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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
John Naviaux (CRD# 4895814) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rancho Santa Fe, CA and has over 18 years of experience in the finance industry.
Brian Orrico (CRD# 1824639) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Rancho Santa Fe, CA and has over 35 years of experience in the finance industry.
Daniel Osgood (CRD# 2684112) is an Investment Advisor Representative working at "tate Asset Management" And "dco Wealth Management" in Rancho Santa Fe, CA and has over 28 years of experience in the finance industry.
Lisa Pacheco (CRD# 7007637) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rancho Santa Fe, CA and has over 5 years of experience in the finance industry.
Lawrence Palme (CRD# 2976241) is an Investment Advisor Representative working at "tate Asset Management" And "dco Wealth Management" in Rancho Santa Fe, CA and has over 26 years of experience in the finance industry.
Patricia Pavin (CRD# 6697897) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rancho Santa Fe, CA and has over 6 years of experience in the finance industry.
Michael Perini (CRD# 5509940) is an Investment Advisor Representative working at Perini Capital in Rancho Santa Fe, CA and has over 14 years of experience in the finance industry.
Jennifer Perkinson (CRD# 2675209) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rancho Santa Fe, CA and has over 28 years of experience in the finance industry.
Matthew Poole (CRD# 5074516) is an Investment Advisor Representative working at Dark Horse Advisors LLC in Rancho Santa Fe, CA and has over 18 years of experience in the finance industry. Matthew Poole 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.
Scott Preston (CRD# 3042830) is an Investment Advisor Representative working at Maven Group LLC in Rancho Santa Fe, CA and has over 25 years of experience in the finance industry.