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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
Jason Siedle (CRD# 5371425) is an Investment Advisor Representative working at Litman Gregory Wealth Management, LLC in Larkspur, CA and has over 16 years of experience in the finance industry.
Tanya Steinhofer (CRD# 4012338) is an Investment Advisor Representative working at Redwood Grove Wealth Management in Larkspur, CA and has over 24 years of experience in the finance industry. Tanya Steinhofer 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.
David Tarantino (CRD# 1886426) is an Investment Advisor Representative working at Portico Wealth Advisors, LLC in Larkspur, CA and has over 29 years of experience in the finance industry.
John Vreeland (CRD# 2242242) is an Investment Advisor Representative working at Fairlead Financial Advisors, LLC in Larkspur, CA and has over 31 years of experience in the finance industry. John Vreeland 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.
Christopher Wheaton (CRD# 2461422) is an Investment Advisor Representative working at Litman Gregory Wealth Management, LLC in Larkspur, CA and has over 30 years of experience in the finance industry. Christopher Wheaton 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 Williams (CRD# 2382758) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Larkspur, CA and has over 30 years of experience in the finance industry.
Marcus Alphin (CRD# 5616155) 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.
Jon Ardell (CRD# 7698049) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Larkspur, CA and has 1 year of experience in the finance industry.
Jennifer Bahi (CRD# 7673573) is an Investment Advisor Representative working at Meritas Wealth Management, LLC in Larkspur, CA and has 1 year of experience in the finance industry. Jennifer Bahi 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.
Brandon Gunderson (CRD# 7589110) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Larkspur, CA and has 1 year of experience in the finance industry.