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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
Steven Wilkinson (CRD# 5294043) is an Investment Advisor Representative working at Monarch Plan Advisors in Simi Valley, CA and has over 17 years of experience in the finance industry.
Aren Yarian (CRD# 6401104) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Simi Valley, CA and has over 9 years of experience in the finance industry.
Daniel Boston (CRD# 7341906) is an Investment Advisor Representative working at The Butterfield Group in Simi Valley, CA and has over 3 years of experience in the finance industry. Daniel Boston 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.
Daniel Castillo-Reyes (CRD# 7682282) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Simi Valley, CA and has 1 year of experience in the finance industry.
Peter Dahabreh (CRD# 5880579) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Simi Valley, CA and has over 2 years of experience in the finance industry.
Taylor Davis (CRD# 7561183) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 2 years of experience in the finance industry.
William Decker (CRD# 7195060) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 4 years of experience in the finance industry.
William Fuentes (CRD# 1330327) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Simi Valley, CA and has over 27 years of experience in the finance industry.
Grant Goldstein (CRD# 7692917) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Simi Valley, CA and has 1 year of experience in the finance industry.
Ronald Hall (CRD# 2207786) is an Investment Advisor Representative working at Monarch Plan Advisors in Simi Valley, CA and has 1 year of experience in the finance industry.