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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.
Andi Kang (CRD# 2146134) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Costa Mesa, CA and has over 32 years of experience in the finance industry. Andi Kang 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.
Matthew Kasa (CRD# 4903470) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Costa Mesa, CA and has over 19 years of experience in the finance industry.
Shahin Khoubyar Chear (CRD# 5491645) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Costa Mesa, CA and has over 16 years of experience in the finance industry.
Bryan Kiernan (CRD# 6253237) is an Investment Advisor Representative working at Edelman Financial Engines in Costa Mesa, CA and has over 5 years of experience in the finance industry.
Ryan Kinney (CRD# 6343185) is an Investment Advisor Representative working at Check Capital Management Inc. in Costa Mesa, CA and has over 9 years of experience in the finance industry.
Jennifer Krever-Shintani (CRD# 4317375) is an Investment Advisor Representative working at Edelman Financial Engines in Costa Mesa, CA and has over 22 years of experience in the finance industry.
Anthony Krickl (CRD# 4359874) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Costa Mesa, CA and has over 12 years of experience in the finance industry.
Chiahsin Ku (CRD# 4802291) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Costa Mesa, CA and has over 19 years of experience in the finance industry.
Philip Lang (CRD# 4639002) is an Investment Advisor Representative working at Accel Advisors, Inc. in Costa Mesa, CA and has over 20 years of experience in the finance industry. Philip Lang 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.
Gerald Larr (CRD# 1528937) is an Investment Advisor Representative working at Cerity Partners LLC in Costa Mesa, CA and has over 31 years of experience in the finance industry.