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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
Gary Boatman (CRD# 5699740) is an Investment Advisor Representative working at Boatman Wealth Management, LLC in Monessen, PA and has 1 year of experience in the finance industry. Gary Boatman 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 Kopko (CRD# 5235579) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Monessen, PA and has over 11 years of experience in the finance industry.
Brad Bond (CRD# 2790023) is an Investment Advisor Representative working at C.B. Bond Financial Planning, Inc. in Export, PA, a suburb of Pittsburgh. He has over 19 years of experience in the finance industry. Mr. Bond has taken additional exams to become a Certified Financial Planner (CFP®) Practitioner. 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...
Christopher McMahon (CRD# 1637681) is an Investment Advisor Representative working at MFA Wealth Advisors, in Pittsburgh, PA and has over 25 years of experience in the finance industry.
Joseph Salpietro (CRD# 2857692) is an Investment Advisor Representative working at XPYRIA Investment Advisors, Inc. in Pittsburgh, PA and has over 25 years of experience in the finance industry.
Ryan DeCaro (CRD# 5746734) is an Investment Advisor Representative working at Xpyria Investment Advisors, Inc. in Pittsburgh, PA and has over 6 years of experience in the finance industry.
Mr. DeCaro is a member of the Firm’s investment research group where he assists in conducting in-depth investment research that is instrumental in the construction, maintenance, and management of client portfolios. This research includes the procurement of primary data via direct investment manager interviews as well as analyzing information from our extensive data resources.
Mr. DeCaro joined...
Michael Giammatteo (CRD# 2768433) is a Principal and Investment Strategist of XPYRIA Investment Advisors, Inc. in Pittsburgh, PA. He has 20 years of experience in the finance industry. He has been with XPYRIA Investment Advisors (nee Yanni & Company) since 1999.
Mr. Giammatteo provides independent guidence to clients in all matters financial. With a focus on helping successful professionals and business owners to prepare for retirement; business transitions to maximize the value built in the company; prepare the next generation for the responsibility of wealth and family values; and preservation...