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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
Stephanie Andersen (CRD# 6639235) is an Investment Advisor Representative working at Main Street Research LLC in Sausalito, CA and has over 7 years of experience in the finance industry.
Benjamin Armellini (CRD# 6558593) is an Investment Advisor Representative working at Main Street Research LLC in Sausalito, CA and has over 8 years of experience in the finance industry.
Joe Caldwell (CRD# 4938868) is an Investment Advisor Representative working at The Investment And Philanthropy Corporation in Sausalito, CA and has 1 year of experience in the finance industry.
Janet Campbell (CRD# 1103187) is an Investment Advisor Representative working at Abunda Financial, LLC in Sausalito, CA and has over 31 years of experience in the finance industry. Janet Campbell 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.
Louis Cheregotis (CRD# 2793077) is an Investment Advisor Representative working at C2c Wealth Management, LLC in Sausalito, CA and has over 27 years of experience in the finance industry.
Brian Chew (CRD# 4254548) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sausalito, CA and has over 23 years of experience in the finance industry.
James Demmert (CRD# 1576146) is an Investment Advisor Representative working at Main Street Research LLC in Sausalito, CA and has over 37 years of experience in the finance industry.
Robert Driscoll (CRD# 5679410) is an Investment Advisor Representative working at Miracle Mile Advisors, LLC in Sausalito, CA and has over 10 years of experience in the finance industry.
Peter Fiorita (CRD# 4985758) is an Investment Advisor Representative working at Main Street Research LLC in Sausalito, CA and has over 5 years of experience in the finance industry. Peter Fiorita 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 Fitzmaurice (CRD# 1670867) is an Investment Advisor Representative working at Marin Bay Wealth Advisors, LLC in Sausalito, CA and has over 36 years of experience in the finance industry.