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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 36 years of experience in the finance industry.
Clyde Kendzierski (CRD# 2220261) is an Investment Advisor Representative working at Kendzierski Associates LLC in Cypress, CA and has 1 year of experience in the finance industry.
Darren Kington (CRD# 2550887) is an Investment Advisor Representative working at Lpl Financial LLC in Cypress, CA and has over 29 years of experience in the finance industry.
Melani List (CRD# 6992366) is an Investment Advisor Representative working at Asset Planning, Inc. in Cypress, CA and has over 5 years of experience in the finance industry.
Michael Murphy (CRD# 1483603) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cypress, CA and has over 24 years of experience in the finance industry.
Erin Nelsen (CRD# 5528583) is an Investment Advisor Representative working at Asset Planning, Inc. in Cypress, CA and has over 15 years of experience in the finance industry.
Evan Ocepek (CRD# 5843334) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cypress, CA and has over 13 years of experience in the finance industry. Evan Ocepek 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.
Paul Oh (CRD# 5885535) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Cypress, CA and has over 13 years of experience in the finance industry.
Kari Pel (CRD# 4030886) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Cypress, CA and has over 24 years of experience in the finance industry.
Carol Somoano (CRD# 4972541) is an Investment Advisor Representative working at Asset Planning, Inc. in Cypress, CA and has 20 year of experience in the finance industry. Carol Somoano 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Marty Valade (CRD# 1532673) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cypress, CA and has over 37 years of experience in the finance industry.