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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
Guy Ben Ari (CRD# 5640001) is an Investment Advisor Representative working at Edward Jones in Alameda, CA and has over 15 years of experience in the finance industry.
Jeffry Bratzler (CRD# 1992879) is an Investment Advisor Representative working at Bcn Financial, Inc. in Alameda, CA and has over 31 years of experience in the finance industry. Jeffry Bratzler 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.
Martel Cooper (CRD# 857289) is an Investment Advisor Representative working at Defined Financial Planning LLC in Alameda, CA and has over 41 years of experience in the finance industry.
Timothy Corriero (CRD# 4002157) is an Investment Advisor Representative working at Gemmer Asset Management LLC in Alameda, CA and has over 7 years of experience in the finance industry. Timothy Corriero 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.
Kirk Cowan (CRD# 6894202) is an Investment Advisor Representative working at Edward Jones in Alameda, CA and has over 6 years of experience in the finance industry.
Gaurish Dalvi (CRD# 6300951) is an Investment Advisor Representative working at Dalvi Investment Funds, LLC in Alameda, CA and has over 10 years of experience in the finance industry.
Minh Dinh (CRD# 4445934) is an Investment Advisor Representative working at Lpl Financial LLC in Alameda, CA and has over 22 years of experience in the finance industry. Minh Dinh 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.
Todd Evans (CRD# 6035803) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Alameda, CA and has over 12 years of experience in the finance industry.
Samuel Gaeta (CRD# 6616279) is an Investment Advisor Representative working at Defined Financial Planning LLC in Alameda, CA and has over 8 years of experience in the finance industry. Samuel Gaeta 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.
Susan Gavrich (CRD# 3144126) is an Investment Advisor Representative working at Seasonal Strategy in Alameda, CA and has 1 year of experience in the finance industry. Susan Gavrich 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.