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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
Thomas Nowrouzi (CRD# 6822542) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Larkspur, CA and has over 4 years of experience in the finance industry.
Anjanette Pena (CRD# 2391923) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Larkspur, CA and has over 7 years of experience in the finance industry.
Jess Perez (CRD# 5540549) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Larkspur, CA and has over 15 years of experience in the finance industry.
Charles Joseph (Joe) Ramos (CRD# 1613649) is an Investment Advisor Representative at Private Capital Management, Inc. in Larkspur, CA and has over 27 years of experience in wealth management. Joe Ramos 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...
David Raub (CRD# 2104260) is an Investment Advisor Representative working at Raub Brock Capital Management, LP in Larkspur, CA and has over 27 years of experience in the finance industry.
Jacqueline Remar (CRD# 7008423) is an Investment Advisor Representative working at Meritas Wealth Management, LLC in Larkspur, CA and has 1 year of experience in the finance industry. Jacqueline Remar 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.
Eric Richards (CRD# 5009204) is an Investment Advisor Representative working at Raub Brock Capital Management, LP in Larkspur, CA and has over 18 years of experience in the finance industry.
Kimberly Rosati (CRD# 2856820) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Larkspur, CA and has over 27 years of experience in the finance industry.
Adam Schneiberg (CRD# 2169983) is an Investment Advisor Representative working at Shepherd Street Advisors in Larkspur, CA and has over 32 years of experience in the finance industry.
Kam Shadan (CRD# 2597579) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Larkspur, CA and has over 28 years of experience in the finance industry.