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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
John Creech (CRD# 2701745) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Oakland, CA and has over 26 years of experience in the finance industry.
Cassandra Cummings (CRD# 5106659) is an Investment Advisor Representative working at Rc Wealth Management in Oakland, CA and has over 17 years of experience in the finance industry.
Catherine Curtis (CRD# 1644947) is an Investment Advisor Representative working at Curtis Financial Planning in Oakland, CA and has 1 year of experience in the finance industry. Catherine Curtis 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.
Shams Deitrick (CRD# 4090122) is an Investment Advisor Representative working at Morgan Stanley in Oakland, CA and has over 24 years of experience in the finance industry. Shams Deitrick 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.
Matthew Del Junco (CRD# 6335590) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Oakland, CA and has over 9 years of experience in the finance industry.
Nicholas Del Junco (CRD# 6901061) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Oakland, CA and has over 5 years of experience in the finance industry.
H Drobenaire (CRD# 1569191) is an Investment Advisor Representative working at Falcon Bridge Capital in Oakland, CA and has over 36 years of experience in the finance industry.
Katharine Earhart (CRD# 2223366) is an Investment Advisor Representative working at Fairlight Advisors in Oakland, CA and has over 10 years of experience in the finance industry.
Gillette Edmunds (CRD# 5831495) is an Investment Advisor Representative working at Rockridge Money Management LLC in Oakland, CA and has over 13 years of experience in the finance industry.
David Ellman (CRD# 4306592) is an Investment Advisor Representative working at Lpl Financial LLC in Oakland, CA and has over 23 years of experience in the finance industry.