past 9 years, enjoying a close and fulfilling relationship with their two children and four grandchildren. They have a passion for family, travel, yoga, good health and lifetime growth.

*Mark D. Mazur is not affiliated with SagePoint Financial, Inc.

 

Jim Riley*

Client Support Specialist

Prior to joining San Diego Wealth Management in 2013, Jim spent 13 years with Roxbury Capital Management, most recently as a portfolio administrator. He excels at developing strong relationships and specializes in providing exceptional customer service. He serves as the initial point of contact and is ready to assist and serve our clients. Jim graduated from Cal Poly Pomona with a B.S. in Communication.

Jim was born in Florida but grew up in the Los Angeles area. He joined the Marine Corps as an intelligence specialist immediately after graduating high school and was lucky enough to be stationed in southern Spain for the majority of his enlistment.  He enjoys travelling, listening to music, outdoor activities, and playing games with his family.

*Jim Riley is not affiliated with SagePoint Financial Inc.

 

Mariana Lopez*

Non-Registered Assistant

Mariana is the newest member of the San Diego Wealth Management team. She has worked in the customer service industry for over 10 years. Mariana enjoys data analysis, and working with clients to provide exceptional service. Mariana graduated from Cal State Fullerton with a B.A. in Economics with a specialization in Quantitative Analysis.

 

*Mariana Lopez is not affiliated with SagePoint Financial Inc.