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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
Patrick Bentivegna (CRD# 2477112) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Rosa, CA and has over 30 years of experience in the finance industry.
Patrick Beresh (CRD# 3113695) is an Investment Advisor Representative working at Pmb Advisors in Larkspur, CA and has over 24 years of experience in the finance industry.
Benjamin Bergfelt (CRD# 4163266) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Napa, CA and has over 23 years of experience in the finance industry.
Alan Berman (CRD# 1172578) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa, CA and has over 36 years of experience in the finance industry. Alan Berman 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.
Keith Bernardy (CRD# 728169) is an Investment Advisor Representative working at Lpl Financial LLC in Novato, CA and has over 40 years of experience in the finance industry.
Michele Berson (CRD# 2800821) is an Investment Advisor Representative working at Berson Money Management in Windsor, CA and has over 27 years of experience in the finance industry.
Mary Bersot (CRD# 4648363) is an Investment Advisor Representative working at Bersot Capital Management, LLC in Tiburon, CA and has 1 year of experience in the finance industry.
Meredeth Bertacco (CRD# 5967650) is an Investment Advisor Representative working at Edward Jones in Sebastopol, CA and has over 12 years of experience in the finance industry. Meredeth Bertacco 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.
Howard Bienenfeld (CRD# 831168) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 23 years of experience in the finance industry.
Boriss Bikosvili (CRD# 6065130) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mill Valley, CA and has over 11 years of experience in the finance industry.