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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
Robert Greig (CRD# 2766926) is an Investment Advisor Representative working at Broman & Greig Asset Management, LLC in Santa Monica, CA and has over 12 years of experience in the finance industry.
Nicholas Grose (CRD# 5267003) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Monica, CA and has over 15 years of experience in the finance industry.
George Guttman (CRD# 4703622) is an Investment Advisor Representative working at Guttman Financial Planning in Santa Monica, CA and has over 20 years of experience in the finance industry. George Guttman 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.
David Guyette (CRD# 2695656) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Monica, CA and has over 28 years of experience in the finance industry.
Kaytlin Hall (CRD# 5968719) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 12 years of experience in the finance industry.
Tyler Hathaway (CRD# 6045199) is an Investment Advisor Representative working at Clocktower Group, LP in Santa Monica, CA and has 1 year of experience in the finance industry.
Matthew Higgins (CRD# 6762868) is an Investment Advisor Representative working at Quantum Financial Advisors, LLC in Santa Monica, CA and has over 7 years of experience in the finance industry. Matthew Higgins 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.
Adam Holiber (CRD# 1899431) is an Investment Advisor Representative working at Summit Equity Management, Inc. in Santa Monica, CA and has over 26 years of experience in the finance industry.
Neela Hummel (CRD# 5842369) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 13 years of experience in the finance industry. Neela Hummel 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.
Matthew Iantosca (CRD# 5507568) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 15 years of experience in the finance industry. Matthew Iantosca 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.