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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
Brianna Ferguson (CRD# 5998189) is an Investment Advisor Representative working at Cerro Pacific Wealth Advisors, LLC in San Luis Obispo, CA and has over 10 years of experience in the finance industry. Brianna Ferguson 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.
Jessica Fetcho (CRD# 4421634) is an Investment Advisor Representative working at Edward Jones in Pismo Beach, CA and has over 10 years of experience in the finance industry.
Harry Fischer (CRD# 829238) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in San Luis Obispo, CA and has over 34 years of experience in the finance industry.
Bryan Foronjy (CRD# 4978922) is an Investment Advisor Representative working with Strategic Wealth Advisors Group and doing business as Foronjy Financial in San Luis Obispo and Santa Barbara Counties with over 10 years of experience in the financial services industry.
David Gaddis (CRD# 4423703) is an Investment Advisor Representative working at Edward Jones in Pismo Beach, CA and has over 22 years of experience in the finance industry.
Deborah Garza (CRD# 2544045) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Luis Obispo, CA and has over 29 years of experience in the finance industry.
Peter Giannini (CRD# 4584734) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Luis Obispo, CA and has over 21 years of experience in the finance industry.
Randall Giorgi (CRD# 1403544) is an Investment Advisor Representative working at Eagle Strategies LLC in Santa Maria, CA and has over 12 years of experience in the finance industry. Randall Giorgi 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.
Bradley Goodwin (CRD# 2543519) is an Investment Advisor Representative working at San Luis Wealth Advisors in San Luis Obispo, CA and has over 29 years of experience in the finance industry.
Michael Gorbell (CRD# 4938433) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Orcutt, CA and has over 17 years of experience in the finance industry.