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Distance Only Rancho Santa Margarita, 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
Patrick Dailey (CRD# 2475693) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Rancho Santa Margarita, CA and has over 29 years of experience in the finance industry.
Gavin Gruenberg (CRD# 3154043) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Rancho Santa Margarita, CA and has over 25 years of experience in the finance industry. Gavin Gruenberg 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 Kleczek (CRD# 2424576) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Rancho Santa Margarita, CA and has over 29 years of experience in the finance industry.
Michael McLean (CRD# 5968413) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Rancho Santa Margarita, CA and has over 12 years of experience in the finance industry.
Garth Wallace (CRD# 5640019) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Rancho Santa Margarita, CA and has over 15 years of experience in the finance industry. Garth Wallace 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.
Paul Walters (CRD# 2387930) is an Investment Advisor Representative working at Lpl Financial LLC in Rancho Santa Margarita, CA and has over 30 years of experience in the finance industry. Paul Walters 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.
Derwyn Anda (CRD# 5665890) is an Investment Advisor Representative working at Lpl Financial LLC in Rancho Santa Margarita, CA and has over 14 years of experience in the finance industry.
Demell Jenkins (CRD# 3143718) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Rancho Santa Margarita, CA and has over 8 years of experience in the finance industry.
Michael Templeman (CRD# 7346254) is an Investment Advisor Representative working at Templeman Wealth Management Inc. in Rancho Santa Margarita, CA and has 1 year of experience in the finance industry. Michael Templeman 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.