-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Meredeth Bertacco (CRD# 5967650) is an Investment Advisor Representative working at Edward Jones in Sebastopol, CA and has over 12 years of experience in the finance industry. Meredeth Bertacco 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.
Jason Black (CRD# 5732610) is an Investment Advisor Representative working at Edward Jones in Santa Rosa, CA and has over 14 years of experience in the finance industry.
Gregory Block (CRD# 2330891) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Santa Rosa, CA and has over 23 years of experience in the finance industry.
Stephen Block (CRD# 4584035) is an Investment Advisor Representative working at Zrc Wealth Management, LLC in Santa Rosa, CA and has 1 year of experience in the finance industry.
Steven Boggs (CRD# 1643689) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Santa Rosa, CA and has over 32 years of experience in the finance industry.
Anthony Borba Jr (CRD# 6856662) is an Investment Advisor Representative working at Breen Wealth Management, LLC in Petaluma, CA and has over 6 years of experience in the finance industry.
Lauren Boyes (CRD# 6001568) is an Investment Advisor Representative working at Abacus Wealth Partners in Sebastopol, CA and has over 7 years of experience in the finance industry.
Raymond Bramer (CRD# 28691) is an Investment Advisor Representative working at Arbor Point Advisors in Santa Rosa, CA and has over 36 years of experience in the finance industry.
Randolph Breaux (CRD# 2408889) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bodega Bay, CA and has over 30 years of experience in the finance industry.