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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
Bruce Nollenberger (CRD# 823846) is an Investment Advisor Representative working at Nollenberger Mccullough Investment Advisors LLC in Mill Valley, CA and has over 43 years of experience in the finance industry.
Katie O'connor (CRD# 6260799) is an Investment Advisor Representative working at Assembly Wealth in Mill Valley, CA and has over 10 years of experience in the finance industry.
Samuel Olesky (CRD# 1924112) is an Investment Advisor Representative working at Olesky Capital Management, LLC in Mill Valley, CA and has over 35 years of experience in the finance industry.
James Patrick (CRD# 2246411) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Mill Valley, CA and has over 29 years of experience in the finance industry.
Kyle Patrick (CRD# 6612102) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Mill Valley, CA and has over 7 years of experience in the finance industry.
Scott Peters (CRD# 1414526) is an Investment Advisor Representative working at Gordian Wealth Advisors, LLC in Mill Valley, CA and has over 38 years of experience in the finance industry.
Reno Petrini (CRD# 4347673) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mill Valley, CA and has over 23 years of experience in the finance industry.
Michael Phippen (CRD# 3020686) is an Investment Advisor Representative working at Gordian Wealth Advisors, LLC in Mill Valley, CA and has over 22 years of experience in the finance industry.
Brian Proses (CRD# 6388165) is an Investment Advisor Representative working at Rational Investment Management, LLC in Mill Valley, CA and has 1 year of experience in the finance industry. Brian Proses 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.
Bruce Raabe (CRD# 2268947) is an Investment Advisor Representative working at Relevant Wealth Advisors, LLC in Mill Valley, CA and has over 31 years of experience in the finance industry.