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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 36 years of experience in the finance industry.
William Notrica (CRD# 817537) is an Investment Advisor Representative working at Aegis Capital Corp. in San Juan Capistrano, CA and has over 40 years of experience in the finance industry.
Mahnaz Nouri (CRD# 6269449) is an Investment Advisor Representative working at Edward Jones in San Juan Capistrano, CA and has over 6 years of experience in the finance industry.
Mark Olhoeft (CRD# 2233161) is an Investment Advisor Representative working at Olhoeft Financial, LLC in San Juan Capistrano, CA and has over 31 years of experience in the finance industry.
Jeffrey Paskwietz (CRD# 2012755) is an Investment Advisor Representative working at Planmember Securities Corporation in San Juan Capistrano, CA and has over 27 years of experience in the finance industry.
Christopher Petrik (CRD# 5964038) is an Investment Advisor Representative working at Jrs Investments And Wealth Preservation, LLC in San Juan Capistrano, CA and has over 10 years of experience in the finance industry.
Peter Prescott (CRD# 1283441) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Juan Capistrano, CA and has over 39 years of experience in the finance industry.
Gary Psotka (CRD# 1209280) is an Investment Advisor Representative working at Service One Financial in San Juan Capistrano, CA and has over 40 years of experience in the finance industry.
David Robinson (CRD# 2947645) is an Investment Advisor Representative working at Lpl Financial LLC in San Juan Capistrano, CA and has over 26 years of experience in the finance industry. David Robinson 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.
Dean Romo (CRD# 2258138) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in San Juan Capistrano, CA and has over 31 years of experience in the finance industry.
Chad Schiel is an independent financial planner providing services in Orange County California. As an independent financial advisor free from sales quotas and corporate agendas, he takes the time needed in providing his clients with the best customer service, investments and solutions found anywhere. Are you working with a service provider like Schiel Wealth Management? Perhaps it’s time you start.
Mission Statement
Offer tailored, personalized financial solutions for individual investors and business owners by utilizing goal orientated planning, a diversified conservative investment strategy...