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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
Daniel Horgan (CRD# 1620034) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Newport Beach, CA and has over 37 years of experience in the finance industry.
Ronald Surz (CRD# 600075) is an Investment Advisor Representative working at Ppca, Inc. in San Clemente, CA and has over 23 years of experience in the finance industry.
Mark Taylor (CRD# 1233017) is an Investment Advisor Representative working at Mutual Advisors, LLC in San Clemente, CA and has over 31 years of experience in the finance industry. Mark Taylor 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.
Mark Tober (CRD# 1252006) is an Investment Advisor Representative working at Lpl Financial LLC in San Clemente, CA and has over 32 years of experience in the finance industry.
Christine Turnbull (CRD# 2870462) is an Investment Advisor Representative working at 401k Assist, LLC in San Clemente, CA and has over 23 years of experience in the finance industry.
Michael Vandenburg (CRD# 2654636) is an Investment Advisor Representative working at Coast Wealth Management, Inc. in San Clemente, CA and has over 28 years of experience in the finance industry. Michael Vandenburg 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.
Steven Vasquez (CRD# 1680943) is an Investment Advisor Representative working at Primerica Advisors in San Clemente, CA and has over 36 years of experience in the finance industry.
Christopher Vizzi (CRD# 5095868) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Clemente, CA and has over 18 years of experience in the finance industry. Christopher Vizzi 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.
Michelle Vizzi (CRD# 4780371) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Clemente, CA and has over 19 years of experience in the finance industry.
William Wedde (CRD# 4929475) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in San Clemente, CA and has over 10 years of experience in the finance industry.
Since 2005, I have enjoyed serving individuals, churches and non-profit organizations as a Financial Consultant with Thrivent Financial. Initially founded in 1902, Thrivent is a membership organization of Christians currently #333 on the 2015 Fortune 500 list, has over 100 Billion in client assets under management. Thrivent has been named "One of the World's Most Ethical Companies" by the Ethisphere...
Joseph Wenrich (CRD# 4272939) is an Investment Advisor Representative working at Lpl Financial LLC in San Clemente, CA and has over 23 years of experience in the finance industry.