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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
Charles Daniels (CRD# 2474079) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Napa, CA and has over 29 years of experience in the finance industry.
Dena Debenedetti (CRD# 1660537) is an Investment Advisor Representative working at Lpl Financial LLC in Napa, CA and has over 34 years of experience in the finance industry.
Paul Dedora (CRD# 2721762) is an Investment Advisor Representative working at Dedora Capital, Inc. in Napa, CA and has over 27 years of experience in the finance industry. Paul Dedora 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 Duncan (CRD# 2505873) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Napa, CA and has over 8 years of experience in the finance industry.
Daniel Dwyer (CRD# 1336595) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in Napa, CA and has over 39 years of experience in the finance industry.
Mark Erwin (CRD# 3039639) is an Investment Advisor Representative working at Commonwealth Financial Network in Napa, CA and has over 25 years of experience in the finance industry.
Jeffrey Field (CRD# 5471318) is an Investment Advisor Representative working at Harrington Investments, Inc. in Napa, CA and has over 15 years of experience in the finance industry.
Kathryn Fitzgerald (CRD# 1411000) is an Investment Advisor Representative working at Mml Investors Services, LLC in Napa, CA and has over 33 years of experience in the finance industry. Kathryn Fitzgerald 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.
Justin Gomez (CRD# 6542543) is an Investment Advisor Representative working at Edward Jones in Napa, CA and has over 8 years of experience in the finance industry.
Eric Gonzales (CRD# 3118485) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Napa, CA and has over 25 years of experience in the finance industry.