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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
Jeff Ogston (CRD# 4327010) is an Investment Advisor Representative working at Mariner Wealth in Corte Madera, CA and has over 22 years of experience in the finance industry. Jeff Ogston 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.
Brian Pon (CRD# 5088203) 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. Brian Pon 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.
Maria Potter (CRD# 2826179) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Corte Madera, CA and has over 26 years of experience in the finance industry.
Matthew Sattler (CRD# 6454874) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Corte Madera, CA and has over 7 years of experience in the finance industry. Matthew Sattler 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.
William Schrader (CRD# 1812239) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Corte Madera, CA and has over 36 years of experience in the finance industry.
Karl Spurzem (CRD# 1174726) is an Investment Advisor Representative working at Mountain Capital Investment Advisors Inc. in Corte Madera, CA and has over 33 years of experience in the finance industry.
Patrick Torrey (CRD# 5412121) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Corte Madera, CA and has over 16 years of experience in the finance industry.
Matthew Walker (CRD# 4440576) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Corte Madera, CA and has over 22 years of experience in the finance industry.
Heidi Weir (CRD# 5729276) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Corte Madera, CA and has over 11 years of experience in the finance industry.
Ryan Wiegmann (CRD# 6181459) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Corte Madera, CA and has over 10 years of experience in the finance industry.