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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
Joseph De Venuta (CRD# 6861997) is an Investment Advisor Representative working at Infinite Asset Management LLC in Danville, CA and has over 6 years of experience in the finance industry.
Ryan Dolan (CRD# 2566959) is an Investment Advisor Representative working at Dolan Partners LLC in Danville, CA and has over 29 years of experience in the finance industry.
Michael Doumani (CRD# 1356417) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Danville, CA and has over 33 years of experience in the finance industry.
Matthew Dublin (CRD# 2478058) is an Investment Advisor Representative working at Blue Investment Partners LLC in Danville, CA and has over 29 years of experience in the finance industry.
John Dwyer (CRD# 3126481) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Danville, CA and has over 24 years of experience in the finance industry.
Lincoln Edgar (CRD# 1546763) is an Investment Advisor Representative working at Edgar Investment Management LLC in Danville, CA and has over 30 years of experience in the finance industry.
David Eisenhauer (CRD# 5728773) is an Investment Advisor Representative working at Greykasell Wealth Strategies, Inc. in Danville, CA and has over 13 years of experience in the finance industry. David Eisenhauer 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.
Patrick Fanning (CRD# 1578036) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Danville, CA and has over 5 years of experience in the finance industry.
Beau Fisher (CRD# 5063122) is an Investment Advisor Representative working at Lpl Financial LLC in Danville, CA and has over 18 years of experience in the finance industry. Beau Fisher 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.
William Fisher (CRD# 2016724) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Danville, CA and has over 32 years of experience in the finance industry.