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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
Mason Moore (CRD# 6863231) is an Investment Advisor Representative working at Fermata Advisors in Sonoma, CA and has over 5 years of experience in the finance industry.
Richard Mordesovich (CRD# 2342709) is an Investment Advisor Representative working at Sonoma Private Wealth LLC in Sonoma, CA and has over 30 years of experience in the finance industry.
William Murray (CRD# 2779868) is an Investment Advisor Representative working at Fermata Advisors in Sonoma, CA and has over 27 years of experience in the finance industry. William Murray 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.
Chetan Patel (CRD# 6762317) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sonoma, CA and has over 6 years of experience in the finance industry.
Zachary Paul (CRD# 6372655) is an Investment Advisor Representative working at Fermata Advisors in Sonoma, CA and has over 9 years of experience in the finance industry.
Michael Reilly (CRD# 2022710) is an Investment Advisor Representative working at Edward Jones in Sonoma, CA and has over 31 years of experience in the finance industry.
George Scafidi (CRD# 1364035) is an Investment Advisor Representative working at Sonoma Asset Management in Sonoma, CA and has over 35 years of experience in the finance industry.
Eric Schuler (CRD# 6984576) is an Investment Advisor Representative working at Schuler Capital Management LLC in Sonoma, CA and has over 6 years of experience in the finance industry.
Gary Scott (CRD# 2490748) is an Investment Advisor Representative working at Edward Jones in Sonoma, CA and has over 29 years of experience in the finance industry.
Ben Sedillo (CRD# 5404747) is an Investment Advisor Representative working at Fermata Advisors in Sonoma, CA and has over 16 years of experience in the finance industry.