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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.
Craig Wells (CRD# 4254750) is an Investment Advisor Representative working at Cerity Partners LLC in Costa Mesa, CA and has over 23 years of experience in the finance industry.
Avery Wenck (CRD# 6852928) is an Investment Advisor Representative working at Leisure Capital Management, Inc. in Costa Mesa, CA and has over 6 years of experience in the finance industry.
Keith Witt (CRD# 4825855) is an Investment Advisor Representative working at Lpl Financial LLC in Costa Mesa, CA and has over 19 years of experience in the finance industry.
Richard Yuen (CRD# 5561787) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Costa Mesa, CA and has over 15 years of experience in the finance industry.
Jennifer Zaat-Wright (CRD# 1626788) is an Investment Advisor Representative working at Capital Planning Group, LLC in Costa Mesa, CA and has over 33 years of experience in the finance industry. Jennifer Zaat-Wright 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.
Christ Zomaya (CRD# 5697068) is an Investment Advisor Representative working at Goldenram Capital Management, LLC in Costa Mesa, CA and has over 14 years of experience in the finance industry.
Adam Zunino (CRD# 1918553) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Costa Mesa, CA and has over 30 years of experience in the finance industry.
Randal Bressette (CRD# 825426) is an Investment Advisor Representative working at Lpl Financial LLC in Costa Mesa, CA and has over 21 years of experience in the finance industry. Randal Bressette 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.
Sylvia Ahn (CRD# 5287469) is an Investment Advisor Representative working at Principal Securities, Inc. in Costa Mesa, CA and has over 4 years of experience in the finance industry.
Stephen Bennett (CRD# 6119637) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Costa Mesa, CA and has over 10 years of experience in the finance industry.