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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 Brush (CRD# 1498148) is an Investment Advisor Representative working at Flc Capital Advisors in Palm Desert, CA and has over 24 years of experience in the finance industry.
Matthew Buenafe (CRD# 6783389) is an Investment Advisor Representative working at Compound Planning in Rancho Santa Margarita, CA and has over 6 years of experience in the finance industry.
Gregory Butler (CRD# 2503912) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newport Beach, CA and has over 29 years of experience in the finance industry.
Jeffrey Cagan (CRD# 1033858) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rancho Mirage, CA and has over 42 years of experience in the finance industry.
Yisen Cai (CRD# 6057189) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Newport Beach, CA and has over 11 years of experience in the finance industry. Yisen Cai 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 Canada (CRD# 1935924) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Hemet, CA and has over 29 years of experience in the finance industry. Darren Canada 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.
Luis Carrera (CRD# 5125973) is an Investment Advisor Representative working at Lpl Financial LLC in La Quinta, CA and has over 17 years of experience in the finance industry.
Brent Carroll (CRD# 2087733) is an Investment Advisor Representative working at Planmember Securities Corporation in La Quinta, CA and has over 23 years of experience in the finance industry.
Jonathan Cheng (CRD# 2067921) is an Investment Advisor Representative working at Breakwater Investment Group, LLC in Newport Beach, CA and has over 33 years of experience in the finance industry. Jonathan Cheng 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.
Christian Choi (CRD# 2397382) is an Investment Advisor Representative working at Relion Assets Management, LLC in Rancho Mirage, CA and has over 22 years of experience in the finance industry. Christian Choi 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.