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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
Tara Bokosky (CRD# 6916985) is an Investment Advisor Representative working at Sachi Financial Planning in Newport Beach, CA and has over 5 years of experience in the finance industry. Tara Bokosky 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.
Marc Boracchia (CRD# 6233887) is an Investment Advisor Representative working at Boracchia Wiviott Wealth Partners LLC in Palm Desert, CA and has over 9 years of experience in the finance industry.
Michael Borders (CRD# 4961654) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Palm Springs, CA and has over 18 years of experience in the finance industry.
Veronica Borders (CRD# 4047371) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Indian Wells, CA and has over 22 years of experience in the finance industry.
Vance Boucher (CRD# 2406602) is an Investment Advisor Representative working at Hardworking Capital Advisors, LLC in Palm Desert, CA and has over 30 years of experience in the finance industry.
Harmony Bozes Sherlock (CRD# 5820104) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Palm Desert, CA and has over 6 years of experience in the finance industry.
Bruce Branstine (CRD# 2239356) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Palm Desert, CA and has over 31 years of experience in the finance industry. Bruce Branstine 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.
Dylan Brennan (CRD# 4409676) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Indio, CA and has over 22 years of experience in the finance industry.
Max Briggs (CRD# 2737513) is an Investment Advisor Representative working at Flc Capital Advisors in Palm Desert, CA and has over 27 years of experience in the finance industry. Max Briggs 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.
Catherine Brown (CRD# 1332036) is an Investment Advisor Representative working at Independent Financial Group, LLC in Palm Desert, CA and has over 33 years of experience in the finance industry.