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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
Stephanie Bruno (CRD# 2952200) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 20 years of experience in the finance industry. Stephanie Bruno 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.
Philip Bullard (CRD# 5092821) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Ventura, CA and has over 17 years of experience in the finance industry.
Rachel Burkley (CRD# 6495701) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Barbara, CA and has over 8 years of experience in the finance industry.
Frederick Burrows (CRD# 1092723) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Santa Barbara, CA and has over 41 years of experience in the finance industry.
Hannah Buschbom (CRD# 5752976) is an Investment Advisor Representative working at The Ameriflex Group in Santa Barbara, CA and has over 12 years of experience in the finance industry. Hannah Buschbom 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.
Lawrence Bushey (CRD# 2182637) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Ventura, CA and has over 32 years of experience in the finance industry.
Steve Caltagirone (CRD# 3227269) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 24 years of experience in the finance industry. Steve Caltagirone 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.
Thomas Carroll (CRD# 2765011) is an Investment Advisor Representative working at Verus Capital Partners, LLC in Ventura, CA and has over 27 years of experience in the finance industry.
Cathy Cash (CRD# 2812913) is an Investment Advisor Representative working at Morton Wealth in Santa Barbara, CA and has over 21 years of experience in the finance industry.
Nick Cassidy (CRD# 5211863) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Barbara, CA and has over 17 years of experience in the finance industry.