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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
Lee Rosenblum (CRD# 6160585) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Gold River, CA and has over 11 years of experience in the finance industry.
Robert Roth (CRD# 1897551) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Gold River, CA and has over 20 years of experience in the finance industry.
Thomas Sharp (CRD# 1623353) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Gold River, CA and has over 30 years of experience in the finance industry.
Edward Smelich (CRD# 2561139) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Gold River, CA and has over 29 years of experience in the finance industry.
Sally Tamano (CRD# 1993133) is an Investment Advisor Representative working at Gold Coast Securities, Inc. in Gold River, CA and has over 32 years of experience in the finance industry.
Edmardo Tomei (CRD# 4338243) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Gold River, CA and has over 22 years of experience in the finance industry. Edmardo Tomei 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.
Dragana Turkalj (CRD# 5327978) is an Investment Advisor Representative working at Gold Coast Securities, Inc. in Gold River, CA and has over 16 years of experience in the finance industry.
Howard Wolfson (CRD# 2154266) is an Investment Advisor Representative working at Gold Coast Securities, Inc. in Gold River, CA and has over 25 years of experience in the finance industry.
Steven Zeller (CRD# 2675922) is an Investment Advisor Representative working at Commonwealth Financial Network in Gold River, CA and has over 28 years of experience in the finance industry. Steven Zeller 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.
Robert Britschgi (CRD# 7323376) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gold River, CA and has 1 year of experience in the finance industry.