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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.
David Lopez (CRD# 2784273) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Aliso Viejo, CA and has over 27 years of experience in the finance industry. David Lopez 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.
Eric Loyd (CRD# 2378616) 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. Eric Loyd 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.
Jonathan Maertz (CRD# 2551335) 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.
Eileen Mahoney (CRD# 1991963) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 31 years of experience in the finance industry.
Harlan Malter (CRD# 2723178) is an Investment Advisor Representative working at Saposh & Malter, Inc. in Aliso Viejo, CA and has over 28 years of experience in the finance industry.
Phillip Matheson (CRD# 3032213) is an Investment Advisor Representative working at Accelerate Retirement in Aliso Viejo, CA and has over 25 years of experience in the finance industry.
Lily Matias (CRD# 2611212) 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.
Gary McCarver (CRD# 866341) is an Investment Advisor Representative working at Select Portfolio Management Inc. in Aliso Viejo, CA and has over 27 years of experience in the finance industry. Gary McCarver 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.
Marc McDowell (CRD# 2747589) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 27 years of experience in the finance industry.
Michael McGuire (CRD# 1767218) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 25 years of experience in the finance industry.