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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.
James Skorheim (CRD# 6384003) is an Investment Advisor Representative working at Dorman Skorheim Wealth Management LLC in Laguna Niguel, CA. Mr. Skorheim is a Certified Public Accountant (CPA Lic# 122409) and Certified Valuation Analyst (CVA# 61431) at the public accounting firm of Skorheim & Associates, AAC in Laguna Niguel, CA.
I started contributing to my firm's 401(k) plan early and have already seen the many benefits that come with early planning and investing. I love helping others navigate the financial markets. I enjoy helping others look at their overall financial picture from...
Lawrence Abrahams (CRD# 2493609) is an Investment Advisor Representative working at Crescent Bay Advisors, LLC in Corona Del Mar, CA and has over 27 years of experience in the finance industry.
Heidi Benavidez (CRD# 4163287) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Corona Del Mar, CA and has over 22 years of experience in the finance industry.
Stephen Blackwell (CRD# 4048114) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Corona Del Mar, CA and has over 13 years of experience in the finance industry.
Jesse Cox (CRD# 4268061) is an Investment Advisor Representative working at Independent Financial Group, LLC in Corona Del Mar, CA and has over 22 years of experience in the finance industry.
Patrick Enriquez (CRD# 2679610) is an Investment Advisor Representative working at Wells Fargo Advisors in Corona Del Mar, CA and has over 24 years of experience in the finance industry.
Andrew Irwin (CRD# 6720372) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Corona Del Mar, CA and has over 7 years of experience in the finance industry.
Raffaele Mari (CRD# 6166118) is an Investment Advisor Representative working at Global Wealth Management in Corona Del Mar, CA and has 1 year of experience in the finance industry. Raffaele Mari 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.
Mary Molnar (CRD# 6540857) is an Investment Advisor Representative working at Edward Jones in Corona Del Mar, CA and has over 8 years of experience in the finance industry.