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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 Roseman (CRD# 2491620) is an Investment Advisor Representative working at Roseman Wagner Wealth Management in Rocklin, CA and has over 29 years of experience in the finance industry.
Alexander Saldana (CRD# 2814644) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rocklin, CA and has over 27 years of experience in the finance industry.
Eric Swensen (CRD# 4906053) is an Investment Advisor Representative working at Adero Partners, LLC in Rocklin, CA and has over 19 years of experience in the finance industry. Eric Swensen 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.
Ivan Tidwell (CRD# 6882098) is an Investment Advisor Representative working at Tidwell Wealth Management LLC in Rocklin, CA and has 1 year of experience in the finance industry. Ivan Tidwell 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.
Aaron Wagner (CRD# 3241563) is an Investment Advisor Representative working at Roseman Wagner Wealth Management in Rocklin, CA and has over 21 years of experience in the finance industry.
Kevin Wells (CRD# 6882102) is an Investment Advisor Representative working at Tidwell Wealth Management LLC in Rocklin, CA and has over 6 years of experience in the finance industry.
Michael Wells (CRD# 6882107) is an Investment Advisor Representative working at Tidwell Wealth Management LLC in Rocklin, CA and has over 6 years of experience in the finance industry.
Todd Wilson (CRD# 6069637) is an Investment Advisor Representative working at Lpl Financial LLC in Rocklin, CA and has over 11 years of experience in the finance industry.
Jian Ye (CRD# 4561823) is an Investment Advisor Representative working at Guiding Star Group, LLC in Rocklin, CA and has over 21 years of experience in the finance industry.
Robert Yuill (CRD# 3220124) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Rocklin, CA and has over 23 years of experience in the finance industry.