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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
Gerald Creech (CRD# 6668227) is an Investment Advisor Representative working at Heritage Inc. in Discovery Bay, CA and has over 7 years of experience in the finance industry.
Raymond Gibson (CRD# 1641400) is an Investment Advisor Representative working at Equitable Advisors, LLC in Discovery Bay, CA and has over 25 years of experience in the finance industry.
Dennis Park (CRD# 2019933) is an Investment Advisor Representative working at Epsilon Financial Group, Inc. in Discovery Bay, CA and has over 33 years of experience in the finance industry.
Greg Hullen (CRD# 5525268) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Discovery Bay, CA and has over 15 years of experience in the finance industry.
Samantha Smith-Carsey (CRD# 6188401) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Discovery Bay, CA and has over 10 years of experience in the finance industry.
Theodore Lew (CRD# 3262592) is an Investment Advisor Representative working at Captrust in San Ramon, CA and has over 15 years of experience in the finance industry. Theodore Lew 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.
Daniel Leonard (CRD# 2055289) is an Investment Advisor Representative working at Powering Your Retirement in San Ramon, CA and has over 11 years of experience in the finance industry. Daniel Leonard 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 Aaron (CRD# 5567930) is an Investment Advisor Representative working at Avantax Advisory Services in Brentwood, CA and has over 15 years of experience in the finance industry.
Frank Abigana (CRD# 4586809) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Livermore, CA and has over 12 years of experience in the finance industry.
Dana Aboud (CRD# 5395196) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 16 years of experience in the finance industry.