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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
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.
Christopher Sipes (CRD# 5849183) is an Investment Advisor Representative working at Fermata Advisors in Sonoma, CA and has over 13 years of experience in the finance industry.
James Stein (CRD# 5211241) is an Investment Advisor Representative working at Edward Jones in Sonoma, CA and has over 17 years of experience in the finance industry.
Lindsey Stone (CRD# 6336758) is an Investment Advisor Representative working at Edward Jones in Sonoma, CA and has over 9 years of experience in the finance industry.
Thomas Tobias (CRD# 5513921) is an Investment Advisor Representative working at Money Compass Advisors in Sonoma, CA and has over 15 years of experience in the finance industry.
Joseph Turfa (CRD# 3147247) is an Investment Advisor Representative working at Cuso Financial Services in Sonoma, CA and has over 16 years of experience in the finance industry.
Russell Van Sistine (CRD# 6491510) is an Investment Advisor Representative working at Fermata Advisors in Sonoma, CA and has over 8 years of experience in the finance industry. Russell Van Sistine 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.
Khoi Vu (CRD# 6952551) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sonoma, CA and has over 5 years of experience in the finance industry.
James Wandzilak (CRD# 2245501) is an Investment Advisor Representative working at Edward Jones in Sonoma, CA and has over 31 years of experience in the finance industry.
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.