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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
David Krimm (CRD# 1741740) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 6 years of experience in the finance industry. David Krimm 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.
Konrad Kuciej (CRD# 4225840) is an Investment Advisor Representative working at Lava Creek Capital Management, LLC in San Rafael, CA and has over 23 years of experience in the finance industry.
Kenneth Lauranzano (CRD# 1446436) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in San Rafael, CA and has over 29 years of experience in the finance industry.
Brandon Lawrence (CRD# 6194452) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 8 years of experience in the finance industry.
Kelly Lawson (CRD# 1222498) is an Investment Advisor Representative working at The Putney Financial Group LLC in San Rafael, CA and has over 28 years of experience in the finance industry.
Scott Lippa (CRD# 5729485) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 14 years of experience in the finance industry.
Marcos Lopez (CRD# 1879747) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 35 years of experience in the finance industry.
Kirk Ludwig (CRD# 1453087) is an Investment Advisor Representative working at Westhill Financial Advisors, Inc. in San Rafael, CA and has over 27 years of experience in the finance industry. Kirk Ludwig 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.
William Lukach (CRD# 1801001) is an Investment Advisor Representative working at Lpl Financial LLC in San Rafael, CA and has over 36 years of experience in the finance industry.
Stewart Macdonald (CRD# 1510190) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 10 years of experience in the finance industry.