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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
Joanne Farrell (CRD# 4842984) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Barbara, CA and has over 19 years of experience in the finance industry.
Sara Feder (CRD# 6780080) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has over 6 years of experience in the finance industry. Sara Feder 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.
Kyle Feighner (CRD# 3047470) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Barbara, CA and has over 25 years of experience in the finance industry.
Joseph Ferreira (CRD# 5565225) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has over 15 years of experience in the finance industry. Joseph Ferreira 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.
Alexandro Filippini (CRD# 5043549) is an Investment Advisor Representative working at Filippini Investment Advisory in Santa Barbara, CA and has over 17 years of experience in the finance industry.
Iaian Filippini (CRD# 4708877) is an Investment Advisor Representative working at Filippini Investment Advisory in Santa Barbara, CA and has over 20 years of experience in the finance industry.
Windy Fino (CRD# 6124090) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 7 years of experience in the finance industry.
Edward Fisher (CRD# 5889826) is an Investment Advisor Representative working at Double Springs Capital LLC in Santa Barbara, CA and has over 11 years of experience in the finance industry.
Fredric Fisher (CRD# 4190041) is an Investment Advisor Representative working at Trinity Capital Management, LLC in Santa Barbara, CA and has over 24 years of experience in the finance industry. Fredric Fisher 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.
Patrick Flood (CRD# 2532409) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Santa Barbara, CA and has over 29 years of experience in the finance industry.