Distance Metro area (25 miles)
- 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
Stephen Eppich (CRD# 1454349) is an Investment Advisor Representative working at Liberty Partners Capital Management, LLC in Westlake, OH and has over 30 years of experience in the finance industry. Stephen Eppich 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 putclients' interests first and comply with the Financial Planning...
Joseph Arnold (CRD# 4322124) is a Financial Advisor working at National Planning Corporation ("npc Of America" In Fl & Ny)/Foundation Wealth Advisors, LLC in Westlake, OH and has over 15 years of experience in the finance industry.
Kent Klingshirn (CRD# 5515744) is an Investment Advisor Representative working at Klingshirn Investment Advisors, LLC in Medina, OH and has over 16 years of experience in the insurance / finance industry.
Timothy Marcinek (CRD# 5905733) is an Investment Advisor Representative working at Cornerstone Wealth Management in Westlake, Ohio. He has 20 years of experience in the financial services industry, including the past 13 years working in the wealth management field.
Tim provides comprehensive financial planning to Cornerstone's clients. His goal is to provide peace of mind and to free them from the stress of making complex and often confusing financial decisions.
These services include Retirement Planning, Investment Management, College Savings Plans, Income Tax Planning, Estate Planning,...