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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
Sunday Peters (CRD# 4460493) is an Investment Advisor Representative working at Sobora Capital in Pleasanton, CA and has over 22 years of experience in the finance industry.
Ramon Pfeiffer (CRD# 362121) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pleasanton, CA and has over 39 years of experience in the finance industry.
Masoud Rahimi (CRD# 6714409) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Pleasanton, CA and has over 7 years of experience in the finance industry.
Jill Raymond (CRD# 3141781) is an Investment Advisor Representative working at Mml Investors Services, LLC in Pleasanton, CA and has over 5 years of experience in the finance industry.
Blenda Raynor (CRD# 4529592) is an Investment Advisor Representative working at Bahr Financial Planning Network, Inc. in Pleasanton, CA and has over 21 years of experience in the finance industry. Blenda Raynor 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.
Douglas Robbins (CRD# 2916496) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pleasanton, CA and has over 26 years of experience in the finance industry.
Nancy Robertson (CRD# 2319383) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Pleasanton, CA and has over 31 years of experience in the finance industry.
Randall Robertson (CRD# 6370425) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Pleasanton, CA and has over 8 years of experience in the finance industry.
Johnny Roland (CRD# 5967908) is an Investment Advisor Representative working at Financial Life Focus, LLC in Pleasanton, CA and has over 12 years of experience in the finance industry. Johnny Roland 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.
Michael Rossi (CRD# 6478416) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Pleasanton, CA and has over 8 years of experience in the finance industry.