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Distance Only Larkspur, CA
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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
Lesley Cannan (CRD# 4529270) is an Investment Advisor Representative working at Litman Gregory Wealth Management, LLC in Larkspur, CA and has over 13 years of experience in the finance industry. Lesley Cannan 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.
Gregg Clarke (CRD# 2430243) is an Investment Advisor Representative working at Meritas Wealth Management, LLC in Larkspur, CA and has 1 year of experience in the finance industry. Gregg Clarke 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.
Tiffani Clarke (CRD# 5660120) is an Investment Advisor Representative working at Meritas Wealth Management, LLC in Larkspur, CA and has over 15 years of experience in the finance industry.
Colin Drake (CRD# 4550311) is an Investment Advisor Representative working at Marin Financial Advisors LLC in Larkspur, CA and has 1 year of experience in the finance industry. Colin Drake 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.
Brian Frack (CRD# 6376742) is an Investment Advisor Representative working at United Capital Financial Advisors in Larkspur, CA and has over 9 years of experience in the finance industry. Brian Frack 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.
John Girton (CRD# 720093) is an Investment Advisor Representative working at Girton Capital Management, Inc. in Larkspur, CA and has over 36 years of experience in the finance industry.
Cheryl Gross (CRD# 6134763) is an Investment Advisor Representative working at Raub Brock Capital Management, LP in Larkspur, CA and has over 7 years of experience in the finance industry. Cheryl Gross 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 Guerrerio (CRD# 844567) is an Investment Advisor Representative working at Litman Gregory Wealth Management, LLC in Larkspur, CA and has over 38 years of experience in the finance industry.
Charles Haynor (CRD# 1689289) is an Investment Advisor Representative working at United Capital Financial Advisors in Larkspur, CA and has 1 year of experience in the finance industry.
Karl Hoagland (CRD# 2053990) is an Investment Advisor Representative working at Longview Investment Management in Larkspur, CA and has over 33 years of experience in the finance industry.