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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
Gerardo Camacho (CRD# 4387036) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Thousand Oaks, CA and has over 22 years of experience in the finance industry.
James Cannon (CRD# 5931557) is an Investment Advisor Representative working at Cannon Wealth Group LLC in Tarzana, CA and has over 12 years of experience in the finance industry.
Paul Cohen (CRD# 1180121) is an Investment Advisor Representative working at Marest Capital, LLC in Tarzana, CA and has over 5 years of experience in the finance industry.
Amy Friedman (CRD# 5482272) is an Investment Advisor Representative working at Kevin Kennedy, LLC in Simi Valley, CA and has over 15 years of experience in the finance industry. Amy Friedman 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.
Bruce Gendein (CRD# 837210) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Tarzana, CA and has over 39 years of experience in the finance industry.
Norman Goodman (CRD# 4036217) is an Investment Advisor Representative working at Crown Capital Securities, LP in Tarzana, CA and has over 24 years of experience in the finance industry.
Joseph Gopez (CRD# 6247996) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Woodland Hills, CA and has over 9 years of experience in the finance industry.
Kim La Zare (CRD# 2184990) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Tarzana, CA and has over 32 years of experience in the finance industry.
David Lazar (CRD# 3064903) is an Investment Advisor Representative working at Avantax Advisory Services in Tarzana, CA and has over 25 years of experience in the finance industry.
Karen Malkoff-Hatton (CRD# 1258714) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Tarzana, CA and has over 35 years of experience in the finance industry. Karen Malkoff-Hatton 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.