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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
Michael Power (CRD# 4520009) is an Investment Advisor Representative working at Power Investing in Danville, CA and has 1 year of experience in the finance industry. Michael Power 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.
Patrice Rainer (CRD# 1558867) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Danville, CA and has over 10 years of experience in the finance industry. Patrice Rainer 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.
Robert Regan (CRD# 2322096) is an Investment Advisor Representative working at Regan Financial Group, LLC in Danville, CA and has over 31 years of experience in the finance industry.
Christopher Reid (CRD# 5494545) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Danville, CA and has over 16 years of experience in the finance industry.
Salim Reshwan (CRD# 2510499) is an Investment Advisor Representative working at Auxi Asset Management, LLC in Danville, CA and has over 28 years of experience in the finance industry.
Steven Richardson (CRD# 1819383) is an Investment Advisor Representative working at Lpl Financial LLC in Danville, CA and has over 35 years of experience in the finance industry.
Paul Saad (CRD# 4811313) is an Investment Advisor Representative working at Collabria Capital, Inc. in Danville, CA and has over 19 years of experience in the finance industry. Paul Saad 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.
John Seo (CRD# 3175582) is an Investment Advisor Representative working at Consilium Wealth Management in Danville, CA and has over 25 years of experience in the finance industry. John Seo 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.
Thomas Sepull (CRD# 2295928) is an Investment Advisor Representative working at Wealth & Tax Planners LLC in Danville, CA and has over 17 years of experience in the finance industry.
Maria Smith (CRD# 4310152) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Danville, CA and has over 23 years of experience in the finance industry. Maria Smith 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.