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Distance Metro area (25 miles)
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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
Christopher Baum (CRD# 6146336) is an Investment Advisor Representative working at Coastal Capital Advisors in Irvine, CA and has over 9 years of experience in the finance industry.
Michael Dekovner (CRD# 2134948) is an Investment Advisor Representative working at Mrd, Inc. in Irvine, CA and has over 22 years of experience in the finance industry. Michael Dekovner 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.
Aalok Devkota (CRD# 6723711) is an Investment Advisor Representative working at Devkota Capital Advisors in Irvine, CA and has over 6 years of experience in the finance industry.
Jeffrey Edwards (CRD# 4266543) is an Investment Advisor Representative working at Atlas Financial Planning, LLC in Irvine, CA and has over 21 years of experience in the finance industry. Jeffrey Edwards 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 Eisenberg (CRD# 4942552) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Irvine, CA and has 1 year of experience in the finance industry.
Antony Garcia (CRD# 6504791) is an Investment Advisor Representative working at Lpl Financial LLC in Irvine, CA and has over 5 years of experience in the finance industry.
Kelly Ann Gentles (CRD# 2464373) is an Investment Advisor Representative working at Captrust in Irvine, CA and has over 17 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.
Gregory Giles (CRD# 5081420) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Irvine, CA and has over 12 years of experience in the finance industry.
Don Hilario (CRD# 5038289) is an Investment Advisor Representative working at Hilpan Moxie Wealth Management, LLC in Irvine, CA and has over 17 years of experience in the finance industry. Don Hilario 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.
Mahesh Jain (CRD# 6951859) is an Investment Advisor Representative working at Kuber Investments in Irvine, CA and has over 4 years of experience in the finance industry.