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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
Mark Keating (CRD# 4246668) is an Investment Advisor Representative working at Willow Creek Wealth Management, Inc. in Sebastopol, CA and has over 23 years of experience in the finance industry.
Steven Kerston (CRD# 5529782) is an Investment Advisor Representative working at Cuso Financial Services in Sebastopol, CA and has over 14 years of experience in the finance industry.
David Lawrence (CRD# 2619610) is an Investment Advisor Representative working at Willow Creek Wealth Management, Inc. in Sebastopol, CA and has 1 year of experience in the finance industry. David Lawrence 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.
Michael Long (CRD# 1025184) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Sebastopol, CA and has over 24 years of experience in the finance industry.
Michael Lucey (CRD# 3260632) is an Investment Advisor Representative working at Lucey Wealth Advisors LLC in Sebastopol, CA and has over 24 years of experience in the finance industry.
Steven Macnear (CRD# 4887317) is an Investment Advisor Representative working at Next Financial Group, Inc. in Sebastopol, CA and has over 18 years of experience in the finance industry.
Tim Moore (CRD# 1908748) is an Investment Advisor Representative working at Edward Jones in Sebastopol, CA and has over 35 years of experience in the finance industry.
Kenneth Roberts (CRD# 1392866) is an Investment Advisor Representative working at Financial Pathways in Sebastopol, CA and has over 31 years of experience in the finance industry. Kenneth Roberts 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.
Griffin Sheehy (CRD# 6217235) is an Investment Advisor Representative working at Willow Creek Wealth Management, Inc. in Sebastopol, CA and has over 8 years of experience in the finance industry.
Spencer Sherman (CRD# 1609423) is an Investment Advisor Representative working at Abacus Wealth Partners in Sebastopol, CA and has over 37 years of experience in the finance industry.