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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
Christopher Rick (CRD# 5828957) is an Investment Advisor Representative working at Keystone Private Wealth in Palm Desert, CA and has over 13 years of experience in the finance industry. Christopher Rick 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.
Christian Risenmay (CRD# 4534437) is an Investment Advisor Representative working at Cypress Wealth Services, LLC in Palm Desert, CA and has over 21 years of experience in the finance industry. Christian Risenmay 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.
Valerie Rivera (CRD# 2712722) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Palm Desert, CA and has over 18 years of experience in the finance industry.
Bruce Robbins (CRD# 1309339) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Palm Desert, CA and has over 39 years of experience in the finance industry.
Kristine Rodarte (CRD# 5860370) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Palm Desert, CA and has over 12 years of experience in the finance industry.
Joseph Romano (CRD# 4140354) is an Investment Advisor Representative working at Fortem Financial Group, LLC in Palm Desert, CA and has over 23 years of experience in the finance industry.
Kimberly Safoyan (CRD# 2195014) is an Investment Advisor Representative working at The Wealth Consulting Group in Palm Desert, CA and has over 32 years of experience in the finance industry.
Nolan Saini (CRD# 6338152) is an Investment Advisor Representative working at Desert Financial Planning in Palm Desert, CA and has over 9 years of experience in the finance industry. Nolan Saini 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.
Penny Salamida (CRD# 2475366) is an Investment Advisor Representative working at Cypress Wealth Services, LLC in Palm Desert, CA and has over 25 years of experience in the finance industry.
Michele Sarna (CRD# 2311443) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Palm Desert, CA and has over 31 years of experience in the finance industry.