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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
Charmin Wu (CRD# 4633293) is an Investment Advisor Representative working at Avantax Advisory Services in Newport Beach, CA and has over 20 years of experience in the finance industry.
Shane Braasch (CRD# 6127208) is an Investment Advisor Representative working at Perceptual Wealth in Newport Beach, CA and has over 3 years of experience in the finance industry.
Neil Mason (CRD# 7842641) is an Investment Advisor Representative working at Eden Financial in Newport Beach, CA and has 1 year of experience in the finance industry.
Janelle Metzger (CRD# 7149819) is an Investment Advisor Representative working at Aneuvia Capital in Newport Beach, CA and has over 4 years of experience in the finance industry.
Jared Metzger (CRD# 6827961) is an Investment Advisor Representative working at Aneuvia Capital in Newport Beach, CA and has over 4 years of experience in the finance industry.
Henry Miketa (CRD# 7245235) is an Investment Advisor Representative working at Athos Capital Advisors in Newport Beach, CA and has over 3 years of experience in the finance industry.
Thomas Naughton (CRD# 7446641) is an Investment Advisor Representative working at Cognitive Investments LLC in Newport Beach, CA and has over 8 years of experience in the finance industry.
Brian Smith (CRD# 5166566) is an Investment Advisor Representative working at Axis Point Capital in Newport Beach, CA and has over 17 years of experience in the finance industry.
Margaret Smith (CRD# 5251058) is an Investment Advisor Representative working at Prosperity Liftoff LLC in Newport Beach, CA and has over 21 years of experience in the finance industry. Margaret Smith 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.
Bruce Welte (CRD# 2894767) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Newport Beach, CA and has over 26 years of experience in the finance industry.