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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.
James Skorheim (CRD# 6384003) is an Investment Advisor Representative working at Dorman Skorheim Wealth Management LLC in Laguna Niguel, CA. Mr. Skorheim is a Certified Public Accountant (CPA Lic# 122409) and Certified Valuation Analyst (CVA# 61431) at the public accounting firm of Skorheim & Associates, AAC in Laguna Niguel, CA.
I started contributing to my firm's 401(k) plan early and have already seen the many benefits that come with early planning and investing. I love helping others navigate the financial markets. I enjoy helping others look at their overall financial picture from...
Jeffrey Barrera (CRD# 2941346) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cypress, CA and has over 26 years of experience in the finance industry.
Patrick Bivona (CRD# 1614897) is an Investment Advisor Representative working at Lpl Financial LLC in Cypress, CA and has over 36 years of experience in the finance industry. Patrick Bivona 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.
Darren Chia (CRD# 5361712) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cypress, CA and has over 14 years of experience in the finance industry. Darren Chia 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.
Sandra Field (CRD# 1419210) is an Investment Advisor Representative working at Asset Planning, Inc. in Cypress, CA and has 30 years of experience in the finance industry. Sandra Field 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.
Jaime Garcia (CRD# 1603413) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cypress, CA and has over 30 years of experience in the finance industry.
Fabiola Hill (CRD# 3026440) 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.
Parvez Howlader (CRD# 5538064) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cypress, CA and has over 15 years of experience in the finance industry.
Travis Ivanoff (CRD# 6861827) is an Investment Advisor Representative working at Tucker Asset Management LLC in Cypress, CA and has over 6 years of experience in the finance industry.