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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
Cullen Jowitt (CRD# 2691371) is an Investment Advisor Representative working at Gordian Wealth Advisors, LLC in Palm Desert, CA and has over 28 years of experience in the finance industry.
Patrick Kendall (CRD# 4400795) is an Investment Advisor Representative working at Cws Investments in Newport Beach, CA and has over 22 years of experience in the finance industry.
Maria Kiner (CRD# 4880037) is an Investment Advisor Representative working at The Wealth Consulting Group in Rancho Mirage, CA and has over 19 years of experience in the finance industry. Maria Kiner 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.
Anne Knutzen (CRD# 6021092) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Indian Wells, CA and has over 10 years of experience in the finance industry.
Bryan Kocen (CRD# 2119036) is an Investment Advisor Representative working at The Kocen Financial Group, Inc. in Rancho Mirage, CA and has over 33 years of experience in the finance industry. Bryan Kocen 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.
Joel Kocen (CRD# 1306954) is an Investment Advisor Representative working at The Kocen Financial Group, Inc. in Rancho Mirage, CA and has over 37 years of experience in the finance industry.
Marc Koven (CRD# 4916658) is an Investment Advisor Representative working at Cypress Wealth Services, LLC in Palm Desert, CA and has over 19 years of experience in the finance industry.
Michael Krmpotich (CRD# 275679) is an Investment Advisor Representative working at Wedbush Securities Inc. in Indian Wells, CA and has over 41 years of experience in the finance industry.
Brandt Kuhn (CRD# 5103304) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Palm Desert, CA and has over 15 years of experience in the finance industry. Brandt Kuhn 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.
William Lacy (CRD# 1216896) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Palm Desert, CA and has over 40 years of experience in the finance industry.