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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
Kellen Doop (CRD# 5042436) is an Investment Advisor Representative working at Maxwell Financial Group, Inc. in Calabasas, CA and has over 18 years of experience in the finance industry.
Tyler Dritz (CRD# 4901826) is an Investment Advisor Representative working at Lindbrook Capital, LLC in Calabasas, CA and has over 18 years of experience in the finance industry.
Shannon Drobny (CRD# 5637826) is an Investment Advisor Representative working at The Ameriflex Group in Calabasas, CA and has over 14 years of experience in the finance industry.
Jonathan Drubner (CRD# 6066788) is an Investment Advisor Representative working at Lindbrook Capital, LLC in Calabasas, CA and has over 11 years of experience in the finance industry. Jonathan Drubner 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.
Melissa Estrada (CRD# 6137506) is an Investment Advisor Representative working at Fidela Wealth in Calabasas, CA and has over 11 years of experience in the finance industry. Melissa Estrada 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.
Lisa Evans (CRD# 4526721) is an Investment Advisor Representative working at Lpl Financial LLC in Calabasas, CA and has over 20 years of experience in the finance industry.
Sasan Faiz (CRD# 1964269) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has over 21 years of experience in the finance industry.
Michael Feistel (CRD# 6713717) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Calabasas, CA and has over 6 years of experience in the finance industry.
Christopher Galeski (CRD# 5727781) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has over 14 years of experience in the finance industry.
Bryan Garris (CRD# 5386345) is an Investment Advisor Representative working at Triagen Wealth Management LLC in Calabasas, CA and has over 15 years of experience in the finance industry. Bryan Garris 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.