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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.
Christiane Tomasi (CRD# 2926168) is an Investment Advisor Representative working at Cs Tomasi Wealth Management in Costa Mesa, CA and has over 26 years of experience in the finance industry. Christiane Tomasi 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.
Virginio Tordera (CRD# 6043480) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Costa Mesa, CA and has over 11 years of experience in the finance industry.
Brian Tu (CRD# 4400558) is an Investment Advisor Representative working at Cerity Partners LLC in Costa Mesa, CA and has over 21 years of experience in the finance industry.
Carlos Vasquez (CRD# 4986427) is an Investment Advisor Representative working at Principal Securities, Inc. in Costa Mesa, CA and has over 18 years of experience in the finance industry.
Tania Vasquez (CRD# 5549888) is an Investment Advisor Representative working at Cerity Partners LLC in Costa Mesa, CA and has over 15 years of experience in the finance industry.
Arthur Veyna (CRD# 2607709) is an Investment Advisor Representative working at Park Avenue Securities LLC in Costa Mesa, CA and has over 18 years of experience in the finance industry.
Kevin Vogt (CRD# 1263335) is an Investment Advisor Representative working at Cuso Financial Services in Costa Mesa, CA and has over 32 years of experience in the finance industry.
Timothy Voorhees (CRD# 856280) is an Investment Advisor Representative working at Tax Efficient Asset Management Solution, Inc. in Costa Mesa, CA and has over 37 years of experience in the finance industry.
Tuong Dung Vu (CRD# 5049166) is an Investment Advisor Representative working at Mml Investors Services, LLC in Costa Mesa, CA and has over 17 years of experience in the finance industry.
James Waite (CRD# 1160161) is an Investment Advisor Representative working at Check Capital Management Inc. in Costa Mesa, CA and has over 32 years of experience in the finance industry.