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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 Weil (CRD# 2888494) is an Investment Advisor Representative working at Mw Investment Strategy in Sonoma, CA and has 1 year of experience in the finance industry. Martin Weil 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.
Clayton Dunkle (CRD# 7271260) is an Investment Advisor Representative working at Fermata Advisors in Sonoma, CA and has over 3 years of experience in the finance industry.
Diana Archibald (CRD# 7043198) is an Investment Advisor Representative working at Tweddell Goldberg Investment Management in Sonora, CA and has over 5 years of experience in the finance industry.
Daniel Clarke (CRD# 5983904) is an Investment Advisor Representative working at Commonwealth Financial Network in Sonora, CA and has over 8 years of experience in the finance industry.
Jeff Costello (CRD# 5947947) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Sonora, CA and has over 12 years of experience in the finance industry.
Serena Davis (CRD# 4336839) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Sonora, CA and has over 22 years of experience in the finance industry.
Kathryn Duclo (CRD# 2967025) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Murphys, CA and has over 26 years of experience in the finance industry.
Blane Franca (CRD# 5430489) is an Investment Advisor Representative working at Edward Jones in Sonora, CA and has over 8 years of experience in the finance industry.
Steven Goldberg (CRD# 5207673) is an Investment Advisor Representative working at Tweddell Goldberg Investment Management in Sonora, CA and has over 17 years of experience in the finance industry.
Kimberly Hembree (CRD# 5228212) is an Investment Advisor Representative working at Commonwealth Financial Network in Sonora, CA and has over 17 years of experience in the finance industry.