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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
Alexander Assaley (CRD# 5056243) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 18 years of experience in the finance industry.
Theodore Athans (CRD# 3164104) is an Investment Advisor Representative working at Wealthspring in Santa Rosa, CA and has over 25 years of experience in the finance industry. Theodore Athans 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 Atkins (CRD# 850616) is an Investment Advisor Representative working at Alpha Wealth Management And Planning LLC in Santa Rosa, CA and has over 38 years of experience in the finance industry.
Kelly Ausburn (CRD# 5857571) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 13 years of experience in the finance industry. Kelly Ausburn 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.
Evan Avery (CRD# 6665626) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 7 years of experience in the finance industry. Evan Avery 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.
Mark Baca (CRD# 1455005) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Concord, CA and has over 26 years of experience in the finance industry.
Penny Bacharach (CRD# 1233412) is an Investment Advisor Representative working at Alpha Wealth Management And Planning LLC in Novato, CA and has over 38 years of experience in the finance industry. Penny Bacharach 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.
Timothy Bachmann (CRD# 2365069) is an Investment Advisor Representative working at Concourse Financial Group Advisors in San Anselmo, CA and has over 30 years of experience in the finance industry.
Michael Bagley (CRD# 1644740) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa, CA and has over 26 years of experience in the finance industry. Michael Bagley 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.
Guneet Bains-Ajmani (CRD# 4287062) is an Investment Advisor Representative working at Lpl Financial LLC in Vacaville, CA and has over 23 years of experience in the finance industry.