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Distance Only Corte Madera, CA
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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
Peter Espiritu (CRD# 4305523) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Corte Madera, CA and has over 21 years of experience in the finance industry.
Jeremiah Griffith (CRD# 6690660) is an Investment Advisor Representative working at Mariner Wealth in Corte Madera, CA and has over 7 years of experience in the finance industry. Jeremiah Griffith 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.
Sebastian Heidgger (CRD# 6913213) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Corte Madera, CA and has over 5 years of experience in the finance industry.
Jill Hollander (CRD# 2379715) is an Investment Advisor Representative working at Financial Connections Group, Inc. in Corte Madera, CA and has 1 year of experience in the finance industry. Jill Hollander 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.
Harris Holzberg (CRD# 1011208) is an Investment Advisor Representative working at Holzberg Wealth Management, Inc. in Corte Madera, CA and has over 25 years of experience in the finance industry.
Gary Hooker (CRD# 1206873) is an Investment Advisor Representative working at Diversified Planning Concepts, Inc. in Corte Madera, CA and has over 37 years of experience in the finance industry.
Loren Kertz (CRD# 2017592) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Corte Madera, CA and has over 31 years of experience in the finance industry.
Brent Lauchle (CRD# 2367662) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Corte Madera, CA and has over 29 years of experience in the finance industry.
Jason Meinerding (CRD# 5542786) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Corte Madera, CA and has over 12 years of experience in the finance industry.
Tory O'keefe (CRD# 3024531) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Corte Madera, CA and has over 24 years of experience in the finance industry.