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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
John Giffin (CRD# 1244271) is an Investment Advisor Representative working at Lpl Financial LLC in Petaluma, CA and has over 40 years of experience in the finance industry.
Jason Gittins (CRD# 2798508) 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. Jason Gittins 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.
Richard Giusti (CRD# 4960971) is an Investment Advisor Representative working at Giusti, Richard John in Petaluma, CA and has over 23 years of experience in the finance industry.
William Glascock (CRD# 6983190) is an Investment Advisor Representative working at Edward Jones in Santa Rosa, CA and has over 5 years of experience in the finance industry.
Bijan Golkar (CRD# 5814146) is an Investment Advisor Representative working at Fpc Investment Advisory, Inc. in Petaluma, CA and has over 13 years of experience in the finance industry. Bijan Golkar 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.
Benjamin Gongora (CRD# 4098484) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Rosa, CA and has over 24 years of experience in the finance industry.
Kenneth Gott (CRD# 4364789) is an Investment Advisor Representative working at Meritas Wealth Management, LLC in Santa Rosa, CA and has 1 year of experience in the finance industry. Kenneth Gott 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.
Kevin Goulding (CRD# 7017074) is an Investment Advisor Representative working at Zrc Wealth Management, LLC in Santa Rosa, CA and has over 5 years of experience in the finance industry. Kevin Goulding 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.
Dolph Green (CRD# 1724292) is an Investment Advisor Representative working at Edward Jones in Cloverdale, CA and has over 36 years of experience in the finance industry. Dolph Green 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.
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.