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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
Michael Johnson (CRD# 4342673) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 23 years of experience in the finance industry.
Diana Johnson-Bauer (CRD# 4556795) is an Investment Advisor Representative working at Lincoln Investment in San Rafael, CA and has over 23 years of experience in the finance industry. Diana Johnson-Bauer 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.
Gerald Kalish (CRD# 2737447) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 23 years of experience in the finance industry.
Charles Kennedy (CRD# 2648104) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 28 years of experience in the finance industry.
Stephen Kepler (CRD# 2262538) is an Investment Advisor Representative working at Wealthspire Advisors in San Rafael, CA and has over 31 years of experience in the finance industry. Stephen Kepler 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.
Monib Khademi (CRD# 2258059) is an Investment Advisor Representative working at Cypress Praxis, LLC in San Rafael, CA and has over 12 years of experience in the finance industry.
Kevin Klauber (CRD# 1247893) is an Investment Advisor Representative working at Mcclurg Capital Corporation in San Rafael, CA and has over 32 years of experience in the finance industry.
Samuel Kneuper (CRD# 816643) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 22 years of experience in the finance industry.
Christopher Knoche (CRD# 732045) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 26 years of experience in the finance industry.
Sakiko Kono (CRD# 2355153) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Rafael, CA and has over 30 years of experience in the finance industry.