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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
Barbara Chown (CRD# 2266737) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Santa Rosa, CA and has over 31 years of experience in the finance industry. Barbara Chown 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.
Alexander Clark (CRD# 6992471) is an Investment Advisor Representative working at Commonwealth Financial Network in Santa Rosa, CA and has over 5 years of experience in the finance industry.
Richard Clarke (CRD# 4621807) is an Investment Advisor Representative working at Zrc Wealth Management, LLC in Santa Rosa, CA and has over 24 years of experience in the finance industry.
Russell Clifford (CRD# 2537734) is an Investment Advisor Representative working at Clifford Financial Planning, Inc. in Santa Rosa, CA and has over 29 years of experience in the finance industry. Russell Clifford 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.
Aleia Coate (CRD# 2992578) is an Investment Advisor Representative working at Edward Jones in Sebastopol, CA and has over 26 years of experience in the finance industry.
Teresa Coleman (CRD# 4654757) is an Investment Advisor Representative working at Creekside Partners in Petaluma, CA and has over 20 years of experience in the finance industry.
John Cort (CRD# 5727496) is an Investment Advisor Representative working at Compass Wealth Advisors in Petaluma, CA and has over 13 years of experience in the finance industry.
Jane Costello (CRD# 6184790) is an Investment Advisor Representative working at Edward Jones in Santa Rosa, CA and has over 10 years of experience in the finance industry.
Jeffrey Cote (CRD# 2675995) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Rosa, CA and has over 25 years of experience in the finance industry.
Katherine Crim (CRD# 4336455) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Santa Rosa, CA and has over 23 years of experience in the finance industry.