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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
Cindy Kleinkopf (CRD# 6249779) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Carmel, CA and has over 10 years of experience in the finance industry.
Andrew Nelson (CRD# 7297888) is an Investment Advisor Representative working at Praetorian Guard, A Division Of Praetorian Wealth Management,inc in Carmel, CA and has over 3 years of experience in the finance industry. Andrew Nelson 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.
Jackson Sendell (CRD# 7841739) is an Investment Advisor Representative working at Praetorian Guard, A Division Of Praetorian Wealth Management,inc in Carmel, CA and has 1 year of experience in the finance industry.
Caylie Taylor (CRD# 7336874) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Carmel, CA and has over 2 years of experience in the finance industry.
Eric Yen (CRD# 6907567) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Carmel, CA and has over 4 years of experience in the finance industry.
Peter Albano (CRD# 1102955) is an Investment Advisor Representative working at Castle Rock Wealth Management, LLC in Monterey, CA and has over 38 years of experience in the finance industry.
Juan Aldama (CRD# 6900729) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Salinas, CA and has over 6 years of experience in the finance industry.
Gary Alt (CRD# 4658169) is an Investment Advisor Representative working at Monterey Private Wealth, Inc. in Monterey, CA and has over 21 years of experience in the finance industry. Gary Alt 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.
Peter Andresen (CRD# 1385904) is an Investment Advisor Representative working at Andresen & Associates Inc. in Salinas, CA and has over 38 years of experience in the finance industry.
Thomas Bair (CRD# 5857983) is an Investment Advisor Representative working at Primerica Advisors in Salinas, CA and has over 13 years of experience in the finance industry.