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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
William Crowder (CRD# 1111010) is an Investment Advisor Representative working at Sine~wave Technology Inc. in Santa Rosa, CA and has over 41 years of experience in the finance industry.
John Davis (CRD# 4157021) is an Investment Advisor Representative working at Zrc Wealth Management, LLC in Santa Rosa, CA and has over 23 years of experience in the finance industry. John Davis 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 Davis (CRD# 4945104) is an Investment Advisor Representative working at Morgan Stanley in Santa Rosa, CA and has over 18 years of experience in the finance industry.
Matthew Delaney (CRD# 4691572) is an Investment Advisor Representative working at Jdh Wealth Management, LLC in Santa Rosa, CA and has over 20 years of experience in the finance industry.
Henry Desjardins (CRD# 6747295) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Santa Rosa, CA and has over 7 years of experience in the finance industry.
David Devincenzi (CRD# 2422415) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Rosa, CA and has over 28 years of experience in the finance industry.
Robert Duffield (CRD# 5592999) is an Investment Advisor Representative working at Edward Jones in Santa Rosa, CA and has over 15 years of experience in the finance industry.
Mark Dunn (CRD# 6325659) is an Investment Advisor Representative working at Edward Jones in Santa Rosa, CA and has over 9 years of experience in the finance industry.
Norman Eisley (CRD# 5069092) is an Investment Advisor Representative working at Edward Jones in Santa Rosa, CA and has over 18 years of experience in the finance industry.
Judith Enochs (CRD# 2426911) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Santa Rosa, CA and has over 29 years of experience in the finance industry.