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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
Mark Lucci (CRD# 7395576) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in Irvine, CA and has 1 year of experience in the finance industry. Mark Lucci 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.
Joseph Marshall (CRD# 7247489) is an Investment Advisor Representative working at Coastal Capital Advisors in Irvine, CA and has over 4 years of experience in the finance industry.
Suzanne Muniz (CRD# 5492419) is an Investment Advisor Representative working at Ais Asset Management in Irvine, CA and has over 15 years of experience in the finance industry. Suzanne Muniz 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.
Jeffrey Myers (CRD# 7868363) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Irvine, CA and has 1 year of experience in the finance industry.
Michelle Nguyen (CRD# 4274275) is an Investment Advisor Representative working at Sonrisa Investment Management, LLC in Irvine, CA and has over 23 years of experience in the finance industry.
Christopher Obyrne (CRD# 2543245) is an Investment Advisor Representative working at Tactical Equity Partners, LLC in Irvine, CA and has over 29 years of experience in the finance industry.
Niza Oun-Nguyen (CRD# 5098028) is an Investment Advisor Representative working at Mariner Wealth in Irvine, CA and has over 3 years of experience in the finance industry.
Francisco Pantoja (CRD# 1974066) is an Investment Advisor Representative working at Fjp Portfolio Management in Irvine, CA and has over 30 years of experience in the finance industry.
Noah Taylor (CRD# 6255604) is an Investment Advisor Representative working at Nct Advisors in Irvine, CA and has 1 year of experience in the finance industry.
Brandon is the Managing Partner at AWM Capital. Brandon loves the impact that he can have on the lives of the clients that he works with and supporting them in their growth whether that’s as an athlete or in building a company.
In 2016, Brandon was named by Investment News as one the top 40 financial advisers in the industry under age 40.
Before AWM, Brandon served as an assistant vice president with Union Bank’s Northern California Corporate Banking team. Earlier, he was a professional athlete having been drafted by the Houston Astros out of UCLA. While at UCLA, Brandon was the team’s...