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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
Manuel Goulart (CRD# 2751714) is an Investment Advisor Representative working at Founders Financial Securities, LLC in San Ramon, CA and has over 27 years of experience in the finance industry.
Celeste Gurule (CRD# 1685190) is an Investment Advisor Representative working at Osaic Fa, Inc. in San Ramon, CA and has over 22 years of experience in the finance industry. Celeste Gurule 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 Guthreau (CRD# 2584389) is an Investment Advisor Representative working at American Investors Co in San Ramon, CA and has over 29 years of experience in the finance industry.
Jamie Hargrave (CRD# 3006122) is an Investment Advisor Representative working at Prosperity Financial Group, Inc. in San Ramon, CA and has over 26 years of experience in the finance industry.
James Hebert (CRD# 6469554) is an Investment Advisor Representative working at Prosperity Financial Group, Inc. in San Ramon, CA and has over 8 years of experience in the finance industry.
Michael Herberger (CRD# 4394552) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Ramon, CA and has over 22 years of experience in the finance industry.
Michelle Higgins (CRD# 2733419) is an Investment Advisor Representative working at California Financial Advisors in San Ramon, CA and has over 27 years of experience in the finance industry.
Chelsea Hodl (CRD# 6723013) is an Investment Advisor Representative working at Synergy Fg in San Ramon, CA and has over 7 years of experience in the finance industry.
Stevan Hoffman (CRD# 4552883) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in San Ramon, CA and has over 21 years of experience in the finance industry.
Chee Hon (CRD# 4151007) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in San Ramon, CA and has over 24 years of experience in the finance industry.