-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Daniel Horgan (CRD# 1620034) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Newport Beach, CA and has over 37 years of experience in the finance industry.
James Skorheim (CRD# 6384003) is an Investment Advisor Representative working at Dorman Skorheim Wealth Management LLC in Laguna Niguel, CA. Mr. Skorheim is a Certified Public Accountant (CPA Lic# 122409) and Certified Valuation Analyst (CVA# 61431) at the public accounting firm of Skorheim & Associates, AAC in Laguna Niguel, CA.
I started contributing to my firm's 401(k) plan early and have already seen the many benefits that come with early planning and investing. I love helping others navigate the financial markets. I enjoy helping others look at their overall financial picture from...
Edward Arcilla (CRD# 5631066) is an Investment Advisor Representative working at Lpl Financial LLC in Garden Grove, CA and has over 9 years of experience in the finance industry.
Jesse Bucio (CRD# 5605919) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Garden Grove, CA and has over 15 years of experience in the finance industry.
Monica Chandra (CRD# 4736611) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Garden Grove, CA and has over 19 years of experience in the finance industry. Monica Chandra 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.
Johnny Do (CRD# 6099658) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Garden Grove, CA and has over 11 years of experience in the finance industry.
Michael Gennawey (CRD# 5141484) is an Investment Advisor Representative working at Lpl Financial LLC in Garden Grove, CA and has over 17 years of experience in the finance industry.
Jonathan Glant (CRD# 5806842) is an Investment Advisor Representative working at Edward Jones in Garden Grove, CA and has over 12 years of experience in the finance industry.
Cherie Jones (CRD# 4519306) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Garden Grove, CA and has over 21 years of experience in the finance industry. Cherie Jones 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.
Jody Knutsen (CRD# 6546586) is an Investment Advisor Representative working at First Command Advisory Services in Garden Grove, CA and has over 8 years of experience in the finance industry.