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Distance Only Encinitas, CA
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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
Sheldon Goldman (CRD# 2437093) is an Investment Advisor Representative working at Goldman Wealth Management in Encinitas, CA and has over 30 years of experience in the finance industry. Sheldon Goldman 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.
Omar Gomez-Dominguez (CRD# 5905232) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Encinitas, CA and has over 7 years of experience in the finance industry.
Katelin Harlan (CRD# 6249749) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Encinitas, CA and has over 10 years of experience in the finance industry.
Brian Howarth (CRD# 5744020) is an Investment Advisor Representative working at Principal Securities, Inc. in Encinitas, CA and has over 14 years of experience in the finance industry.
Sean Kelly (CRD# 5043096) is an Investment Advisor Representative working at Kelly Financial Group LLC in Encinitas, CA and has over 18 years of experience in the finance industry. Sean Kelly 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 Kohn (CRD# 1560021) is an Investment Advisor Representative working at Lpl Financial LLC in Encinitas, CA and has over 31 years of experience in the finance industry.
Francisco Maldonado (CRD# 4968030) is an Investment Advisor Representative working at Global Vantage Wealth Management in Encinitas, CA and has over 18 years of experience in the finance industry. Francisco Maldonado 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.
David Mathias (CRD# 6913165) is an Investment Advisor Representative working at Lpl Financial LLC in Encinitas, CA and has over 5 years of experience in the finance industry. David Mathias 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.
Brendan McNamara (CRD# 4792767) is an Investment Advisor Representative working at Lpl Financial LLC in Encinitas, CA and has over 19 years of experience in the finance industry.
Christopher Melton (CRD# 1061804) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Encinitas, CA and has over 39 years of experience in the finance industry. Christopher Melton 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.