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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
William Rasmussen (CRD# 5347540) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Luis Obispo, CA and has over 16 years of experience in the finance industry.
Jennifer Redman (CRD# 4253334) is an Investment Advisor Representative working at Edward Jones in Morro Bay, CA and has over 23 years of experience in the finance industry.
Deanna Richards (CRD# 5714934) is an Investment Advisor Representative working at Edward Jones in Los Osos, CA and has over 13 years of experience in the finance industry.
Sandra Sailer (CRD# 1350700) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in San Luis Obispo, CA and has over 38 years of experience in the finance industry.
Brooke Salvini (CRD# 5092961) is an Investment Advisor Representative working at Salvini Financial Planning in San Luis Obispo, CA and has over 18 years of experience in the finance industry. Brooke Salvini 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.
Alexander Schams (CRD# 6336785) is an Investment Advisor Representative working at Edward Jones in Cayucos, CA and has over 8 years of experience in the finance industry.
Francis Shepard (CRD# 2044341) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Pismo Beach, CA and has over 33 years of experience in the finance industry.
Robert Shipe (CRD# 5896463) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Luis Obispo, CA and has over 13 years of experience in the finance industry.
Jeff Showers (CRD# 1305916) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Luis Obispo, CA and has over 39 years of experience in the finance industry.
Helen Sipsas (CRD# 5048683) is an Investment Advisor Representative working at Peak Wealth Advisors, Inc. in San Luis Obispo, CA and has over 17 years of experience in the finance industry. Helen Sipsas 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.