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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
Nancy Epstein (CRD# 2845155) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Oakland, CA and has over 27 years of experience in the finance industry. Nancy Epstein 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.
Cathleen Espos (CRD# 3033141) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Oakland, CA and has over 23 years of experience in the finance industry.
Travis Fields (CRD# 5704147) is an Investment Advisor Representative working at Acruence Capital, LLC in Oakland, CA and has over 8 years of experience in the finance industry.
James Frazin (CRD# 4660444) is an Investment Advisor Representative working at Communitas Financial Planning Pbc in Oakland, CA and has 1 year of experience in the finance industry. James Frazin 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.
Lucille Freedman (CRD# 1598754) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oakland, CA and has over 32 years of experience in the finance industry.
Joseph Fuqua (CRD# 1852295) is an Investment Advisor Representative working at Granite Capital in Oakland, CA and has over 17 years of experience in the finance industry.
Nicholas Garcia (CRD# 6091282) is an Investment Advisor Representative working at Compound Planning in Oakland, CA and has over 11 years of experience in the finance industry.
Larry Ginsburg (CRD# 731003) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Oakland, CA and has over 37 years of experience in the finance industry. Larry Ginsburg 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.
Stanislav Godsky (CRD# 6561579) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Oakland, CA and has over 8 years of experience in the finance industry. Stanislav Godsky 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.
Jing-yang Guo (CRD# 4540465) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Oakland, CA and has over 21 years of experience in the finance industry.