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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
Larry Fletcher (CRD# 1534213) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Pine Grove, CA and has 1 year of experience in the finance industry. Larry Fletcher 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.
Scott Draper (CRD# 4749531) is an Investment Advisor Representative working at Thrive Financial Planning in El Dorado Hills, CA and has over 14 years of experience in the finance industry. Scott Draper 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 Bowman (CRD# 1009655) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Murphys, CA and has over 26 years of experience in the finance industry.
Rick Healy (CRD# 1036232) is an Investment Advisor Representative working at Fsc Securities Corporation in Pioneer, CA and has over 23 years of experience in the finance industry. Rick Healy 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.
Tamara Lowenberg (CRD# 5452129) is an Investment Advisor Representative working at Creative Planning in El Dorado Hills, CA and has over 10 years of experience in the finance industry. Tamara Lowenberg 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 Parenti (CRD# 1031840) is an Investment Advisor Representative working at Aladino Financial Services, Inc. in El Dorado Hills, CA and has over 32 years of experience in the finance industry. James Parenti 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 Waldrop (CRD# 4214855) is an Investment Advisor Representative working at Bridgeview Capital Advisors, Inc. in El Dorado Hills, CA and has over 17 years of experience in the finance industry. David Waldrop 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.
Adam Anderson (CRD# 2924886) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Placerville, CA and has over 20 years of experience in the finance industry.
Laurie Bassi (CRD# 4520225) is an Investment Advisor Representative working at Van Hulzen Asset Management in El Dorado Hills, CA and has over 16 years of experience in the finance industry.
James Beyersdorf (CRD# 2721811) is an Investment Advisor Representative working at Financial Sherpa, Inc. in Angels Camp, CA and has over 22 years of experience in the finance industry.