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Distance Only Vista, 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
John Aguilera (CRD# 2066720) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Vista, CA and has over 33 years of experience in the finance industry. John Aguilera 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.
Andrea Ashbacher (CRD# 2743839) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Vista, CA and has over 28 years of experience in the finance industry.
David Baldwin (CRD# 5066926) is an Investment Advisor Representative working at Commonwealth Financial Network in Vista, CA and has over 14 years of experience in the finance industry. David Baldwin 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.
Robert Briones (CRD# 5846124) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Vista, CA and has over 12 years of experience in the finance industry.
Ryan Coleman (CRD# 6115664) is an Investment Advisor Representative working at Edward Jones in Vista, CA and has over 11 years of experience in the finance industry.
Kent Colwell (CRD# 1319397) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Vista, CA and has over 25 years of experience in the finance industry.
Mona Corbett (CRD# 3192954) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Vista, CA and has over 25 years of experience in the finance industry.
Robert "Jeff"Crane (CRD# 2287073) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Oceanside, CA and has over 23 years of experience in the finance industry.
Henry Dematteis (CRD# 5029605) is an Investment Advisor Representative working at Edward Jones in Vista, CA and has over 5 years of experience in the finance industry.
Bryan Diaz (CRD# 4798666) is an Investment Advisor Representative working at Lpl Financial LLC in Vista, CA and has over 19 years of experience in the finance industry.