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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
Tu Bui (CRD# 2897393) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Pleasanton, CA and has over 26 years of experience in the finance industry.
Flora Burke (CRD# 2045888) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Modesto, CA and has over 33 years of experience in the finance industry.
Jeffrey Burrow (CRD# 4119745) is an Investment Advisor Representative working at Sierra Ocean, LLC in Ripon, CA and has over 24 years of experience in the finance industry. Jeffrey Burrow 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.
Timothy Buzzini (CRD# 2289896) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Modesto, CA and has over 31 years of experience in the finance industry.
Juliet Cardona (CRD# 6497150) is an Investment Advisor Representative working at Lifepro Asset Management in Pleasanton, CA and has over 7 years of experience in the finance industry.
Joel Carignan (CRD# 5631081) is an Investment Advisor Representative working at Edward Jones in Stockton, CA and has over 15 years of experience in the finance industry.
David Carlisle (CRD# 6371754) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Pleasanton, CA and has over 9 years of experience in the finance industry.
Raymond Carlisle (CRD# 2973800) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Pleasanton, CA and has over 26 years of experience in the finance industry.
Anthony Carr (CRD# 4273957) is an Investment Advisor Representative working at Carr Wealth Management LLC in Pleasanton, CA and has over 25 years of experience in the finance industry. Anthony Carr 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.