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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
Robert Fitzwilson (CRD# 4342690) is an Investment Advisor Representative working at The Portola Group Inc. in Calistoga, CA and has 1 year of experience in the finance industry.
Paul Knoblich (CRD# 1447147) is an Investment Advisor Representative working at Independent Financial Group, LLC in Calistoga, CA and has over 27 years of experience in the finance industry. Paul Knoblich 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.
Jeanette Squire (CRD# 5436760) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Calistoga, CA and has over 2 years of experience in the finance industry.
Eric Abbott (CRD# 4110124) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Santa Rosa, CA and has over 24 years of experience in the finance industry.
Francis Abella (CRD# 2178797) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Napa, CA and has over 32 years of experience in the finance industry.
Matthew Adams (CRD# 5598677) is an Investment Advisor Representative working at Mai Capital Management, LLC in Santa Rosa, CA and has over 15 years of experience in the finance industry.
Earl Alexander (CRD# 814525) is an Investment Advisor Representative working at Lpl Financial LLC in Napa, CA and has over 30 years of experience in the finance industry.
Jimmie Alexander (CRD# 2087674) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Petaluma, CA and has over 33 years of experience in the finance industry. Jimmie Alexander 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 Alfsen (CRD# 6119346) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Santa Rosa, CA and has over 10 years of experience in the finance industry.
Karin Alvarado (CRD# 3174177) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Napa, CA and has over 23 years of experience in the finance industry.