Distance Metro area (25 miles)
- 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
James Skorheim (CRD# 6384003) is an Investment Advisor Representative working at Dorman Skorheim Wealth Management LLC in Laguna Niguel, CA. Mr. Skorheim is a Certified Public Accountant (CPA Lic# 122409) and Certified Valuation Analyst (CVA# 61431) at the public accounting firm of Skorheim & Associates, AAC in Laguna Niguel, CA.
I started contributing to my firm's 401(k) plan early and have already seen the many benefits that come with early planning and investing. I love helping others navigate the financial markets. I enjoy helping others look at their overall financial picture from...
Obed Islas (CRD# 5853257) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Ladera Ranch, CA and has over 5 years of experience in the finance industry.
Chester Needelman (CRD# 2070905) is an Investment Advisor Representative working at Needelman Asset Management Inc. in Ladera Ranch, CA and has over 26 years of experience in the finance industry.
Gary Gordon (CRD# 4572155) is an Investment Advisor Representative working at Pacific Park Financial, Inc. in Ladera Ranch, CA and has 1 year of experience in the finance industry. Gary Gordon 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.