Distance Metro area (25 miles)
- 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
Brian Basinger (CRD# 4726499) is an Investment Advisor Representative working at Sapient Road Wealth Management, LLC in San Diego, CA and has 1 year of experience in the finance industry. Brian Basinger 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.
Robin Bechtel (CRD# 4043791) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Diego, CA and has over 23 years of experience in the finance industry.