-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
James Skorheim (CRD# 6384003) is an Investment Advisor Representative working at Dorman Skorheim Wealth Management LLC in Laguna Niguel, CA. Mr. Skorheim is a Certified Public Accountant (CPA Lic# 122409) and Certified Valuation Analyst (CVA# 61431) at the public accounting firm of Skorheim & Associates, AAC in Laguna Niguel, CA.
I started contributing to my firm's 401(k) plan early and have already seen the many benefits that come with early planning and investing. I love helping others navigate the financial markets. I enjoy helping others look at their overall financial picture from...
Jack Brkich (CRD# 2098874) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Santa Ana, CA and has over 33 years of experience in the finance industry. Jack Brkich 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.
Kristin Brkich (CRD# 6174669) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Santa Ana, CA and has over 6 years of experience in the finance industry.
John Calmes (CRD# 4226526) is an Investment Advisor Representative working at Insight Financial Advisors in Santa Ana, CA and has over 20 years of experience in the finance industry. John Calmes 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 Catone (CRD# 4469467) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Ana, CA and has over 22 years of experience in the finance industry.
Sandra Cho (CRD# 4593652) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Ana, CA and has over 21 years of experience in the finance industry.
Maurice Clein (CRD# 2127736) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Santa Ana, CA and has over 33 years of experience in the finance industry.
Robert Cobb (CRD# 1302071) is an Investment Advisor Representative working at Cobb Planning Group in Santa Ana, CA and has over 39 years of experience in the finance industry.
Ashley Curiel (CRD# 4661466) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Ana, CA and has over 17 years of experience in the finance industry. Ashley Curiel 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.
Wanda Delgado (CRD# 1036229) is an Investment Advisor Representative working at Insight Financial Advisors in Santa Ana, CA and has over 40 years of experience in the finance industry. Wanda Delgado 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.