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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
Daniel Horgan (CRD# 1620034) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Newport Beach, CA and has over 37 years of experience in the finance industry.
Dan Ohlwiler (CRD# 1020995) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Mission Viejo, CA and has over 16 years of experience in the finance industry.
Eugene Okoreeh (CRD# 5523991) is an Investment Advisor Representative working at Primerica Advisors in Mission Viejo, CA and has over 15 years of experience in the finance industry.
Tracy Olson (CRD# 2270789) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 30 years of experience in the finance industry.
Jason Ong (CRD# 6820988) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Mission Viejo, CA and has over 5 years of experience in the finance industry.
David Owens (CRD# 5467403) is an Investment Advisor Representative working at Owens Investment Advisors LLC in Mission Viejo, CA and has over 16 years of experience in the finance industry.
Eric Owens (CRD# 6780201) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mission Viejo, CA and has over 6 years of experience in the finance industry.
Robert Padilla (CRD# 2258617) is an Investment Advisor Representative working at Redefine Financial in Mission Viejo, CA and has over 31 years of experience in the finance industry. Robert Padilla 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.
Robert Pagliarini (CRD# 2818701) is an Investment Advisor Representative working at Pacifica Wealth Advisors, Inc. in Mission Viejo, CA and has over 27 years of experience in the finance industry. Robert Pagliarini 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.
Tori Patrick (CRD# 5162321) is an Investment Advisor Representative working at Lpl Financial LLC in Mission Viejo, CA and has over 17 years of experience in the finance industry.
Jason Payne (CRD# 6499981) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Mission Viejo, CA and has over 8 years of experience in the finance industry. Jason Payne 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.