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Distance Only Sonoma, CA
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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
Peggy Engel-Kent (CRD# 4493284) is an Investment Advisor Representative working at Edward Jones in Sonoma, CA and has over 8 years of experience in the finance industry.
Connie Ferrell (CRD# 4812710) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sonoma, CA and has over 19 years of experience in the finance industry.
Todd Gerber (CRD# 221091) is an Investment Advisor Representative working at Edward Jones in Sonoma, CA and has over 43 years of experience in the finance industry.
Todd Gomes (CRD# 5128533) is an Investment Advisor Representative working at Fermata Advisors in Sonoma, CA and has over 17 years of experience in the finance industry.
Howard Gorbach (CRD# 2224517) is an Investment Advisor Representative working at Principal Securities, Inc. in Sonoma, CA and has over 31 years of experience in the finance industry.
Michele Holton (CRD# 2162301) is an Investment Advisor Representative working at Wealthfolio Advisors LLC in Sonoma, CA and has over 8 years of experience in the finance industry.
Matthew Lightner (CRD# 4772097) is an Investment Advisor Representative working at Edward Jones in Sonoma, CA and has over 19 years of experience in the finance industry.
Aimee Matthews (CRD# 6389536) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sonoma, CA and has over 7 years of experience in the finance industry.
Alychandra McFarlane (CRD# 2540537) is an Investment Advisor Representative working at Wealthfolio Advisors LLC in Sonoma, CA and has over 29 years of experience in the finance industry.
Lillian Meyers (CRD# 2016710) is an Investment Advisor Representative working at Meyers Financial Services in Sonoma, CA and has over 33 years of experience in the finance industry. Lillian Meyers 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.