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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
Scott Clements (CRD# 5455970) is an Investment Advisor Representative working at Cavu Wealth Management in Lakeside, CA and has over 16 years of experience in the finance industry.
Brian Dawidowicz (CRD# 4473563) is an Investment Advisor Representative working at Osaic Wealth, Inc. in La Mesa, CA and has over 22 years of experience in the finance industry. Brian Dawidowicz 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.
Christine Dellacato (CRD# 1922775) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in La Mesa, CA and has over 34 years of experience in the finance industry.
Charles Denherder (CRD# 5506488) is an Investment Advisor Representative working at Cavu Wealth Management in Lakeside, CA and has over 15 years of experience in the finance industry.
Cory Denherder (CRD# 6783964) is an Investment Advisor Representative working at Cavu Wealth Management in Lakeside, CA and has over 6 years of experience in the finance industry. Cory Denherder 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.
Raymond Dexter (CRD# 1373943) is an Investment Advisor Representative working at Lpl Financial LLC in La Mesa, CA and has over 37 years of experience in the finance industry.
Darlene Diehl (CRD# 2388733) is an Investment Advisor Representative working at Edward Jones in Ramona, CA and has over 19 years of experience in the finance industry.
Steven Farrington (CRD# 5624776) is an Investment Advisor Representative working at Esi Financial Services, Inc. in La Mesa, CA and has 1 year of experience in the finance industry. Steven Farrington 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.
Anthony Ferreira (CRD# 4586955) is an Investment Advisor Representative working at Worthpointe in Ramona, CA and has over 21 years of experience in the finance industry. Anthony Ferreira 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.
Andrew Ferrette (CRD# 5622291) is an Investment Advisor Representative working at Creative Planning in La Mesa, CA and has over 10 years of experience in the finance industry. Andrew Ferrette 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.