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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
Paul Knoblich (CRD# 1447147) is an Investment Advisor Representative working at Independent Financial Group, LLC in Calistoga, CA and has over 27 years of experience in the finance industry. Paul Knoblich 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.
Ryan Kosakura (CRD# 6427822) 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.
Michelle Lang-Payne (CRD# 1938385) is an Investment Advisor Representative working at Gwn Securities Inc. in Healdsburg, CA and has over 13 years of experience in the finance industry. Michelle Lang-Payne 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.
Julie Lynch (CRD# 6047121) is an Investment Advisor Representative working at Cuso Financial Services in Santa Rosa, CA and has over 11 years of experience in the finance industry.
James Maresca (CRD# 1610953) is an Investment Advisor Representative working at Lpl Financial LLC in Guerneville, CA and has over 15 years of experience in the finance industry.
Clark Matthiessen (CRD# 3146599) is an Investment Advisor Representative working at Cuso Financial Services in Santa Rosa, CA and has over 25 years of experience in the finance industry. Clark Matthiessen 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.
Anthea Maybury (CRD# 5515386) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa, CA and has over 15 years of experience in the finance industry.
Douglas Mazzucco (CRD# 2442597) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saint Helena, CA and has over 30 years of experience in the finance industry.
Robert McAllister (CRD# 1239436) is an Investment Advisor Representative working at Lpl Financial LLC in Lakeport, CA and has over 33 years of experience in the finance industry.
Drake Medeiros (CRD# 6226094) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Santa Rosa, CA and has over 9 years of experience in the finance industry.