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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
Daniel Horgan (CRD# 1620034) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Newport Beach, CA and has over 37 years of experience in the finance industry.
Ryan Hamilton (CRD# 7230465) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has 1 year of experience in the finance industry.
Paula Hendrickson (CRD# 2668481) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 28 years of experience in the finance industry. Paula Hendrickson 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.
Megan Herring (CRD# 7297516) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 2 years of experience in the finance industry.
Thomas Heuer (CRD# 7139843) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 4 years of experience in the finance industry.
Jared Hollands (CRD# 7476072) is an Investment Advisor Representative working at Accelerate Retirement in Aliso Viejo, CA and has over 3 years of experience in the finance industry.
Sara Johnson (CRD# 6271331) is an Investment Advisor Representative working at Accelerate Retirement in Aliso Viejo, CA and has 1 year of experience in the finance industry.
Evan Kassimir (CRD# 6130423) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 11 years of experience in the finance industry. Evan Kassimir 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.
John McKenna (CRD# 5679787) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 3 years of experience in the finance industry.
Lauren Neeno (CRD# 7491190) is an Investment Advisor Representative working at Flexpath Strategies in Aliso Viejo, CA and has over 2 years of experience in the finance industry.
Ethan Nesheim (CRD# 7707670) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has 1 year of experience in the finance industry.