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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®).
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 14 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 19 years of experience in the finance industry.
Paula Hart (CRD# 3198068) is an Investment Advisor Representative working at Lpl Financial LLC in Irvine, CA and has over 25 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®).
Mahesh Jain (CRD# 6951859) is an Investment Advisor Representative working at Kuber Investments in Irvine, CA and has over 6 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®).
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.