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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
Andrew Bennett (CRD# 6362903) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Walnut Creek, CA and has over 9 years of experience in the finance industry. Andrew Bennett 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.
Nathan Bennett (CRD# 4167876) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in San Ramon, CA and has over 23 years of experience in the finance industry. Nathan Bennett 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.
Randy Benning (CRD# 2280167) is an Investment Advisor Representative working at Benning Financial Group, LLC in Fairfield, CA and has over 31 years of experience in the finance industry. Randy Benning 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.
Marianne Bentivegna (CRD# 2260505) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Napa, CA and has over 31 years of experience in the finance industry.
Gregory Bentley (CRD# 705379) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 20 years of experience in the finance industry.
Gary Berg (CRD# 1371127) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Walnut Creek, CA and has over 29 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.
Corey Berla (CRD# 6761783) is an Investment Advisor Representative working at Berla Investment Consulting in Alamo, CA and has 1 year of experience in the finance industry.
Mark Bertoli (CRD# 1566759) is an Investment Advisor Representative working at Castle Rock Wealth Management, LLC in Walnut Creek, CA and has over 29 years of experience in the finance industry. Mark Bertoli 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.