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Distance Only Scotts Valley, 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
Sharon Bargetto (CRD# 2253141) is an Investment Advisor Representative working at Sage Financial Advisors Inc. in Scotts Valley, CA and has over 21 years of experience in the finance industry. Sharon Bargetto 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.
Rick Boynton (CRD# 2347252) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Scotts Valley, CA and has over 26 years of experience in the finance industry.
Zachary Brown (CRD# 4993462) is an Investment Advisor Representative working at Edward Jones in Scotts Valley, CA and has over 18 years of experience in the finance industry.
Christopher Byfield (CRD# 5656013) is an Investment Advisor Representative working at Diversified Financial in Scotts Valley, CA and has over 14 years of experience in the finance industry.
Daniel Cook (CRD# 1460432) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Scotts Valley, CA and has over 20 years of experience in the finance industry. Daniel Cook 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.
Laura Ferguson (CRD# 5336483) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Scotts Valley, CA and has over 16 years of experience in the finance industry.
Alan Gale (CRD# 6962554) is an Investment Advisor Representative working at Edward Jones in Scotts Valley, CA and has over 5 years of experience in the finance industry.
Cheryl Rebottaro (CRD# 4823974) is an Investment Advisor Representative working at Edward Jones in Scotts Valley, CA and has over 19 years of experience in the finance industry.
Paige Rexrode (CRD# 6390883) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Scotts Valley, CA and has over 8 years of experience in the finance industry.
Filiep Sackx (CRD# 2971428) is a Registered Investment Advisor and a Fiduciary with offices in San Jose and Scotts Valley. Filiep has over 20 years of experience in the financial industry.