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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
Stephen Swarbrick (CRD# 2444058) is an Investment Advisor Representative working at Osaic Wealth, Inc. in El Dorado Hills, CA and has over 29 years of experience in the finance industry.
Neal Takahashi (CRD# 5320064) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in El Dorado Hills, CA and has over 16 years of experience in the finance industry.
Stefanus Ten Brink (CRD# 5902795) is an Investment Advisor Representative working at Van Hulzen Financial Advisors in El Dorado Hills, CA and has over 12 years of experience in the finance industry.
Christopher Torchiana (CRD# 2998317) is an Investment Advisor Representative working at Continuum Financial Partners, LLC in El Dorado Hills, CA and has over 26 years of experience in the finance industry. Christopher Torchiana 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.
Phuoc Van (CRD# 7006310) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in El Dorado Hills, CA and has over 5 years of experience in the finance industry.
Craig Vanhulzen (CRD# 2468474) is an Investment Advisor Representative working at Van Hulzen Financial Advisors in El Dorado Hills, CA and has over 30 years of experience in the finance industry.
David Waldrop (CRD# 4214855) is an Investment Advisor Representative working at Bridgeview Capital Advisors, Inc. in El Dorado Hills, CA and has over 23 years of experience in the finance industry. David Waldrop 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 Wilcox (CRD# 6427017) is an Investment Advisor Representative working at Mdc Financial Research, LLC in El Dorado Hills, CA and has over 9 years of experience in the finance industry.
Nicole Zetouna (CRD# 2578691) is an Investment Advisor Representative working at Van Hulzen Financial Advisors in El Dorado Hills, CA and has over 29 years of experience in the finance industry.
John Zezini (CRD# 2657153) is an Investment Advisor Representative working at Genovese, Burford, & Brothers, in Sacramento, CA and has over 20 years of experience in the finance industry.