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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
Gregory Block (CRD# 2330891) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Santa Rosa, CA and has over 23 years of experience in the finance industry.
Stephen Block (CRD# 4584035) is an Investment Advisor Representative working at Zrc Wealth Management, LLC in Santa Rosa, CA and has 1 year of experience in the finance industry.
Daren Blonski (CRD# 5974079) is an Investment Advisor Representative working at Fermata Advisors in Sonoma, CA and has over 12 years of experience in the finance industry. Daren Blonski 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.
James Blume (CRD# 4392313) is an Investment Advisor Representative working at Blume Capital Management, Inc. in Berkeley, CA and has 1 year of experience in the finance industry.
Joseph Blythe (CRD# 1139760) is an Investment Advisor Representative working at Lpl Financial LLC in Walnut Creek, CA and has over 28 years of experience in the finance industry.
William Bockwoldt (CRD# 6246601) is an Investment Advisor Representative working at Wealthspire Advisors in San Rafael, CA and has over 10 years of experience in the finance industry.
Alexander Boeri (CRD# 6955760) is an Investment Advisor Representative working at Miller Avenue Advisors LLC in Mill Valley, CA and has over 5 years of experience in the finance industry. Alexander Boeri 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.
David Boerio (CRD# 6266005) is an Investment Advisor Representative working at Edward Jones in Napa, CA and has over 9 years of experience in the finance industry.
Steven Boggs (CRD# 1643689) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Santa Rosa, CA and has over 32 years of experience in the finance industry.
William Bomar (CRD# 5030931) is an Investment Advisor Representative working at Alpha Wealth Management And Planning LLC in Novato, CA and has over 18 years of experience in the finance industry.