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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
James Lombardo (CRD# 2128220) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Haddon Heights, NJ and has over 29 years of experience in the finance industry.
Christopher Michael (CRD# 6849006) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Haddon Heights, NJ and has over 6 years of experience in the finance industry.
Paul Pakstis (CRD# 2621923) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Haddon Heights, NJ and has over 13 years of experience in the finance industry.
Samuel Paolino (CRD# 2975557) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Haddon Heights, NJ and has over 25 years of experience in the finance industry.
John Rafter (CRD# 6260546) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Haddon Heights, NJ and has over 10 years of experience in the finance industry.
Kurt Ruoff (CRD# 5432756) is an Investment Advisor Representative working at Cypress Financial Planning in Haddon Heights, NJ and has over 12 years of experience in the finance industry. Kurt Ruoff 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.
Michael Tash (CRD# 3083238) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Haddon Heights, NJ and has over 25 years of experience in the finance industry.
Stephanie Wade (CRD# 2414567) is an Investment Advisor Representative working at The Ameriflex Group in Haddon Heights, NJ and has over 30 years of experience in the finance industry.
Donald Webb (CRD# 1190830) is an Investment Advisor Representative working at Webb Financial Planning LLC in Haddon Heights, NJ and has over 40 years of experience in the finance industry.
Scott Wight (CRD# 2096712) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Haddon Heights, NJ and has over 33 years of experience in the finance industry. Scott Wight 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.