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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
Jonathan Cheng (CRD# 2067921) is an Investment Advisor Representative working at Breakwater Investment Group, LLC in Newport Beach, CA and has over 33 years of experience in the finance industry. Jonathan Cheng 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.
Christian Choi (CRD# 2397382) is an Investment Advisor Representative working at Relion Assets Management, LLC in Rancho Mirage, CA and has over 22 years of experience in the finance industry. Christian Choi 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.
Young Chung (CRD# 2835165) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Palm Desert, CA and has over 27 years of experience in the finance industry.
Allan Clark (CRD# 1004171) is an Investment Advisor Representative working at Lincoln Investment in Indio, CA and has over 42 years of experience in the finance industry.
Ruairi Clerkin (CRD# 5140041) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Indian Wells, CA and has over 17 years of experience in the finance industry.
Francisco Cossio-Franco (CRD# 5957829) is an Investment Advisor Representative working at Lpl Financial LLC in Palm Springs, CA and has over 11 years of experience in the finance industry.
Ernest Cox (CRD# 4326252) is an Investment Advisor Representative working at Independent Financial Group, LLC in Indio, CA and has over 22 years of experience in the finance industry.
Brett D'orlando (CRD# 4834120) is an Investment Advisor Representative working at Fortem Financial Group, LLC in Palm Desert, CA and has over 19 years of experience in the finance industry.
David Dardashti (CRD# 4958265) is an Investment Advisor Representative working at Spearhead Advisors, LLC in Newport Beach, CA and has over 16 years of experience in the finance industry.
Jeffrey Dewan (CRD# 5512142) is an Investment Advisor Representative working at Edward Jones in Rancho Mirage, CA and has over 20 years of experience in the finance industry.