-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Jeffery Brookshire (CRD# 2964215) is an Investment Advisor Representative working at Pacific Wealth Strategies Group, Inc. in Santa Barbara, CA and has over 26 years of experience in the finance industry. Jeffery Brookshire 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.
Aaron Brown (CRD# 4864142) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Santa Barbara, CA and has over 19 years of experience in the finance industry.
Stephanie Bruno (CRD# 2952200) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 20 years of experience in the finance industry. Stephanie Bruno 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.
Rachel Burkley (CRD# 6495701) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Barbara, CA and has over 8 years of experience in the finance industry.
Frederick Burrows (CRD# 1092723) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Santa Barbara, CA and has over 41 years of experience in the finance industry.
Hannah Buschbom (CRD# 5752976) is an Investment Advisor Representative working at The Ameriflex Group in Santa Barbara, CA and has over 12 years of experience in the finance industry. Hannah Buschbom 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.
Cathy Cash (CRD# 2812913) is an Investment Advisor Representative working at Morton Wealth in Santa Barbara, CA and has over 21 years of experience in the finance industry.
Nick Cassidy (CRD# 5211863) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Barbara, CA and has over 17 years of experience in the finance industry.
David Catalfimo (CRD# 1743565) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Barbara, CA and has over 36 years of experience in the finance industry.
Jeffery Chaffin (CRD# 6786003) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Santa Barbara, CA and has over 6 years of experience in the finance industry.