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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
Joseph Gass (CRD# 2758784) is an Investment Advisor Representative working at Mariner Independent in Windsor, CA and has over 20 years of experience in the finance industry.
Robert Gemmer (CRD# 858158) is an Investment Advisor Representative working at American Investors Co in Healdsburg, CA and has over 24 years of experience in the finance industry. Robert Gemmer 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.
John Goldsmith (CRD# 2870130) is an Investment Advisor Representative working at Lpl Financial LLC in Ukiah, CA and has over 26 years of experience in the finance industry.
Kenneth Gott (CRD# 4364789) is an Investment Advisor Representative working at Meritas Wealth Management, LLC in Santa Rosa, CA and has 1 year of experience in the finance industry. Kenneth Gott 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 Goulding (CRD# 7017074) is an Investment Advisor Representative working at Zrc Wealth Management, LLC in Santa Rosa, CA and has over 5 years of experience in the finance industry. Kevin Goulding 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.
Zachary Hagen (CRD# 4536481) is an Investment Advisor Representative working at Zh Wealth Management, LLC in Healdsburg, CA and has over 21 years of experience in the finance industry. Zachary Hagen 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.
James Hague (CRD# 2974990) is an Investment Advisor Representative working at Janian Investment Advisers, LLC in Santa Rosa, CA and has over 11 years of experience in the finance industry.
Janet Hart (CRD# 2137359) is an Investment Advisor Representative working at Commonwealth Financial Network in Santa Rosa, CA and has over 28 years of experience in the finance industry. Janet Hart 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.
Matthew Hunstock (CRD# 4954968) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Santa Rosa, CA and has over 18 years of experience in the finance industry. Matthew Hunstock 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.