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Distance Only San Rafael, 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
Mary Bernini (CRD# 2384221) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 30 years of experience in the finance industry.
Claude Bishop (CRD# 4399101) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in San Rafael, CA and has over 22 years of experience in the finance industry.
William Bockwoldt (CRD# 6246601) is an Investment Advisor Representative working at Wealthspire Advisors in San Rafael, CA and has over 10 years of experience in the finance industry.
Wayne Boenig (CRD# 2717523) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 3 years of experience in the finance industry. Wayne Boenig 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.
Mitchell Bortolotto (CRD# 6208516) is an Investment Advisor Representative working at Equitable Advisors, LLC in San Rafael, CA and has over 9 years of experience in the finance industry.
Glenn Bossow (CRD# 717339) is an Investment Advisor Representative working at Trutta Capital, Inc. in San Rafael, CA and has over 43 years of experience in the finance industry.
David Bradshaw (CRD# 6100447) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 11 years of experience in the finance industry.
T. Branton (CRD# 5537359) is an Investment Advisor Representative working at Wealthspire Advisors in San Rafael, CA and has over 15 years of experience in the finance industry. T. Branton 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.
Nicholas Briggs (CRD# 6059289) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 8 years of experience in the finance industry.
Joseph Brummel (CRD# 2767675) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 27 years of experience in the finance industry.