-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Steve Loftin (CRD# 2262113) is an Investment Advisor Representative working at Wagner Loftin Investment Services LLC in Pleasant Hill, CA and has over 31 years of experience in the finance industry.
Michael Macdonald (CRD# 736552) is an Investment Advisor Representative working at Financial Transparency in Pleasant Hill, CA and has over 27 years of experience in the finance industry.
Silphy Ou (CRD# 5483586) is an Investment Advisor Representative working at Prudential Financial Planning Services in Pleasant Hill, CA and has over 15 years of experience in the finance industry.
Henry Pizzutello (CRD# 1426098) is an Investment Advisor Representative working at Bellatore Financial, Inc. in Pleasant Hill, CA and has over 18 years of experience in the finance industry.
Steven Polaski (CRD# 2990133) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Pleasant Hill, CA and has over 24 years of experience in the finance industry. Steven Polaski 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.
Hisashi Sano (CRD# 5033681) is an Investment Advisor Representative working at Prudential Financial Planning Services in Pleasant Hill, CA and has over 12 years of experience in the finance industry.
Michael Sappington (CRD# 2314542) is an Investment Advisor Representative working at Ascension Wealth Partners, LLC in Pleasant Hill, CA and has over 31 years of experience in the finance industry.
Sammy Sung (CRD# 2482869) is an Investment Advisor Representative working at Ale LLC in Pleasant Hill, CA and has over 29 years of experience in the finance industry.
Kory Swekla (CRD# 4518467) is an Investment Advisor Representative working at Ascension Wealth Partners, LLC in Pleasant Hill, CA and has over 23 years of experience in the finance industry.
Kuang Te (CRD# 5429230) is an Investment Advisor Representative working at Prudential Financial Planning Services in Pleasant Hill, CA and has over 16 years of experience in the finance industry.