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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
John Cordano (CRD# 2294724) is an Investment Advisor Representative working at California Financial Advisors in San Ramon, CA and has over 31 years of experience in the finance industry.
Rosanne Costello (CRD# 1098979) is an Investment Advisor Representative working at Captrust in San Ramon, CA and has over 40 years of experience in the finance industry.
Paul Crawford (CRD# 4799622) is a Financial Planner with C Solutions and with Lincoln Financial Advisors. in Campbell, CA and has over 12 years of experience in the finance industry.
Andrea Crowell (CRD# 5045099) is an Investment Advisor Representative working at Kearney-burch Financial Services, Inc. in San Ramon, CA and has over 6 years of experience in the finance industry.
Robert Cucchiaro (CRD# 4582239) is an Investment Advisor Representative working at Summit Wealth And Retirement Partners in San Ramon, CA and has over 20 years of experience in the finance industry. Robert Cucchiaro 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.
Dennis Culver (CRD# 6397592) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in San Ramon, CA and has over 8 years of experience in the finance industry.
Louis Dagen (CRD# 2176866) is an Investment Advisor Representative working at Auspicious Financial Planning, LLC in San Ramon, CA and has over 32 years of experience in the finance industry. Louis Dagen 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.
Kimberly Damiani (CRD# 5932962) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in San Ramon, CA and has over 10 years of experience in the finance industry. Kimberly Damiani 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.
Blake Daniels (CRD# 1285106) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 39 years of experience in the finance industry.
Cesar Dantes (CRD# 1470508) is an Investment Advisor Representative working at Prosperity Financial Group, Inc. in San Ramon, CA and has over 35 years of experience in the finance industry.