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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
Stacy Borek (CRD# 4700708) is an Investment Advisor Representative working at Capital B Financial Planning, LLC in Santa Barbara, CA and has over 11 years of experience in the finance industry. Stacy Borek 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.
Andrea Borgioli (CRD# 5233627) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Barbara, CA and has over 5 years of experience in the finance industry.
Erika Borman (CRD# 2746585) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 27 years of experience in the finance industry.
David Botwinick (CRD# 1364511) is an Investment Advisor Representative working at Lpl Financial LLC in Oxnard, CA and has over 23 years of experience in the finance industry.
Jean-Luc Bourdon, CPA, PFS (CRD# 5238953) is a principal and Investment Advisor Representative working at Brightpath Wealth Planning, LLC in Santa Barbara, CA and has over 10 years of experience in the finance industry.
As a financial planner who obtained the PFS credential exclusive to CPAs specialized in personal finance, Jean-Luc follows the Statements on Standards in Personal Financial Planning Services (SSPFPS) issued by the American Institute of CPAs (AICPA). The SSPFPS are enforced in California by the California Board of Accountancy.
Jean-Luc has a BS in Business Administration...
Kevin Bourke (CRD# 1660351) is an Investment Advisor Representative working at Bourke Wealth Management in Santa Barbara, CA and has over 29 years of experience in the finance industry. Kevin Bourke 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.
Stacie Bowman (CRD# 2428621) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 30 years of experience in the finance industry.
Marvin Boxdorfer (CRD# 1585872) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 37 years of experience in the finance industry.
Mark Brenner (CRD# 1361210) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Santa Barbara, CA and has over 39 years of experience in the finance industry.
Anna-christina Brockschmidt (CRD# 6317269) is an Investment Advisor Representative working at Pacific Financial Strategies, Inc. in Thousand Oaks, CA and has over 8 years of experience in the finance industry.