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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
Terry Chiu (CRD# 6459635) is an Investment Advisor Representative working at Capital Planning Advisors LLC in Roseville, CA and has 1 year of experience in the finance industry. Terry Chiu 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.
Eric Chmielewski (CRD# 6323297) is an Investment Advisor Representative working at Measured Financial in Roseville, CA and has over 8 years of experience in the finance industry.
Patricia Chorn (CRD# 1086294) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Roseville, CA and has over 33 years of experience in the finance industry.
Kathryn Christensen (CRD# 5502944) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Folsom, CA and has over 16 years of experience in the finance industry.
Kenneth Christie (CRD# 2218257) is an Investment Advisor Representative working at Spectrum Wealth Advisory Group, LLC in Granite Bay, CA and has over 31 years of experience in the finance industry.
Matthew Christl (CRD# 3026904) is an Investment Advisor Representative working at Wise Wealth Partners, LLC in Folsom, CA and has over 10 years of experience in the finance industry. Matthew Christl 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.
George Chuchas (CRD# 5206113) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Roseville, CA and has over 17 years of experience in the finance industry.
Camillo Cicchini (CRD# 2149788) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Roseville, CA and has over 32 years of experience in the finance industry.
Douglas Clancy (CRD# 5070195) is an Investment Advisor Representative working at Gibbs Wealth Management, LLC in Roseville, CA and has over 17 years of experience in the finance industry.
Darrell Cleland (CRD# 4106404) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Roseville, CA and has over 24 years of experience in the finance industry.