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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
Matthew Buenafe (CRD# 6783389) is an Investment Advisor Representative working at Compound Planning in New York, NY and has over 6 years of experience in the finance industry.
Jeffrey Cagan (CRD# 1033858) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Paramus, NJ and has over 42 years of experience in the finance industry.
Darren Canada (CRD# 1935924) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Hemet, CA and has over 29 years of experience in the finance industry. Darren Canada 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.
Luis Carrera (CRD# 5125973) is an Investment Advisor Representative working at Lpl Financial LLC in La Quinta, CA and has over 17 years of experience in the finance industry.
Brent Carroll (CRD# 2087733) is an Investment Advisor Representative working at Planmember Securities Corporation in La Quinta, CA and has over 23 years of experience in the finance industry.
Christian Choi (CRD# 2397382) is an Investment Advisor Representative working at Relion Assets Management, LLC in Rancho Mirage, CA and has over 22 years of experience in the finance industry. Christian Choi 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.
Young Chung (CRD# 2835165) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Palm Desert, CA and has over 27 years of experience in the finance industry.
Christopher Clapinski (CRD# 5322161) is an Investment Advisor Representative working at Cuso Financial Services in Hemet, CA and has over 16 years of experience in the finance industry.
Allan Clark (CRD# 1004171) is an Investment Advisor Representative working at Lincoln Investment in Indio, CA and has over 42 years of experience in the finance industry.
Ruairi Clerkin (CRD# 5140041) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Indian Wells, CA and has over 17 years of experience in the finance industry.