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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
Christopher Puzio (CRD# 5783184) is an Investment Advisor Representative working at Commonwealth Financial Network in San Dimas, CA and has over 13 years of experience in the finance industry. Christopher Puzio 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 Ramos (CRD# 2489461) is an Investment Advisor Representative working at Eagle Strategies LLC in San Dimas, CA and has over 29 years of experience in the finance industry.
Jarret Rodriguez-Conklin (CRD# 4977996) is an Investment Advisor Representative working at Lpl Financial LLC in San Dimas, CA and has over 18 years of experience in the finance industry.
Thomas Sandkamp (CRD# 2150538) is an Investment Advisor Representative working at Lpl Financial LLC in San Dimas, CA and has over 24 years of experience in the finance industry.
Keith Schoenheit (CRD# 5053752) is an Investment Advisor Representative working at Lincoln Investment in San Dimas, CA and has over 18 years of experience in the finance industry.
Mark Tolan (CRD# 836289) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Dimas, CA and has over 37 years of experience in the finance industry.
Ryan Tolan (CRD# 4961895) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Dimas, CA and has over 16 years of experience in the finance industry.
Jay Wallick (CRD# 1501761) is an Investment Advisor Representative working at Commonwealth Financial Network in San Dimas, CA and has over 36 years of experience in the finance industry. Jay Wallick 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.
Shujuan Yan (CRD# 6615261) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Dimas, CA and has over 7 years of experience in the finance industry.
Jason Cortez (CRD# 5978242) is an Investment Advisor Representative working at State Farm Investment Management Corp. in San Dimas, CA and has over 12 years of experience in the finance industry.