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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
William Finnegan (CRD# 2523170) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lafayette, CA and has over 24 years of experience in the finance industry.
Eric Flett (CRD# 2635352) is an Investment Advisor Representative working at Concentric Wealth Management LLC in Lafayette, CA and has 1 year of experience in the finance industry.
Brian Frazier (CRD# 1508930) is an Investment Advisor Representative working at Adero Partners, LLC in Lafayette, CA and has over 20 years of experience in the finance industry.
Wayne Freeman (CRD# 2179333) is an Investment Advisor Representative working at Dixon Financial Services in Lafayette, CA and has over 32 years of experience in the finance industry.
Jaime Fukumae (CRD# 3111937) is an Investment Advisor Representative working at Lpl Financial LLC in Lafayette, CA and has over 25 years of experience in the finance industry. Jaime Fukumae 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.
Adam Gallegos (CRD# 4444399) is an Investment Advisor Representative working at The Foundation Investment Group in Lafayette, CA and has over 22 years of experience in the finance industry.
James Gebhardt (CRD# 2737003) is an Investment Advisor Representative working at Gebhardt Group, Inc. in Lafayette, CA and has over 27 years of experience in the finance industry. James Gebhardt 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.
Robert Gentry (CRD# 1397169) is an Investment Advisor Representative working at Stewart & Patten Co LLC in Lafayette, CA and has over 25 years of experience in the finance industry.
Valerie Gospodarek (CRD# 5154478) is an Investment Advisor Representative working at Vg Financial Consulting, LLC in Lafayette, CA and has 1 year of experience in the finance industry.
Matthew Grishman (CRD# 2733954) is an Investment Advisor Representative working at Gebhardt Group, Inc. in Lafayette, CA and has over 27 years of experience in the finance industry.