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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
Stephen Dobrow (CRD# 4657976) is an Investment Advisor Representative working at Global Retirement Partners LLC in Burlingame, CA and has over 20 years of experience in the finance industry.
David Ellis (CRD# 1765517) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Burlingame, CA and has over 36 years of experience in the finance industry.
Margarita Finones (CRD# 4707054) is an Investment Advisor Representative working at Edward Jones in Burlingame, CA and has over 20 years of experience in the finance industry.
Willington Fong (CRD# 4034105) is an Investment Advisor Representative working at Rb Capital Management, LLC in Burlingame, CA and has over 21 years of experience in the finance industry.
Sarah Frenczak (CRD# 4581697) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Burlingame, CA and has over 21 years of experience in the finance industry.
Ronan Gaudario (CRD# 2494459) is an Investment Advisor Representative working at Luna Capital Management, LLC in Burlingame, CA and has over 28 years of experience in the finance industry.
Robert Gold (CRD# 1384170) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Burlingame, CA and has over 37 years of experience in the finance industry.
James Griffin (CRD# 5180016) is an Investment Advisor Representative working at Occidental Asset Management, LLC in Burlingame, CA and has over 17 years of experience in the finance industry. James Griffin 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.
Robert Gross (CRD# 5213637) is an Investment Advisor Representative working at Creative Planning in Burlingame, CA and has over 17 years of experience in the finance industry. Robert Gross 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.
Erin Hadley (CRD# 5961325) is an Investment Advisor Representative at Occidental Asset Management, LLC in Burlingame, CA and has over 9 years experience in the finance industry.
Erin Hadley 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 putclients' interests first and comply with the Financial Planning Practice Standards.