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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
Yvonne Madson (CRD# 4166833) is an Investment Advisor Representative working at Commonwealth Financial Network in Santa Rosa, CA and has over 23 years of experience in the finance industry.
William Mapes (CRD# 1833468) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Santa Rosa, CA and has over 15 years of experience in the finance industry.
Ryan Mason (CRD# 4429923) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Santa Rosa, CA and has over 22 years of experience in the finance industry.
Clark Matthiessen (CRD# 3146599) is an Investment Advisor Representative working at Cuso Financial Services in Santa Rosa, CA and has over 25 years of experience in the finance industry. Clark Matthiessen 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.
Anthea Maybury (CRD# 5515386) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa, CA and has over 15 years of experience in the finance industry.
Ray Meadows (CRD# 2875106) is an Investment Advisor Representative working at Berkeley Investment Advisors in Santa Rosa, CA and has 1 year of experience in the finance industry.
Drake Medeiros (CRD# 6226094) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Santa Rosa, CA and has over 9 years of experience in the finance industry.
Barry Mendelson (CRD# 2531235) is an Investment Advisor Representative working at Zrc Wealth Management, LLC in Santa Rosa, CA and has over 27 years of experience in the finance industry. Barry Mendelson 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.
Tracy Miu (CRD# 6050237) is an Investment Advisor Representative working at Wealthspring in Santa Rosa, CA and has over 8 years of experience in the finance industry.
Kevin Morrow (CRD# 1752418) is an Investment Advisor Representative working at Fermata Advisors in Santa Rosa, CA and has over 29 years of experience in the finance industry.