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
Curtiss Deoliveira (CRD# 2194759) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Turlock, CA and has over 26 years of experience in the finance industry. Curtiss Deoliveira 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.
Robert Burkhart (CRD# 4991946) is an Investment Advisor Representative working at Global Retirement Partners LLC in Morgan Hill, CA and has over 12 years of experience in the finance industry.