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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
Teresa Coleman (CRD# 4654757) is an Investment Advisor Representative working at Creekside Partners in Petaluma, CA and has over 20 years of experience in the finance industry.
Sean Connolly (CRD# 6452215) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fairfield, CA and has over 3 years of experience in the finance industry.
Aaron Cooperband (CRD# 2074370) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Napa, CA and has over 33 years of experience in the finance industry.
Bonnie Copeland (CRD# 2117748) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Napa, CA and has over 26 years of experience in the finance industry.
Joseph Corsino (CRD# 7032891) is an Investment Advisor Representative working at Edward Jones in Napa, CA and has over 5 years of experience in the finance industry.
John Cort (CRD# 5727496) is an Investment Advisor Representative working at Compass Wealth Advisors in Petaluma, CA and has over 13 years of experience in the finance industry.
Jane Costello (CRD# 6184790) is an Investment Advisor Representative working at Edward Jones in Santa Rosa, CA and has over 10 years of experience in the finance industry.
Jeffrey Cote (CRD# 2675995) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Rosa, CA and has over 25 years of experience in the finance industry.
Katherine Crim (CRD# 4336455) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Santa Rosa, CA and has over 23 years of experience in the finance industry.
Brooks Crissey (CRD# 5452474) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Santa Rosa, CA and has over 16 years of experience in the finance industry. Brooks Crissey 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.