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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
Stephen Mantzouris (CRD# 4616409) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Oakland, CA and has over 21 years of experience in the finance industry.
Roland Martin (CRD# 6085052) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Oakland, CA and has over 11 years of experience in the finance industry.
Zlatko Martinic (CRD# 2879524) is an Investment Advisor Representative working at Gamma Investing LLC in Oakland, CA and has over 23 years of experience in the finance industry.
Adam McNulty (CRD# 1859417) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Oakland, CA and has over 35 years of experience in the finance industry. Adam McNulty 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.
Jocelyn Mortensen (CRD# 2037329) is an Investment Advisor Representative working at Public Resources Advisory Group in Oakland, CA and has over 29 years of experience in the finance industry.
Douglas Nisen (CRD# 5607289) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oakland, CA and has over 14 years of experience in the finance industry.
Sean O'toole (CRD# 6989605) is an Investment Advisor Representative working at Maverick Ltc, LLC in Oakland, CA and has over 5 years of experience in the finance industry.
Catherine Oliver (CRD# 4701596) is an Investment Advisor Representative working at Forusall in Oakland, CA and has over 20 years of experience in the finance industry.
Benjamin Packard (CRD# 6932393) is an Investment Advisor Representative working at Lula Financial in Oakland, CA and has over 6 years of experience in the finance industry.
Frank Pare (CRD# 2098302) is an Investment Advisor Representative working at Pf Wealth Management Group, LLC in Oakland, CA and has over 32 years of experience in the finance industry. Frank Pare 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.