Distance Metro area (25 miles)
- 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
William Schatz (CRD# 2208413) is an Investment Advisor Representative working at Lincoln Investment in Stanwood, WA and has over 25 years of experience in the finance industry. William Schatz 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.
Wade Davis (CRD# 4526514) is an Investment Advisor Representative working at Financial Advocates Investment Management in Stanwood, WA and has over 15 years of experience in the finance industry.