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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
George Wehrfritz (CRD# 5737710) is an Investment Advisor Representative working at Saratoga Research & Investment Management in Salinas, CA and has over 14 years of experience in the finance industry.
Michael Willis (CRD# 1699677) is an Investment Advisor Representative working at Lpl Financial LLC in Marina, CA and has over 29 years of experience in the finance industry.
William Yates (CRD# 1223302) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Corralitos, CA and has over 40 years of experience in the finance industry.
Eric Andresen (CRD# 6961074) is an Investment Advisor Representative working at Andresen & Associates Inc. in Salinas, CA and has over 2 years of experience in the finance industry.
Cody Beaumont (CRD# 7620711) is an Investment Advisor Representative working at Hfg Advisors, Inc. in Gilroy, CA and has 1 year of experience in the finance industry. Cody Beaumont 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.
James Bergis (CRD# 7224789) is an Investment Advisor Representative working at Authentikos Wealth Advisory LLC in Morgan Hill, CA and has over 4 years of experience in the finance industry.
Gonzalo Bravo (CRD# 6279941) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Salinas, CA and has over 10 years of experience in the finance industry.
Ignacio Ceniceros (CRD# 6428242) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gilroy, CA and has over 9 years of experience in the finance industry.
Jose Cerda (CRD# 7080971) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Salinas, CA and has over 5 years of experience in the finance industry.
Salvador Cervantes Esquivel (CRD# 7386817) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Salinas, CA and has over 2 years of experience in the finance industry.