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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
Barbara Gruenwald (CRD# 5314793) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Napa, CA and has over 16 years of experience in the finance industry.
Rhonda Hacker (CRD# 3188673) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Napa, CA and has over 12 years of experience in the finance industry.
John Harrington (CRD# 1004916) is an Investment Advisor Representative working at Harrington Investments, Inc. in Napa, CA and has over 42 years of experience in the finance industry.
Christopher Harris (CRD# 6851333) is an Investment Advisor Representative working at Financial Advocates Investment Management in Napa, CA and has over 6 years of experience in the finance industry.
John Heflebower (CRD# 2000072) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Napa, CA and has over 34 years of experience in the finance industry.
Ron Herring (CRD# 1569655) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Napa, CA and has over 36 years of experience in the finance industry.
Mark Hill (CRD# 4920229) is an Investment Advisor Representative working at Dedora Capital, Inc. in Napa, CA and has over 19 years of experience in the finance industry. Mark Hill 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.
William Hjerpe (CRD# 1643036) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Napa, CA and has over 30 years of experience in the finance industry.
Timothy Horton (CRD# 2209749) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Napa, CA and has over 32 years of experience in the finance industry.
Matthew Hoskins (CRD# 5399636) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Napa, CA and has over 16 years of experience in the finance industry.