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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
Brian Callahan (CRD# 5798175) is an Investment Advisor Representative working at Fisher Investments in Martinez, CA and has over 13 years of experience in the finance industry. Brian Callahan 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.
Yvonne Ceresa (CRD# 2248520) is an Investment Advisor Representative working at Edward Jones in Martinez, CA and has over 21 years of experience in the finance industry.
Waicheuk Chan (CRD# 2028479) is an Investment Advisor Representative working at Equitable Advisors, LLC in Martinez, CA and has over 29 years of experience in the finance industry.
Roger Escobar (CRD# 6231420) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Martinez, CA and has over 9 years of experience in the finance industry.
Michael Felton (CRD# 2161119) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Martinez, CA and has over 25 years of experience in the finance industry.
Essam Ibrahim (CRD# 2873500) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Martinez, CA and has over 27 years of experience in the finance industry.
Jeffrey Samson (CRD# 1695633) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Martinez, CA and has over 23 years of experience in the finance industry.
Tonu Viitas (CRD# 4600002) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Martinez, CA and has over 21 years of experience in the finance industry.
Michelle Allman (CRD# 5630318) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Martinez, CA and has over 15 years of experience in the finance industry.