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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
Peter Giannini (CRD# 4584734) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Luis Obispo, CA and has over 21 years of experience in the finance industry.
Bradley Goodwin (CRD# 2543519) is an Investment Advisor Representative working at San Luis Wealth Advisors in San Luis Obispo, CA and has over 29 years of experience in the finance industry.
James Haack (CRD# 4568146) is an Investment Advisor Representative working at Edward Jones in San Luis Obispo, CA and has over 21 years of experience in the finance industry.
Jim Hamari (CRD# 2068213) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Luis Obispo, CA and has over 33 years of experience in the finance industry.
Mark Harasym (CRD# 6363744) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Luis Obispo, CA and has over 9 years of experience in the finance industry.
Aaron Hendry (CRD# 6114486) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Luis Obispo, CA and has over 11 years of experience in the finance industry.
Stephen Hiltscher (CRD# 4888806) is an Investment Advisor Representative working at Blakeslee & Blakeslee Financial Advisers Inc. in San Luis Obispo, CA and has over 18 years of experience in the finance industry.
Robert Hiltz (CRD# 2536210) is an Investment Advisor Representative working at Lewis Financial, LLC in San Luis Obispo, CA and has over 29 years of experience in the finance industry.
Thomas Holbrook (CRD# 1968646) is an Investment Advisor Representative working at Lpl Financial LLC in San Luis Obispo, CA and has over 34 years of experience in the finance industry.
Eddie Holmes (CRD# 2684600) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Luis Obispo, CA and has over 28 years of experience in the finance industry. Eddie Holmes 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.