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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
Sandra Sailer (CRD# 1350700) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in San Luis Obispo, CA and has over 38 years of experience in the finance industry.
Brooke Salvini (CRD# 5092961) is an Investment Advisor Representative working at Salvini Financial Planning in San Luis Obispo, CA and has over 18 years of experience in the finance industry. Brooke Salvini 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.
Natali Sanchez (CRD# 6444004) is an Investment Advisor Representative working at Edward Jones in Atascadero, CA and has over 9 years of experience in the finance industry.
Alexander Schams (CRD# 6336785) is an Investment Advisor Representative working at Edward Jones in Cayucos, CA and has over 8 years of experience in the finance industry.
Robert Shipe (CRD# 5896463) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Luis Obispo, CA and has over 13 years of experience in the finance industry.
Jeff Showers (CRD# 1305916) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Luis Obispo, CA and has over 39 years of experience in the finance industry.
Helen Sipsas (CRD# 5048683) is an Investment Advisor Representative working at Peak Wealth Advisors, Inc. in San Luis Obispo, CA and has over 17 years of experience in the finance industry. Helen Sipsas 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.
Ralph Slocum (CRD# 1720314) is an Investment Advisor Representative working at Lpl Financial LLC in San Luis Obispo, CA and has over 36 years of experience in the finance industry.
Coby Snyder (CRD# 6999762) is an Investment Advisor Representative working at Lpl Financial LLC in San Luis Obispo, CA and has over 5 years of experience in the finance industry.
Daniel Speirs (CRD# 2170094) is an Investment Advisor Representative working at Cerro Pacific Wealth Advisors, LLC in San Luis Obispo, CA and has over 22 years of experience in the finance industry.