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Distance Only Ontario, 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
Michael Jensen (CRD# 5848722) is an Investment Advisor Representative working at Falcon Wealth Planning, Inc. in Ontario, CA and has over 11 years of experience in the finance industry. Michael Jensen 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.
Ruth John (CRD# 6124564) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Ontario, CA and has over 11 years of experience in the finance industry.
Roxanne Jones (CRD# 2433541) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Ontario, CA and has over 30 years of experience in the finance industry.
Lena Kaloostian (CRD# 5391090) is an Investment Advisor Representative working at Trinity Capital Management, LLC in Ontario, CA and has over 11 years of experience in the finance industry.
Thomas Kirkpatrick (CRD# 1284916) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Ontario, CA and has over 21 years of experience in the finance industry.
Stacie Leake (CRD# 5856127) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ontario, CA and has over 13 years of experience in the finance industry.
Malik Mallory (CRD# 6738444) is an Investment Advisor Representative working at Lpl Financial LLC in Ontario, CA and has over 7 years of experience in the finance industry.
Kevin Mayo (CRD# 2975814) is an Investment Advisor Representative working at Falcon Wealth Planning, Inc. in Ontario, CA and has over 26 years of experience in the finance industry. Kevin Mayo 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.
Gary Mendoza (CRD# 6140454) is an Investment Advisor Representative working at Cuso Financial Services in Ontario, CA and has over 11 years of experience in the finance industry.
David Miller (CRD# 5663240) is an Investment Advisor Representative working at Prudential Financial Planning Services in Ontario, CA and has over 15 years of experience in the finance industry. David Miller 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.