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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
Hannah Boundy (CRD# 6330580) is an Investment Advisor Representative working at Sherwood Financial Partners, LLC in Westlake Village, CA and has over 10 years of experience in the finance industry. Hannah Boundy 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 Bowen (CRD# 2601600) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 28 years of experience in the finance industry.
John Bowers (CRD# 2954486) is an Investment Advisor Representative working at Gold Coast Securities, Inc. in Thousand Oaks, CA and has over 24 years of experience in the finance industry.
Marvin Boxdorfer (CRD# 1585872) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 37 years of experience in the finance industry.
Joel Boyce (CRD# 2748240) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westlake Village, CA and has over 27 years of experience in the finance industry.
Priscilla Brehm (CRD# 1017559) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has 1 year of experience in the finance industry.
Kyle Breitzman (CRD# 5161223) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 17 years of experience in the finance industry. Kyle Breitzman 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.
Laurie Brennan (CRD# 1370395) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Westlake Village, CA and has over 31 years of experience in the finance industry.
Zachary Breverman (CRD# 5817931) is an Investment Advisor Representative working at Wells Fargo Advisors in Agoura Hills, CA and has over 12 years of experience in the finance industry.
Anna-christina Brockschmidt (CRD# 6317269) is an Investment Advisor Representative working at Pacific Financial Strategies, Inc. in Thousand Oaks, CA and has over 8 years of experience in the finance industry.