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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
Frederick Burrows (CRD# 1092723) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Santa Barbara, CA and has over 41 years of experience in the finance industry.
Steve Caltagirone (CRD# 3227269) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 24 years of experience in the finance industry. Steve Caltagirone 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.
Cathy Cash (CRD# 2812913) is an Investment Advisor Representative working at Morton Wealth in Santa Barbara, CA and has over 21 years of experience in the finance industry.
Nick Cassidy (CRD# 5211863) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Barbara, CA and has over 17 years of experience in the finance industry.
David Catalfimo (CRD# 1743565) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Barbara, CA and has over 36 years of experience in the finance industry.
Krista Chaves (CRD# 5628574) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 15 years of experience in the finance industry.
Aaron Clark (CRD# 4768202) is an Investment Advisor Representative working at Monarch Wealth Strategies in Santa Barbara, CA and has over 20 years of experience in the finance industry. Aaron Clark 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.
Byron Clark (CRD# 2874549) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 26 years of experience in the finance industry.
Sara Clark (CRD# 5553797) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 14 years of experience in the finance industry.
Steven Colton (CRD# 1316975) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has over 39 years of experience in the finance industry.