Distance Metro area (25 miles)
- 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
Jeffrey Bogart (CRD# 2049796) is an Investment Advisor Representative working at Jeffrey A Bogart Investment Advisor in Mayfield Heights, OH and has over 25 years of experience in the finance industry.
Margie Carpenter (CRD# 2303342) is an Investment Advisor Representative working at Bell Tower Advisors, LLC in Chagrin Falls, OH and has over 19 years of experience in the finance industry. Margie Carpenter 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.
Craig Steinbrink (CRD# 4345672) is an Investment Advisor Representative working at St. Clair Advisors, LLC in Mayfield Heights, OH and has over 15 years of experience in the finance industry.
St. Clair Advisors is a multi-family office serving the broad financial needs of a select group of wealthy families, successful business owners and corporate executives. Our services include investment advisory, tax planning/preparation and wealth transfer planning.
Our typical client wants an objective, holistic approach to wealth management - one that integrates income tax preparation and planning...