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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
Daniel Horgan (CRD# 1620034) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Newport Beach, CA and has over 37 years of experience in the finance industry.
Jason Tani (CRD# 2896456) is an Investment Advisor Representative working at Pure Wealth Management in Cerritos, CA and has over 26 years of experience in the finance industry.
Patricia Wojnarowski (CRD# 5733323) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Cerritos, CA and has over 14 years of experience in the finance industry.
Pauline Wong (CRD# 6566867) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Cerritos, CA and has over 5 years of experience in the finance industry.
Katsuko Yamabe (CRD# 4130413) is an Investment Advisor Representative working at Primerica Advisors in Cerritos, CA and has over 24 years of experience in the finance industry.
Max Yamaguchi (CRD# 2166854) is an Investment Advisor Representative working at Primerica Advisors in Cerritos, CA and has over 32 years of experience in the finance industry.
Louella Basco (CRD# 6182726) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cerritos, CA and has over 10 years of experience in the finance industry.
Elizabeth Bettger (CRD# 3016042) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cerritos, CA and has over 23 years of experience in the finance industry.
Joshua Forrester (CRD# 7523336) is an Investment Advisor Representative working at Family Financial in Cerritos, CA and has over 2 years of experience in the finance industry.
Archimedes Gomez (CRD# 6342533) is an Investment Advisor Representative working at Lpl Financial LLC in Cerritos, CA and has over 9 years of experience in the finance industry.
Cam Liang (CRD# 6850187) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Cerritos, CA and has over 6 years of experience in the finance industry. Cam Liang 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.