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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
Adriana Buenrostro (CRD# 7604592) is an Investment Advisor Representative working at Chimera Wealth in Gold River, CA and has 1 year of experience in the finance industry.
Austin Collins (CRD# 7205961) is an Investment Advisor Representative working at Desert Capital Management Group, Inc. in Gold River, CA and has over 4 years of experience in the finance industry.
Jeremias Deo-Villagran (CRD# 6957808) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Gold River, CA and has over 3 years of experience in the finance industry.
Will Jones (CRD# 4517526) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Gold River, CA and has over 21 years of experience in the finance industry.
Brian Moland (CRD# 1278987) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Gold River, CA and has over 26 years of experience in the finance industry.
Steven Peritore (CRD# 7360109) is an Investment Advisor Representative working at Chimera Wealth in Gold River, CA and has 1 year of experience in the finance industry.
Matt Tinker (CRD# 7520451) is an Investment Advisor Representative working at Edward Jones in Gold River, CA and has 1 year of experience in the finance industry.
Jason Bell (CRD# 2464546) is an Investment Advisor Representative working at Capital Planning Advisors LLC in Roseville, CA and has over 29 years of experience in the finance industry.
Conrad Aarseth (CRD# 5156625) is an Investment Advisor Representative working at Dynamic Wealth Strategies, LLC in Granite Bay, CA and has over 16 years of experience in the finance industry. Conrad Aarseth 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.
Brian Abad (CRD# 2923073) is an Investment Advisor Representative working at Captrust in Sacramento, CA and has over 23 years of experience in the finance industry.