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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
Michael Wilson (CRD# 2535458) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Santa Rosa, CA and has over 29 years of experience in the finance industry. Michael Wilson 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.
Barry Wong (CRD# 2815798) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Santa Rosa, CA and has over 27 years of experience in the finance industry. Barry Wong 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 Wood (CRD# 2360240) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Santa Rosa, CA and has over 30 years of experience in the finance industry.
Douglas Wulbrecht (CRD# 1343058) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Santa Rosa, CA and has over 38 years of experience in the finance industry.
Sharon Zimmerman (CRD# 4517108) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Santa Rosa, CA and has over 22 years of experience in the finance industry.
Brian Frost (CRD# 5771204) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Santa Rosa, CA and has over 13 years of experience in the finance industry.
Michael Anderson (CRD# 7083960) is an Investment Advisor Representative working at Moss Adams Wealth Advisors LLC in Santa Rosa, CA and has over 4 years of experience in the finance industry.
Brian Barrett (CRD# 6946620) is an Investment Advisor Representative working at Eagle Strategies LLC in Santa Rosa, CA and has over 4 years of experience in the finance industry.
Danielle Beasley (CRD# 6159463) is an Investment Advisor Representative working at Cuso Financial Services in Santa Rosa, CA and has over 9 years of experience in the finance industry.
Zachary Bressick (CRD# 6422777) is an Investment Advisor Representative working at Eagle Strategies LLC in Santa Rosa, CA and has over 7 years of experience in the finance industry.