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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
Tatiana Brownell (CRD# 5038193) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Phoenix, AZ and has over 18 years of experience in the finance industry.
Brandon Bryan (CRD# 5121545) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 17 years of experience in the finance industry. Brandon Bryan 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.
Charles Buchanan (CRD# 2699110) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Phoenix, AZ and has over 27 years of experience in the finance industry.
Tyler Buck (CRD# 6192149) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 10 years of experience in the finance industry.
Nathan Buckles (CRD# 5342230) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Phoenix, AZ and has over 16 years of experience in the finance industry.
Douglas Budzynski (CRD# 4172891) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Phoenix, AZ and has over 23 years of experience in the finance industry.
Nancy Bullock-Swanson (CRD# 4868611) is an Investment Advisor Representative working at Independent Wealth Network, Inc. in Phoenix, AZ and has over 19 years of experience in the finance industry.
Robert Burger (CRD# 2154705) is an Investment Advisor Representative working at Disciplined Money, LLC in Phoenix, AZ and has over 32 years of experience in the finance industry. Robert Burger 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.
William Burke (CRD# 35884) is an Investment Advisor Representative working at Redwood Private Wealth in Phoenix, AZ and has over 39 years of experience in the finance industry. William Burke 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.
Christian Burns (CRD# 6510417) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Phoenix, AZ and has over 8 years of experience in the finance industry. Christian Burns 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.