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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
Christopher Baum (CRD# 6146336) is an Investment Advisor Representative working at Coastal Capital Advisors in Irvine, CA and has over 11 years of experience in the finance industry.
Michael Dekovner (CRD# 2134948) is an Investment Advisor Representative working at Mrd, Inc. in Irvine, CA and has over 24 years of experience in the finance industry. Michael Dekovner 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.
Aalok Devkota (CRD# 6723711) is an Investment Advisor Representative working at Devkota Capital Advisors in Irvine, CA and has over 8 years of experience in the finance industry.
Gregory Giles (CRD# 5081420) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Irvine, CA and has over 13 years of experience in the finance industry.
Mark Goldfinger (CRD# 4921926) is an Investment Advisor Representative working at Stonehenge Retirement Planners in Irvine, CA and has over 18 years of experience in the finance industry.
Don Hilario (CRD# 5038289) is an Investment Advisor Representative working at Hilpan Moxie Wealth Management, LLC in Irvine, CA and has over 18 years of experience in the finance industry. Don Hilario 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.
Mahesh Jain (CRD# 6951859) is an Investment Advisor Representative working at Kuber Investments in Irvine, CA and has over 5 years of experience in the finance industry.
Li Jiang (CRD# 6547566) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Irvine, CA and has over 8 years of experience in the finance industry.
Vladimir Kouznetsov (CRD# 6297202) is an Investment Advisor Representative working at Retegy LLC in Irvine, CA and has over 10 years of experience in the finance industry. Vladimir Kouznetsov 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.
Kevin Lam (CRD# 2200755) is an Investment Advisor Representative working at Eldridge Street Asset Management, LLC in Irvine, CA and has over 32 years of experience in the finance industry.