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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
Kristen Ritter (CRD# 7452824) is an Investment Advisor Representative working at Abundant Wealth Partners, LLC in Santa Barbara, CA and has 1 year of experience in the finance industry.
Kory Robertson (CRD# 5918999) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Goleta, CA and has over 12 years of experience in the finance industry.
Hunter Sears (CRD# 7329983) is an Investment Advisor Representative working at Edward Jones in Goleta, CA and has over 2 years of experience in the finance industry.
Robin Serritslev (CRD# 7622631) is an Investment Advisor Representative working at Avantax Advisory Services in Solvang, CA and has 1 year of experience in the finance industry.
Bradley Sicoff (CRD# 3092010) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Ynez, CA and has over 25 years of experience in the finance industry.
Shane Sideris (CRD# 6097241) is an Investment Advisor Representative working at Synchronous Wealth Advisors LLC in Solvang, CA and has over 10 years of experience in the finance industry.
James Simonaro (CRD# 7208828) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Orcutt, CA and has over 3 years of experience in the finance industry. James Simonaro 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.
Irene Timmons (CRD# 4719084) is an Investment Advisor Representative working at Monarch Wealth Strategies in Santa Maria, CA and has over 18 years of experience in the finance industry.
Peggy Van Hook (CRD# 6801174) is an Investment Advisor Representative working at Lpl Financial LLC in Lompoc, CA and has over 2 years of experience in the finance industry.