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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
Michael Edwards (CRD# 1294052) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 30 years of experience in the finance industry.
Les Garaventa (CRD# 3106229) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Concord, CA and has over 25 years of experience in the finance industry.
Adam Ghinazzi (CRD# 4939482) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Concord, CA and has over 12 years of experience in the finance industry.
Daniel Ghinazzi (CRD# 815505) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Concord, CA and has over 35 years of experience in the finance industry.
Nicholas Gomez (CRD# 5333380) is an Investment Advisor Representative working at Lpl Financial LLC in Concord, CA and has over 14 years of experience in the finance industry.
Brent Herrera (CRD# 7008862) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Concord, CA and has over 5 years of experience in the finance industry. Brent Herrera 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.
Rachel Hume (CRD# 5212796) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Concord, CA and has over 15 years of experience in the finance industry.
David Hunt (CRD# 5159193) is an Investment Advisor Representative working at Hunt Wealth Management in Concord, CA and has over 17 years of experience in the finance industry.
Ronald Hunt (CRD# 1215442) is an Investment Advisor Representative working at Hunt Wealth Management in Concord, CA and has over 40 years of experience in the finance industry.
Faruk Jaffer (CRD# 4458443) is an Investment Advisor Representative working at Index Gurus, Inc. in Concord, CA and has over 22 years of experience in the finance industry. Faruk Jaffer 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.