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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
Martin Benck (CRD# 2163003) is an Investment Advisor Representative working at Prudential Financial Planning Services in Santa Rosa, CA and has over 32 years of experience in the finance industry.
Walter Bennett (CRD# 2170648) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Rosa, CA and has over 27 years of experience in the finance industry.
Patrick Bentivegna (CRD# 2477112) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Rosa, CA and has over 30 years of experience in the finance industry.
Alan Berman (CRD# 1172578) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa, CA and has over 36 years of experience in the finance industry. Alan Berman 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.
Keith Bernardy (CRD# 728169) is an Investment Advisor Representative working at Lpl Financial LLC in Novato, CA and has over 40 years of experience in the finance industry.
Michele Berson (CRD# 2800821) is an Investment Advisor Representative working at Berson Money Management in Windsor, CA and has over 27 years of experience in the finance industry.
Thomas Birch (CRD# 805540) is an Investment Advisor Representative working at Newedge Advisors in Novato, CA and has over 25 years of experience in the finance industry. Thomas Birch 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.
Jason Black (CRD# 5732610) is an Investment Advisor Representative working at Edward Jones in Santa Rosa, CA and has over 14 years of experience in the finance industry.
Gregory Block (CRD# 2330891) is an Investment Advisor Representative working at Osaic Fa, Inc. in Santa Rosa, CA and has over 23 years of experience in the finance industry.
Stephen Block (CRD# 4584035) is an Investment Advisor Representative working at Zrc Wealth Management, LLC in Santa Rosa, CA and has 1 year of experience in the finance industry.