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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
Jonathan Elfin (CRD# 4568820) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in San Ramon, CA and has over 21 years of experience in the finance industry.
Henry Fanger (CRD# 811525) is an Investment Advisor Representative working at Prosperity Financial Group, Inc. in San Ramon, CA and has over 38 years of experience in the finance industry.
Jonathan Farnstrom (CRD# 6792024) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in San Ramon, CA and has over 5 years of experience in the finance industry. Jonathan Farnstrom 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.
Kathleen Fereday (CRD# 2076048) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 29 years of experience in the finance industry.
David Fernandez (CRD# 3194810) is an Investment Advisor Representative working at Captrust in San Ramon, CA and has 1 year of experience in the finance industry. David Fernandez 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.
John Findley (CRD# 2472449) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in San Ramon, CA and has over 29 years of experience in the finance industry.
Albert Flores (CRD# 2436905) is an Investment Advisor Representative working at Sound Income Strategies, LLC in San Ramon, CA and has over 30 years of experience in the finance industry.
Martin Fong (CRD# 2679644) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in San Ramon, CA and has over 28 years of experience in the finance industry.
Patrick Fovel (CRD# 4327929) is an Investment Advisor Representative working at Lpl Financial LLC in San Ramon, CA and has over 23 years of experience in the finance industry.
Chad Franck (CRD# 4458979) is an Investment Advisor Representative working at The Pacific Center For Financial Services in San Ramon, CA and has over 21 years of experience in the finance industry.