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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
Matthew Davis (CRD# 4945104) is an Investment Advisor Representative working at Morgan Stanley in Santa Rosa, CA and has over 18 years of experience in the finance industry.
Dena Debenedetti (CRD# 1660537) is an Investment Advisor Representative working at Lpl Financial LLC in Napa, CA and has over 34 years of experience in the finance industry.
Paul Dedora (CRD# 2721762) is an Investment Advisor Representative working at Dedora Capital, Inc. in Napa, CA and has over 27 years of experience in the finance industry. Paul Dedora 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.
Mark Degregorio (CRD# 5568676) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Greenbrae, CA and has over 12 years of experience in the finance industry.
Carl Dekle (CRD# 5159947) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 14 years of experience in the finance industry.
Joseph Delaney (CRD# 1741821) is an Investment Advisor Representative working at Robertson Stephens in Novato, CA and has over 20 years of experience in the finance industry.
Matthew Delaney (CRD# 4691572) is an Investment Advisor Representative working at Jdh Wealth Management, LLC in Santa Rosa, CA and has over 20 years of experience in the finance industry.
Tony Delumen (CRD# 4473452) is an Investment Advisor Representative working at Mml Investors Services, LLC in San Rafael, CA and has over 22 years of experience in the finance industry.
Henry Desjardins (CRD# 6747295) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Santa Rosa, CA and has over 7 years of experience in the finance industry.
Justin Detray (CRD# 3190629) is an Investment Advisor Representative working at Wealthspire Advisors in San Rafael, CA and has over 10 years of experience in the finance industry.