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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
Christian Maclean (CRD# 4326300) is an Investment Advisor Representative working at Maclean Capital Advisors, LLC in Indian Wells, CA and has over 23 years of experience in the finance industry.
Tara Manista (CRD# 6916985) is an Investment Advisor Representative working at Sachi Financial Planning in Newport Beach, CA and has over 6 years of experience in the finance industry. Tara Manista 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.
Justin Marcus (CRD# 1160813) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Palm Springs, CA and has over 37 years of experience in the finance industry.
John Marshall (CRD# 860188) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Newport Beach, CA and has over 39 years of experience in the finance industry.
Mark Marshall (CRD# 722838) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Palm Springs, CA and has over 22 years of experience in the finance industry.
Richard Matcham (CRD# 3232297) is an Investment Advisor Representative working at United Capital Financial Advisors in Palm Desert, CA and has over 23 years of experience in the finance industry.
Garren Mayer (CRD# 1769199) is an Investment Advisor Representative working at Planmember Securities Corporation in Palm Springs, CA and has over 25 years of experience in the finance industry.
Nancy Mayhue-Eichelberger (CRD# 2089912) is an Investment Advisor Representative working at Western International Securities in Rancho Mirage, CA and has over 33 years of experience in the finance industry.
Dean Mayo (CRD# 4570159) is an Investment Advisor Representative working at Prudential Financial Planning Services in Indian Wells, CA and has over 21 years of experience in the finance industry.
James McCaughey (CRD# 5939311) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Indian Wells, CA and has over 12 years of experience in the finance industry.