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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
Kathryn Peyton (CRD# 6708536) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 7 years of experience in the finance industry. Kathryn Peyton 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.
Sean Pham (CRD# 5092586) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 18 years of experience in the finance industry.
Vanessa Pocock (CRD# 5807489) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Santa Monica, CA and has over 13 years of experience in the finance industry.
Barrett Porter (CRD# 4257687) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 23 years of experience in the finance industry. Barrett Porter 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 Portillo (CRD# 6827390) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Monica, CA and has over 5 years of experience in the finance industry.
Michael Posner (CRD# 4378388) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Monica, CA and has over 22 years of experience in the finance industry.
Daniel Preslar (CRD# 4678872) is an Investment Advisor Representative working at Redwood Wealth Management, LLC in Santa Monica, CA and has over 20 years of experience in the finance industry.
Marshall Quan (CRD# 3210547) is an Investment Advisor Representative working at Ocean Park Asset Management, Inc. in Santa Monica, CA and has over 22 years of experience in the finance industry.
Spencer Rand (CRD# 6144205) is an Investment Advisor Representative working at Five Oceans Advisors in Santa Monica, CA and has over 11 years of experience in the finance industry.
Kamil Rehman (CRD# 2124815) is an Investment Advisor Representative working at Edward Jones in Santa Monica, CA and has over 26 years of experience in the finance industry.