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Distance Only Media, PA
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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
Richard Derafelo (CRD# 4553959) is an Investment Advisor Representative working at Ep Wealth Advisors in Media, PA and has over 21 years of experience in the finance industry. Richard Derafelo 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.
Michele Dillon (CRD# 2853217) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Media, PA and has over 27 years of experience in the finance industry.
Kevin Drobnes (CRD# 4255354) is an Investment Advisor Representative working at Esi Financial Advisors in Media, PA and has over 23 years of experience in the finance industry.
Alan Fishman (CRD# 2302681) is an Investment Advisor Representative working at Esi Financial Advisors in Media, PA and has over 31 years of experience in the finance industry. Alan Fishman 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.
Daniel Flamma (CRD# 4403992) is an Investment Advisor Representative working at Esi Financial Advisors in Media, PA and has over 21 years of experience in the finance industry.
Anthony Gambone (CRD# 6060574) is an Investment Advisor Representative working at Esi Financial Advisors in Media, PA and has over 12 years of experience in the finance industry.
Kelly Ann Gentles (CRD# 2464373) is an Investment Advisor Representative working at Captrust in Media, PA and has over 18 years of experience in the finance industry. Kelly Ann Gentles 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.
Stephen Gephart (CRD# 5715157) is an Investment Advisor Representative working at Esi Financial Advisors in Media, PA and has over 13 years of experience in the finance industry.
Michael Glackin (CRD# 2341347) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Media, PA and has over 30 years of experience in the finance industry. Michael Glackin 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.
Thomas Goldsmith (CRD# 733865) is an Investment Advisor Representative working at Flagship Capital Management Inc. in Media, PA and has 1 year of experience in the finance industry.