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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
Michael Vidal (CRD# 4995399) is an Investment Advisor Representative working at Wealth Innovation in San Luis Obispo, CA and has over 16 years of experience in the finance industry. Michael Vidal 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.
Thomas Vigil (CRD# 4581783) is an Investment Advisor Representative working at Lpl Financial LLC in Atascadero, CA and has over 21 years of experience in the finance industry. Thomas Vigil 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.
Mitchell Wallace (CRD# 5043040) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Luis Obispo, CA and has over 18 years of experience in the finance industry. Mitchell Wallace 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.
Stephen Weber (CRD# 4862936) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Paso Robles, CA and has over 19 years of experience in the finance industry.
Jeffery Welch (CRD# 1624759) is an Investment Advisor Representative working at Jeffery C. Welch And Associates, Inc. in Templeton, CA and has over 37 years of experience in the finance industry.
Joan Wenglikowski (CRD# 5488497) is an Investment Advisor Representative working at Ep Wealth Advisors in San Luis Obispo, CA and has 1 year of experience in the finance industry. Joan Wenglikowski 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.
Sandra Wheeler (CRD# 2210090) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in San Luis Obispo, CA and has over 31 years of experience in the finance industry.
David Whitcher (CRD# 4151621) is an Investment Advisor Representative working at Trellis Wealth Advisors, LLC in San Luis Obispo, CA and has over 23 years of experience in the finance industry.
Bruce White (CRD# 732362) is an Investment Advisor Representative working at Phillip B. White Company, Inc. in San Luis Obispo, CA and has over 30 years of experience in the finance industry. Bruce White 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.
Zachary White (CRD# 6339910) is an Investment Advisor Representative working at Phillip B. White Company, Inc. in San Luis Obispo, CA and has over 7 years of experience in the finance industry. Zachary White 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.