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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.
George Rendon (CRD# 836313) is an Investment Advisor Representative working at Lpl Financial LLC in Aliso Viejo, CA and has over 42 years of experience in the finance industry.
Brian Roberts (CRD# 1652043) is an Investment Advisor Representative working at Flexpath Strategies in Aliso Viejo, CA and has over 36 years of experience in the finance industry.
William Schellenberg (CRD# 2376086) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Aliso Viejo, CA and has over 30 years of experience in the finance industry.
Peter Schmitz (CRD# 4860514) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 18 years of experience in the finance industry. Peter Schmitz 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.
Jason Schmudlach (CRD# 6002810) 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.
Stuart Scholten (CRD# 6258776) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 10 years of experience in the finance industry.
Joel Shapiro (CRD# 5104448) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 17 years of experience in the finance industry.
Jill Shea (CRD# 2312352) 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.
Gary Shuford (CRD# 4596981) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 16 years of experience in the finance industry.
Peter Snow (CRD# 5250484) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 17 years of experience in the finance industry. Peter Snow 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.