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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
Romain Clerou (CRD# 1694524) is an Investment Advisor Representative working at Romain Walsh Clerou Professional Investment Mgmt in Napa, CA and has over 13 years of experience in the finance industry.
Russell Clifford (CRD# 2537734) is an Investment Advisor Representative working at Clifford Financial Planning, Inc. in Santa Rosa, CA and has over 29 years of experience in the finance industry. Russell Clifford 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.
Aleia Coate (CRD# 2992578) is an Investment Advisor Representative working at Edward Jones in Sebastopol, CA and has over 26 years of experience in the finance industry.
Nathan Cobert (CRD# 1986373) is an Investment Advisor Representative working at Equitable Advisors, LLC in San Rafael, CA and has over 33 years of experience in the finance industry.
Mila Coffey (CRD# 2854349) is an Investment Advisor Representative working at Avantax Advisory Services in Richmond, CA and has over 27 years of experience in the finance industry. Mila Coffey 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.
Teresa Coleman (CRD# 4654757) is an Investment Advisor Representative working at Creekside Partners in Petaluma, CA and has over 20 years of experience in the finance industry.
Ryan Collette (CRD# 6048928) is an Investment Advisor Representative working at Rwa Wealth Partners in San Rafael, CA and has over 11 years of experience in the finance industry.
Allegra Conklin (CRD# 4619594) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Rafael, CA and has over 21 years of experience in the finance industry.
Joseph Conzelman (CRD# 5569451) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 13 years of experience in the finance industry.
Martel Cooper (CRD# 857289) is an Investment Advisor Representative working at Defined Financial Planning LLC in San Rafael, CA and has over 41 years of experience in the finance industry.