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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
Michelle Emerick (CRD# 5904947) is an Investment Advisor Representative working at Cuso Financial Services in Boulder, CO and has over 12 years of experience in the finance industry.
Jane Engel (CRD# 4289130) is an Investment Advisor Representative working at Kilterhowling LLC in Boulder, CO and has over 23 years of experience in the finance industry. Jane Engel 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.
Gregory Evans (CRD# 726398) is an Investment Advisor Representative working at The Millstone Evans Group, LLC in Boulder, CO and has over 43 years of experience in the finance industry.
Viktoria Falus (CRD# 5881258) is an Investment Advisor Representative working at Lido in Boulder, CO and has 1 year of experience in the finance industry. Viktoria Falus 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.
Gregory Fesperman (CRD# 6818115) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Boulder, CO and has over 6 years of experience in the finance industry.
Kenneth Finkel (CRD# 871649) is an Investment Advisor Representative working at Lpl Financial LLC in Boulder, CO and has over 41 years of experience in the finance industry.
Albert Fiorello (CRD# 4007560) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Boulder, CO and has over 24 years of experience in the finance industry.
Sally Fischer (CRD# 1786536) is an Investment Advisor Representative working at Edward Jones in Boulder, CO and has over 31 years of experience in the finance industry.
Karl Fisher (CRD# 2687222) is an Investment Advisor Representative working at Equitable Advisors, LLC in Boulder, CO and has over 28 years of experience in the finance industry.
Bruce Fleet (CRD# 1529233) is an Investment Advisor Representative working at Fleet Capital Management, LLC in Boulder, CO and has over 37 years of experience in the finance industry.