-
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
Brandon Grundy (CRD# 4687607) is an Investment Advisor Representative working at Ridgeview Financial Planning in Santa Rosa, CA and has over 20 years of experience in the finance industry. Brandon Grundy 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.
Zachary Hagen (CRD# 4536481) is an Investment Advisor Representative working at Zh Wealth Management, LLC in Healdsburg, CA and has over 21 years of experience in the finance industry. Zachary Hagen 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.
James Hague (CRD# 2974990) is an Investment Advisor Representative working at Janian Investment Advisers, LLC in Santa Rosa, CA and has over 11 years of experience in the finance industry.
Timothy Hanson (CRD# 1192920) is an Investment Advisor Representative working at Edward Jones in Santa Rosa, CA and has over 24 years of experience in the finance industry.
Janet Hart (CRD# 2137359) is an Investment Advisor Representative working at Commonwealth Financial Network in Santa Rosa, CA and has over 28 years of experience in the finance industry. Janet Hart 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.
Gilbert Hawkins (CRD# 240165) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa, CA and has 1 year of experience in the finance industry.
Scott Holder (CRD# 2427353) is an Investment Advisor Representative working at Edward Jones in Santa Rosa, CA and has over 30 years of experience in the finance industry.
David Homan (CRD# 6180968) is an Investment Advisor Representative working at Willow Creek Wealth Management, Inc. in Sebastopol, CA and has 1 year of experience in the finance industry. David Homan 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.
Brett Howard (CRD# 4624492) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Santa Rosa, CA and has over 21 years of experience in the finance industry.