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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
John Cleary (CRD# 2118432) is an Investment Advisor Representative working at Lpl Financial LLC in El Cerrito, CA and has over 32 years of experience in the finance industry.
Jason Draut (CRD# 6357125) is an Investment Advisor Representative working at Harborlight Investments, LLC in El Cerrito, CA and has over 10 years of experience in the finance industry. Jason Draut 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.
Daryoosh Khalilollahi (CRD# 4827597) is an Investment Advisor Representative working at Dabk Financial Planning Services in El Cerrito, CA and has over 19 years of experience in the finance industry. Daryoosh Khalilollahi 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.
Allan Moskowitz (CRD# 2103510) is fee-only Investment Advisor Representative working at Affirmative Wealth Management in El Cerrito, CA and has over 25 years of experience in the finance industry. Allan Moskowitz has been a Certified Financial Planner (CFP®) since 1992. 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 Fiduciary Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice...
Richard Patrick (CRD# 4546296) is an Investment Advisor Representative working at Sowell Management in El Cerrito, CA and has over 21 years of experience in the finance industry.
Christopher Sheehy (CRD# 5264526) is an Investment Advisor Representative working at Harborlight Investments, LLC in El Cerrito, CA and has over 12 years of experience in the finance industry. Christopher Sheehy 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.
Mark Sifling (CRD# 4080932) is an Investment Advisor Representative working at Simple Life Financial in El Cerrito, CA and has over 23 years of experience in the finance industry. Mark Sifling 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.
Vivian Tsai (CRD# 4416958) is an Investment Advisor Representative working at Advice And Planning Services in El Cerrito, CA and has over 22 years of experience in the finance industry.
Sakae Wada (CRD# 5326008) is an Investment Advisor Representative working at Wada Capital Management, LLC in El Cerrito, CA and has over 16 years of experience in the finance industry.
Di Wu (CRD# 6901486) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in El Cerrito, CA and has over 5 years of experience in the finance industry.