Distance Metro area (25 miles)
- 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
Raquel Hinman (CRD# 2460856) is an Investment Advisor Representative working at Hinman Financial Planning, Inc. in Erie, CO and has over 18 years of experience in the finance industry. Raquel Hinman 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.
Brandon Lavalley (CRD# 6589069) is an Investment Advisor Representative at Targeted Wealth Solutions and has clients residing across the globe. He has a master's degree in financial planning and holds the professional credentials MPAS® (Master Planner Advanced Studies). Brandon has worked for Targeted Wealth Solutions as an advisor since 2014. He graduated from the US Air Force Academy in 2003 and flew fighter jets for over a decade prior to Co-founding Targeted Wealth Solutions. He specializes in helping individuals, veterans, and small business owners with complex financial planning problems....
Brian Bertsch (CRD# 3089263) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Erie, CO and has over 17 years of experience in the finance industry.