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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
Holly Utermoehlen (CRD# 5916851) is an Investment Advisor Representative working at Principal Securities, Inc. in Napa, CA and has over 12 years of experience in the finance industry.
Rebecca White (CRD# 4820643) is an Investment Advisor Representative working at Harrington Investments, Inc. in Napa, CA and has over 19 years of experience in the finance industry.
Ashlee Whittemore (CRD# 7383783) is an Investment Advisor Representative working at Morgan Stanley in Napa, CA and has 1 year of experience in the finance industry.
Marck Zuehlsdorff (CRD# 4673727) is an Investment Advisor Representative working at Lpl Financial LLC in Napa, CA and has over 4 years of experience in the finance industry.
Background: David believes in the liberating power of investing for the future, and its significance when striving for financial freedom. As a Financial Advisor, he pursues his two greatest passions: Personal financial planning, and helping others achieve their goals.
Principles: He applies the same diligence to his clients’ finances as he does for his own family. His financial advisory practice is guided by the following five principles: Stewardship, Wealth Management, Evidence-Based Investing, Continuous Learning & Financial Harmony.
Education: University of Southern California, MBA, Consortium...
Eric Abbott (CRD# 4110124) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Santa Rosa, CA and has over 24 years of experience in the finance industry.
Rodney Acord (CRD# 2675476) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Fairfield, CA and has over 28 years of experience in the finance industry.
Justin Adams (CRD# 4061665) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in San Rafael, CA and has over 24 years of experience in the finance industry.
Geoffrey Aden (CRD# 2169633) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Novato, CA and has over 32 years of experience in the finance industry.
Joseph Aiello (CRD# 1624046) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 37 years of experience in the finance industry.