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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
Summer Ramos (CRD# 7302955) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Larkspur, CA and has over 3 years of experience in the finance industry. Summer 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 Standards.
Daniel Rasmus (CRD# 7710098) 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.
Philip Rice (CRD# 1757365) is an Investment Advisor Representative working at Warm Springs Advisors Inc. in Larkspur, CA and has over 13 years of experience in the finance industry.
Matthew Richardson (CRD# 6219018) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Larkspur, CA and has over 10 years of experience in the finance industry.
Molly Rinefort (CRD# 7169786) 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.
Stanislav Rudoi (CRD# 7659800) is an Investment Advisor Representative working at Rudoi S.r.l. in Larkspur, CA and has 1 year of experience in the finance industry.
Gustavo Sanchez (CRD# 7824935) 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.
Gregory Sommer (CRD# 5494878) is an Investment Advisor Representative working at Raub Brock Capital Management, LP in Larkspur, CA and has over 15 years of experience in the finance industry.
Bradley Stephens (CRD# 2296026) is an Investment Advisor Representative working at Tamalpais Asset Management in Larkspur, CA and has over 5 years of experience in the finance industry.
Patrick Tinucci (CRD# 6070850) is an Investment Advisor Representative working at Raub Brock Capital Management, LP in Larkspur, CA and has over 8 years of experience in the finance industry.