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Distance Only Mill Valley, CA
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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
Robert Horowitz (CRD# 2595723) is an Investment Advisor Representative working at Robert Horowitz Wealth Management in Mill Valley, CA and has over 29 years of experience in the finance industry.
Nicolle Hudachek (CRD# 4798617) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Mill Valley, CA and has over 18 years of experience in the finance industry.
Courtney Hutchinson (CRD# 3266799) is an Investment Advisor Representative working at Waypoint Wealth Partners in Mill Valley, CA and has over 18 years of experience in the finance industry. Courtney Hutchinson 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.
Douglas Hutchinson (CRD# 4920279) is an Investment Advisor Representative working at Assembly Wealth in Mill Valley, CA and has 1 year of experience in the finance industry.
Brandon Intrater (CRD# 5633812) is an Investment Advisor Representative working at Vivaldi Capital Management LP in Mill Valley, CA and has over 15 years of experience in the finance industry.
Richard Intrater (CRD# 709118) is an Investment Advisor Representative working at Vivaldi Capital Management LP in Mill Valley, CA and has over 43 years of experience in the finance industry.
Vanessa Jilot (CRD# 5350507) is an Investment Advisor Representative working at Commonwealth Financial Network in Mill Valley, CA and has over 15 years of experience in the finance industry. Vanessa Jilot 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.
Candice Jones (CRD# 3061604) is an Investment Advisor Representative working at Commonwealth Financial Network in Mill Valley, CA and has over 15 years of experience in the finance industry.
Marian Jung (CRD# 1481834) is an Investment Advisor Representative working at Aspirean Wealth, LLC in Mill Valley, CA and has over 15 years of experience in the finance industry.
Andrew Larson (CRD# 5388078) is an Investment Advisor Representative working at Federated Securities Corp. in Mill Valley, CA and has over 16 years of experience in the finance industry.