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Distance Only San Ramon, CA
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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
Theodore Lew (CRD# 3262592) is an Investment Advisor Representative working at Captrust in San Ramon, CA and has over 15 years of experience in the finance industry. Theodore Lew 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.
Daniel Leonard (CRD# 2055289) is an Investment Advisor Representative working at Powering Your Retirement in San Ramon, CA and has over 11 years of experience in the finance industry. Daniel Leonard 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.
Robert Agorastos (CRD# 6254130) is an Investment Advisor Representative working at Insight Wealth Strategies, LLC in San Ramon, CA and has over 9 years of experience in the finance industry. Robert Agorastos 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.
Michael Aguado (CRD# 4402740) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in San Ramon, CA and has over 22 years of experience in the finance industry.
Kent Alexander (CRD# 5562573) is an Investment Advisor Representative working at American Investors Co in San Ramon, CA and has over 15 years of experience in the finance industry.
Dean Alves (CRD# 6406692) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Ramon, CA and has over 9 years of experience in the finance industry.
Stuart Arakelian (CRD# 1430141) is an Investment Advisor Representative working at Mariner Independent in San Ramon, CA and has over 24 years of experience in the finance industry.
Paul Austin (CRD# 5166342) is an Investment Advisor Representative working at Insight Wealth Strategies, LLC in San Ramon, CA and has over 16 years of experience in the finance industry. Paul Austin 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.
Robert Avey (CRD# 2605460) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in San Ramon, CA and has over 28 years of experience in the finance industry.
Ryan Baker (CRD# 4732504) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in San Ramon, CA and has over 20 years of experience in the finance industry.