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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
Robert Christiansen (CRD# 4051344) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Concord, CA and has over 22 years of experience in the finance industry.
Dante Cioni (CRD# 4439168) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Pleasant Hill, CA and has over 22 years of experience in the finance industry.
Gordon Clakley (CRD# 1422251) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Walnut Creek, CA and has over 38 years of experience in the finance industry.
Eric Clark (CRD# 2573554) is an Investment Advisor Representative working at Accuvest Global Advisors, Inc. in Walnut Creek, CA and has over 29 years of experience in the finance industry.
Chadwick Clarke (CRD# 6623867) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Napa, CA and has over 5 years of experience in the finance industry.
Sunandan Clerk (CRD# 6457600) is an Investment Advisor Representative working at Dhamma Capital in Walnut Creek, CA and has over 8 years of experience in the finance industry. Sunandan Clerk 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.
Romain Clerou (CRD# 1694524) is an Investment Advisor Representative working at Romain Walsh Clerou Professional Investment Mgmt in Napa, CA and has over 13 years of experience in the finance industry.
Mila Coffey (CRD# 2854349) is an Investment Advisor Representative working at Avantax Advisory Services in Richmond, CA and has over 27 years of experience in the finance industry. Mila Coffey 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.
Gary Cohen (CRD# 5971589) is an Investment Advisor Representative working at Archer Pointe Wealth Management, LLC in Davis, CA and has over 12 years of experience in the finance industry. Gary Cohen 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.
Randall Colombo (CRD# 814115) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Walnut Creek, CA and has over 31 years of experience in the finance industry.