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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
Scott O'brien (CRD# 1236835) is an Investment Advisor Representative working at Worthpointe in Ramona, CA and has over 16 years of experience in the finance industry. Scott O'brien 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 Provencher (CRD# 2665851) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Ramona, CA and has over 28 years of experience in the finance industry.
Michael Randall (CRD# 6889609) is an Investment Advisor Representative working at Myers Financial Group, Inc. in Ramona, CA and has over 6 years of experience in the finance industry. Michael Randall 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.
Morgan Smith (CRD# 4620769) is an Investment Advisor Representative working at Worthpointe in Ramona, CA and has over 21 years of experience in the finance industry. Morgan Smith 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.
Charles Stanley (CRD# 1805936) is an Investment Advisor Representative working at Worthpointe in Ramona, CA and has over 36 years of experience in the finance industry. Charles Stanley 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.
Christopher Vanslyke (CRD# 2870730) is an Investment Advisor Representative working at Worthpointe in Ramona, CA and has over 27 years of experience in the finance industry. Christopher Vanslyke 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.
Richard Wilkinson (CRD# 4141734) is an Investment Advisor Representative working at Worthpointe in Ramona, CA and has over 24 years of experience in the finance industry. Richard Wilkinson 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.
Paul Zawilenski (CRD# 1983606) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Ramona, CA and has over 26 years of experience in the finance industry.
Douglas Bolles (CRD# 7201481) is an Investment Advisor Representative working at Worthpointe in Ramona, CA and has over 4 years of experience in the finance industry.
Martha Gomez-Walton (CRD# 7533426) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Ramona, CA and has 1 year of experience in the finance industry.