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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
Daniel Casey (CRD# 3244019) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Westlake Village, CA and has over 24 years of experience in the finance industry. Daniel Casey 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.
Karen Casillas (CRD# 1494183) is an Investment Advisor Representative working at Captrust in Westlake Village, CA and has over 24 years of experience in the finance industry.
Luis Castaneda (CRD# 2612971) is an Investment Advisor Representative working at Eagle Strategies LLC in Westlake Village, CA and has over 28 years of experience in the finance industry.
Jose Castillo (CRD# 5507723) is an Investment Advisor Representative working at Western International Securities in Westlake Village, CA and has over 15 years of experience in the finance industry.
Seth Catanese (CRD# 6788769) is an Investment Advisor Representative working at Manchester Financial Inc. in Westlake Village, CA and has over 6 years of experience in the finance industry. Seth Catanese 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.
Robert Chacon (CRD# 4676205) is an Investment Advisor Representative working at Western International Securities in Westlake Village, CA and has over 20 years of experience in the finance industry.
Arthur Chalekian (CRD# 2894882) is an Investment Advisor Representative working at Western International Securities in Westlake Village, CA and has over 26 years of experience in the finance industry.
Sheri Ann Chang Yamaguchi (CRD# 2809546) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has 1 year of experience in the finance industry. Sheri Ann Chang Yamaguchi 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.
Bradley Chapman (CRD# 4457480) is an Investment Advisor Representative working at Opus Private Wealth Group, LLC in Westlake Village, CA and has over 22 years of experience in the finance industry. Bradley Chapman 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.
Russell Charvonia (CRD# 710511) is an Investment Advisor Representative working at Mariner Wealth in Ventura, CA and has over 43 years of experience in the finance industry. Russell Charvonia 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.