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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
Maia Clewley (CRD# 5795623) is an Investment Advisor Representative working at K. D. Clewley Capital Management in San Diego, CA and has over 7 years of experience in the finance industry.
Matthew Cobas (CRD# 6396310) is an Investment Advisor Representative working at Origin Investment Advisory LLC in San Diego, CA and has over 7 years of experience in the finance industry. Matthew Cobas 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.
Michael Combs (CRD# 2756912) is an Investment Advisor Representative working at Michael H. Combs in San Diego, CA and has over 27 years of experience in the finance industry.
Evan Compton (CRD# 5880016) is an Investment Advisor Representative working at Trufinancial Registered Investment Advisory Services, Inc. in San Diego, CA and has over 12 years of experience in the finance industry.
Cromwell Cornillez-Ty (CRD# 6527477) is an Investment Advisor Representative working at Stem Financial, LLC in San Diego, CA and has over 9 years of experience in the finance industry.
Neal Corson (CRD# 6596566) is an Investment Advisor Representative working at Corson Capital Management in San Diego, CA and has over 8 years of experience in the finance industry.
Steven Davis (CRD# 1810213) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 26 years of experience in the finance industry.
Felicity Di Pisa (CRD# 6297883) is an Investment Advisor Representative working at Prudential Financial Planning Services in San Diego, CA and has over 9 years of experience in the finance industry.
Justin Do (CRD# 6859788) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in San Diego, CA and has over 5 years of experience in the finance industry. Justin Do 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.
Michael Donahue (CRD# 2432697) is an Investment Advisor Representative working at Donahue Financial Group in San Diego, CA and has over 30 years of experience in the finance industry.