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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
Windy Fino (CRD# 6124090) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 7 years of experience in the finance industry.
Edward Fisher (CRD# 5889826) is an Investment Advisor Representative working at Double Springs Capital LLC in Santa Barbara, CA and has over 11 years of experience in the finance industry.
Fredric Fisher (CRD# 4190041) is an Investment Advisor Representative working at Trinity Capital Management, LLC in Santa Barbara, CA and has over 24 years of experience in the finance industry. Fredric Fisher 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 Flood (CRD# 2532409) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Santa Barbara, CA and has over 29 years of experience in the finance industry.
Victoria Forgerson (CRD# 4772743) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Santa Barbara, CA and has over 12 years of experience in the finance industry.
Mary Francisco (CRD# 1832319) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 21 years of experience in the finance industry.
Johan Frisell (CRD# 3002232) is an Investment Advisor Representative working at Capital Wealth Strategies, LLC in Santa Barbara, CA and has over 26 years of experience in the finance industry.
Geoffrey Gaggs (CRD# 2725114) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 28 years of experience in the finance industry. Geoffrey Gaggs 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.
Joseph Gagnon (CRD# 4857998) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Santa Barbara, CA and has over 19 years of experience in the finance industry. Joseph Gagnon 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.
Christopher Gallo (CRD# 2353050) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Santa Barbara, CA and has over 29 years of experience in the finance industry.