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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
Olusola Awofala (CRD# 2605349) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in San Francisco, CA and has over 28 years of experience in the finance industry.
Penny Bacharach (CRD# 1233412) is an Investment Advisor Representative working at Alpha Wealth Management And Planning LLC in Novato, CA and has over 38 years of experience in the finance industry. Penny Bacharach 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.
Barbara Bachelder (CRD# 2666806) is an Investment Advisor Representative working at Wealth By Design, LLC in Greenbrae, CA and has over 28 years of experience in the finance industry. Barbara Bachelder 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.
Timothy Bachmann (CRD# 2365069) is an Investment Advisor Representative working at Concourse Financial Group Advisors in San Anselmo, CA and has over 30 years of experience in the finance industry.
Sue Badgley (CRD# 1420644) is an Investment Advisor Representative working at Rockefeller Capital Management in San Francisco, CA and has over 32 years of experience in the finance industry.
James Baer (CRD# 1749788) is an Investment Advisor Representative working at Osborne Partners in San Francisco, CA and has over 34 years of experience in the finance industry.
Usman Bajwa (CRD# 5461947) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Francisco, CA and has over 15 years of experience in the finance industry.
Bret Baker (CRD# 4251844) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Francisco, CA and has over 23 years of experience in the finance industry.
John Baker (CRD# 2914008) is an Investment Advisor Representative working at Atlas Capital Advisors Inc. in San Francisco, CA and has over 17 years of experience in the finance industry.
Simon Baker (CRD# 2440645) is an Investment Advisor Representative working at Bakeravenue in San Francisco, CA and has over 30 years of experience in the finance industry.