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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
Peter Kranzler (CRD# 5795929) is an Investment Advisor Representative working at San Mateo Capital Management LLC in Petaluma, CA and has over 13 years of experience in the finance industry.
Autumn Kruse (CRD# 3094615) is an Investment Advisor Representative working at Kruse Financial Strategy in Petaluma, CA and has 1 year of experience in the finance industry. Autumn Kruse 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.
Darrel Lavilla (CRD# 4897620) is an Investment Advisor Representative working at Edward Jones in Petaluma, CA and has over 19 years of experience in the finance industry.
Cynthia Leal (CRD# 4816123) is an Investment Advisor Representative working at Lpl Financial LLC in Petaluma, CA and has over 18 years of experience in the finance industry.
Michael Lightner (CRD# 6065406) is an Investment Advisor Representative working at Edward Jones in Petaluma, CA and has over 11 years of experience in the finance industry.
Alicia Marquez (CRD# 6891441) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Petaluma, CA and has over 5 years of experience in the finance industry.
James McBride (CRD# 2108632) is an Investment Advisor Representative working at The Mcbride Group in Petaluma, CA and has over 32 years of experience in the finance industry. James McBride 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 Meucci (CRD# 2743152) is an Investment Advisor Representative working at Western International Securities in Petaluma, CA and has over 27 years of experience in the finance industry. David Meucci 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.
Michelle Moller (CRD# 5609831) is an Investment Advisor Representative working at Edward Jones in Petaluma, CA and has over 15 years of experience in the finance industry. Michelle Moller 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.
Joel Parrish (CRD# 6068725) is an Investment Advisor Representative working at Edward Jones in Petaluma, CA and has over 11 years of experience in the finance industry.