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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
Brian Valore (CRD# 4146279) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 23 years of experience in the finance industry.
Ryan Vollweiler (CRD# 4483122) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Richfield, OH and has over 20 years of experience in the finance industry. Ryan Vollweiler 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 Wagner (CRD# 2720037) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 27 years of experience in the finance industry.
Kristen Warren (CRD# 6426559) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 8 years of experience in the finance industry.
Gwendolyn Welker (CRD# 2520883) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 29 years of experience in the finance industry.
Jeffrey Wiley (CRD# 3047783) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 25 years of experience in the finance industry.
Benjamin Wooley (CRD# 6034937) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 9 years of experience in the finance industry.
Matthew Zepp (CRD# 2796213) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Richfield, OH and has over 27 years of experience in the finance industry. Matthew Zepp 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.
Kevin Zoul (CRD# 6771238) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 6 years of experience in the finance industry.
Ronald Barylak (CRD# 7086480) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 4 years of experience in the finance industry.