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Distance Only Sacramento, CA
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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
Lisa Cristiano (CRD# 6696131) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has 1 year of experience in the finance industry.
Brian Curland (CRD# 6857718) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has 1 year of experience in the finance industry.
Paul Cutter (CRD# 1388710) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Sacramento, CA and has over 38 years of experience in the finance industry.
Ilia Dalea (CRD# 2824306) is an Investment Advisor Representative working at Mariner Independent in Sacramento, CA and has over 27 years of experience in the finance industry.
Patrick Danis (CRD# 6871134) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has 1 year of experience in the finance industry.
R. De La Rosa (CRD# 2717003) is an Investment Advisor Representative working at Lpl Financial LLC in Sacramento, CA and has over 28 years of experience in the finance industry.
David Decamilla (CRD# 1225771) is an Investment Advisor Representative working at Decamilla Capital Management LLC in Sacramento, CA and has over 40 years of experience in the finance industry.
Catherine Decarlo (CRD# 3177545) is an Investment Advisor Representative working at The Wealth Consulting Group in Sacramento, CA and has over 25 years of experience in the finance industry.
Steven Deelstra (CRD# 4505658) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sacramento, CA and has over 22 years of experience in the finance industry.
Jonathan Deeringer (CRD# 2779470) is an Investment Advisor Representative working at Deeringer Wealth Management, LLC in Sacramento, CA and has over 9 years of experience in the finance industry. Jonathan Deeringer 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.