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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
Craig Strassell (CRD# 5120233) is an Investment Advisor Representative working at Lpl Financial LLC in Pittsfield, MA and has over 17 years of experience in the finance industry.
Matthew Sweet (CRD# 2086238) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Goshen, CT and has over 22 years of experience in the finance industry.
Travis Tazawa (CRD# 5867568) is an Investment Advisor Representative working at Fiscal Wisdom Wealth Management LLC in Canton, CT and has over 13 years of experience in the finance industry. Travis Tazawa 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.
Nathan Tomkiewicz (CRD# 6837450) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Dalton, MA and has over 6 years of experience in the finance industry.
Kenneth Whitestone (CRD# 1669822) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Pittsfield, MA and has over 36 years of experience in the finance industry.
Edward Zaik (CRD# 2115492) is an Investment Advisor Representative working at Equitable Advisors, LLC in Valatie, NY and has over 32 years of experience in the finance industry.
Michael Zamboni (CRD# 3215419) is an Investment Advisor Representative working at Lpl Financial LLC in Pittsfield, MA and has over 23 years of experience in the finance industry.
James Zien (CRD# 1758878) is an Investment Advisor Representative working at Commonwealth Financial Network in Lee, MA and has over 35 years of experience in the finance industry. James Zien 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.
Matthew Chester (CRD# 6174330) is an Investment Advisor Representative working at Tableaux Wealth in Stockbridge, MA and has over 11 years of experience in the finance industry. Matthew Chester 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.
Elizabeth Ariazi (CRD# 5602541) is an Investment Advisor Representative working at Eagle Strategies LLC in Pittsfield, MA and has over 15 years of experience in the finance industry.