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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
Joseph D'amore (CRD# 5979817) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Hope, PA and has over 8 years of experience in the finance industry.
Courtney Durham (CRD# 6664554) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has over 4 years of experience in the finance industry. Courtney Durham 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.
Kimberly Evans (CRD# 7535060) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has 1 year of experience in the finance industry. Kimberly Evans 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.
Jack Gawason (CRD# 7782997) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has 1 year of experience in the finance industry.
Najeedah Ghias (CRD# 6971514) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has over 4 years of experience in the finance industry. Najeedah Ghias 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.
Alaina Gilbert (CRD# 5356560) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has over 4 years of experience in the finance industry. Alaina Gilbert 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 Hansen (CRD# 7310906) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has over 6 years of experience in the finance industry. Brian Hansen 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.
John Helvie (CRD# 7519312) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has over 2 years of experience in the finance industry.
Benjamin Herman (CRD# 7763256) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has 1 year of experience in the finance industry.
Joseph Houk (CRD# 7455119) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has 1 year of experience in the finance industry.