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Distance Only Oakland, CA
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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
Vanessa Donaville (CRD# 2286105) is an Investment Advisor Representative working at In Touch Financial Services in Oakland, CA and has over 31 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.
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.
Naomi Evans-Jalloh (CRD# 4615350) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oakland, CA and has over 21 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.