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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
Craig Bonelli Jr. (CRD# 5601384) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Paso Robles, CA and has over 15 years of experience in the finance industry.
Jeb Brown (CRD# 2548720) is an Investment Advisor Representative working at Lpl Financial LLC in Paso Robles, CA and has over 29 years of experience in the finance industry.
John Buerger (CRD# 4924044) is an Investment Advisor Representative working at Altus Wealth Solutions in Atascadero, CA and has 1 year of experience in the finance industry. John Buerger 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.
Kevin Burns (CRD# 5975552) is an Investment Advisor Representative working at Mml Investors Services, LLC in Paso Robles, CA and has over 11 years of experience in the finance industry.
Marie Caldera (CRD# 1980184) is an Investment Advisor Representative working at Next Financial Group, Inc. in San Luis Obispo, CA and has over 33 years of experience in the finance industry.
Ryan Caldwell (CRD# 5614149) is an Investment Advisor Representative working at Wacker Wealth Partners, LLC in San Luis Obispo, CA and has 1 year of experience in the finance industry. Ryan Caldwell 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.
Megan Carden (CRD# 6758688) is an Investment Advisor Representative working at Wacker Wealth Partners, LLC in San Luis Obispo, CA and has 1 year of experience in the finance industry. Megan Carden 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.
Jennifer Chesini (CRD# 4916807) is an Investment Advisor Representative working at Cerro Pacific Wealth Advisors, LLC in San Luis Obispo, CA and has over 18 years of experience in the finance industry. Jennifer Chesini 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.
Trina Cisneros (CRD# 2608998) is an Investment Advisor Representative working at Lpl Financial LLC in San Luis Obispo, CA and has over 23 years of experience in the finance industry.
Christopher Coates (CRD# 6281200) is an Investment Advisor Representative working at Blakeslee & Blakeslee Financial Advisers Inc. in San Luis Obispo, CA and has over 9 years of experience in the finance industry.