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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
George McCuen (CRD# 1643713) is an Investment Advisor Representative working at Napa Wealth Management in Napa, CA and has over 31 years of experience in the finance industry. George McCuen 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.
Renee McLeod (CRD# 3022393) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Napa, CA and has over 10 years of experience in the finance industry.
Diane McMinds (CRD# 2358956) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Napa, CA and has over 30 years of experience in the finance industry.
Erin McPhee (CRD# 2505514) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Napa, CA and has over 23 years of experience in the finance industry.
John Mills (CRD# 5036845) is an Investment Advisor Representative working at Mariner Independent in Napa, CA and has over 16 years of experience in the finance industry.
Janet Mlynar (CRD# 1012094) is an Investment Advisor Representative working at Lpl Financial LLC in Napa, CA and has over 33 years of experience in the finance industry. Janet Mlynar 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.
Brian Monske (CRD# 4592318) is an Investment Advisor Representative working at Lpl Financial LLC in Napa, CA and has over 18 years of experience in the finance industry.
Monique Moreno (CRD# 5375986) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Napa, CA and has over 12 years of experience in the finance industry.
Kirk Mulligan (CRD# 824077) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Napa, CA and has over 35 years of experience in the finance industry.
John Negrete (CRD# 5654139) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Napa, CA and has over 13 years of experience in the finance industry.