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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 Davis (CRD# 4157021) is an Investment Advisor Representative working at Zrc Wealth Management, LLC in Santa Rosa, CA and has over 23 years of experience in the finance industry. John Davis 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 Davis (CRD# 4945104) is an Investment Advisor Representative working at Morgan Stanley in Santa Rosa, CA and has over 18 years of experience in the finance industry.
Matthew Delaney (CRD# 4691572) is an Investment Advisor Representative working at Jdh Wealth Management, LLC in Santa Rosa, CA and has over 20 years of experience in the finance industry.
Thomas Drake (CRD# 3154324) is an Investment Advisor Representative working at Integritas Semper, LLC in Windsor, CA and has over 25 years of experience in the finance industry.
Robert Duffield (CRD# 5592999) is an Investment Advisor Representative working at Edward Jones in Santa Rosa, CA and has over 15 years of experience in the finance industry.
Nanette Dutcher (CRD# 3036092) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lakeport, CA and has over 23 years of experience in the finance industry.
Norman Eisley (CRD# 5069092) is an Investment Advisor Representative working at Edward Jones in Santa Rosa, CA and has over 18 years of experience in the finance industry.
Judith Enochs (CRD# 2426911) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Santa Rosa, CA and has over 29 years of experience in the finance industry.
Sharon Evans (CRD# 6272003) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Santa Rosa, CA and has over 10 years of experience in the finance industry.
Robert Fitzwilson (CRD# 4342690) is an Investment Advisor Representative working at The Portola Group Inc. in Calistoga, CA and has 1 year of experience in the finance industry.