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, MPAS (CRD# 6589069) is an Investment Advisor Representative working at Targeted Wealth Solutions in New Braunfels, TX and Colorado Springs , CO. He has 2 years of experience in the finance industry.
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.