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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
Benjamin Gongora (CRD# 4098484) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Rosa, CA and has over 24 years of experience in the finance industry.
Kenneth Gott (CRD# 4364789) is an Investment Advisor Representative working at Meritas Wealth Management, LLC in Santa Rosa, CA and has 1 year of experience in the finance industry. Kenneth Gott 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.
Kevin Goulding (CRD# 7017074) is an Investment Advisor Representative working at Zrc Wealth Management, LLC in Santa Rosa, CA and has over 5 years of experience in the finance industry. Kevin Goulding 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.
Brandon Grundy (CRD# 4687607) is an Investment Advisor Representative working at Ridgeview Financial Planning in Santa Rosa, CA and has over 20 years of experience in the finance industry. Brandon Grundy 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.
James Hague (CRD# 2974990) is an Investment Advisor Representative working at Janian Investment Advisers, LLC in Santa Rosa, CA and has over 11 years of experience in the finance industry.
Timothy Hanson (CRD# 1192920) is an Investment Advisor Representative working at Edward Jones in Santa Rosa, CA and has over 23 years of experience in the finance industry.
Janet Hart (CRD# 2137359) is an Investment Advisor Representative working at Commonwealth Financial Network in Santa Rosa, CA and has over 28 years of experience in the finance industry. Janet Hart 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.
Gilbert Hawkins (CRD# 240165) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa, CA and has 1 year of experience in the finance industry.
Scott Holder (CRD# 2427353) is an Investment Advisor Representative working at Edward Jones in Santa Rosa, CA and has over 30 years of experience in the finance industry.
Brett Howard (CRD# 4624492) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Santa Rosa, CA and has over 21 years of experience in the finance industry.