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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
Rebecca Chacko (CRD# 4509445) is an Investment Advisor Representative working at Chacko-hertz Financial Solutions LLC in Ninole, HI and has over 22 years of experience in the finance industry. Rebecca Chacko 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.
Richard Jeffery (CRD# 813255) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Kamuela, HI and has over 41 years of experience in the finance industry. Richard Jeffery 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 Kennedy (CRD# 1411950) is an Investment Advisor Representative working at Edward Jones in Kamuela, HI and has over 38 years of experience in the finance industry.
Joy Oh (CRD# 6031149) is an Investment Advisor Representative working at Mariner Wealth in Ookala, HI and has over 11 years of experience in the finance industry.
Andrew Spitz (CRD# 2926265) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kamuela, HI and has over 26 years of experience in the finance industry.
Kari Clark (CRD# 4428828) is an Investment Advisor Representative working at Stadia Financial LLC in Kamuela, HI and has over 22 years of experience in the finance industry.