Distance Metro area (25 miles)
- 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
Thomas Bucklin (CRD# 3231718) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Newport News, VA and has over 20 years of experience in the finance industry.
Amanda Haack (CRD# 5602501) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Willamsburg, VA and has over 10 years of experience in the finance industry.
Robert Turner (CRD# 2303036) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Grafton, VA and has over 27 years of experience in the finance industry.
Oscar N. Alvarez (CRD# 2396863) is an Registered Investment Advisor in the state of Virginia and owner of Pathway Financial Planning, Inc. in Newport News, VA. Oscar has over 23 years of experience in the finance industry. Oscar Alvarez 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 putclients' interests first and comply with...
Daniel Joss (CRD# 4530542) is an Investment Advisor Representative working at the Joss Financial Group (JFG). JFG is a fee-only Wealth Management firm offering financial life planning and investment management services to a diverse group of clients. Current clients live in Arizona, District of Columbia, Florida, Hawaii, Maryland, Massachusetts, New Jersey, North Carolina, Pennsylvania, Virginia, and Washington state. They range from those in the greatest generation to generation Y, who represent the medical and legal professions; private, government, and non-profit sectors; entrepreneurs; business...
Comprehensive Financial Advice And Wealth Management In Virginia Beach, Virginia
We created our firm to take the complicated aspects of financial planning off our client’s plates. It’s our goal to help you feel confident and excited about your financial future, knowing that you have a solid plan. We understand how overwhelming it can be to navigate the financial world alone. Without a personalized plan and clear and concise guidance, it’s difficult to feel confident in your financial future. That’s why we take the time to get to know you and your goals before we dig into the numbers.
Sterling Brightman (CRD# 1780459) is an Investment Advisor Representative working at Axa Advisors, LLC in Yorktown, VA and has over 27 years of experience in the finance and insurance industry. I am extremely knowledgeable in Pension Distribution/Rollover Strategies and the Advanced Estate Planning. I conduct investment and financial planning seminars for local civic organizations and the military. I aIso conduct Continuing Education Credit seminars for local CPA’s and Attorney’s. I am well known among the Estate Planning Attorney’s in the area as a person very knowledgeable in Trust design...