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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 Young (CRD# 1920065) is an Investment Advisor Representative working at Meridian Investment Counsel, Inc. in Lafayette, CA and has over 34 years of experience in the finance industry.
Donna Zinman (CRD# 2223112) is an Investment Advisor Representative working at Capital Advantage, Inc. in Lafayette, CA and has over 27 years of experience in the finance industry.
Dawnalizabeth Henke (CRD# 5012266) is an Investment Advisor Representative working at Capital Advantage, Inc. in Lafayette, CA and has over 23 years of experience in the finance industry.
Vince Affinito (CRD# 1573794) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lafayette, CA and has over 26 years of experience in the finance industry.
Cory Degraaf (CRD# 7007450) is an Investment Advisor Representative working at Dixon Financial Services in Lafayette, CA and has 1 year of experience in the finance industry.
Li Lu (CRD# 6466577) is an Investment Advisor Representative working at Inceptionr LLC in Lafayette, CA and has over 3 years of experience in the finance industry.
Noah Rodriguez (CRD# 6998250) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Lafayette, CA and has over 5 years of experience in the finance industry.
Anita Singh (CRD# 4924334) is an Investment Advisor Representative working at Meridian Investment Counsel, Inc. in Lafayette, CA and has over 18 years of experience in the finance industry. Anita Singh 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.
Toan Ta (CRD# 6336916) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lafayette, CA and has 1 year of experience in the finance industry.