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Distance Only Costa Mesa, CA
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Luke Cattau (CRD# 4519085) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Costa Mesa, CA and has over 21 years of experience in the finance industry.
Katy Chai (CRD# 6958492) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Costa Mesa, CA and has over 5 years of experience in the finance industry.
Steven Check (CRD# 1549561) is an Investment Advisor Representative working at Check Capital Management Inc. in Costa Mesa, CA and has over 36 years of experience in the finance industry.
Han Chen (CRD# 3111399) is an Investment Advisor Representative working at Principal Securities, Inc. in Costa Mesa, CA and has over 25 years of experience in the finance industry.
Ryan Chester (CRD# 5219905) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Costa Mesa, CA and has over 17 years of experience in the finance industry.
George Cleary (CRD# 5161837) is an Investment Advisor Representative working at Edelman Financial Engines in Costa Mesa, CA and has over 17 years of experience in the finance industry.
Ryan Collette (CRD# 6048928) is an Investment Advisor Representative working at Rwa Wealth Partners in Costa Mesa, CA and has over 11 years of experience in the finance industry.
Matthew Crandall (CRD# 5240943) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Costa Mesa, CA and has over 17 years of experience in the finance industry.
James Curtis (CRD# 5557007) is an Investment Advisor Representative working at James Curtis Financial And Insurance Services in Costa Mesa, CA and has over 15 years of experience in the finance industry. James Curtis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael Darany (CRD# 1137035) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Costa Mesa, CA and has over 40 years of experience in the finance industry. Michael Darany has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.