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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
Rick Martinez (CRD# 6524415) is an Investment Advisor Representative working at Retirement Wealth Management in Upland, CA and has over 9 years of experience in the finance industry. Rick Martinez 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.
Steven Martinez (CRD# 5687442) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Upland, CA and has over 13 years of experience in the finance industry. Steven Martinez 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.
Isahi Medina (CRD# 5013965) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Upland, CA and has over 5 years of experience in the finance industry.
Kurt Moseley (CRD# 5764176) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Upland, CA and has over 10 years of experience in the finance industry.
Kimberly Neal (CRD# 2716603) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Upland, CA and has over 26 years of experience in the finance industry.
June Redick (CRD# 1179806) is an Investment Advisor Representative working at Lpl Financial LLC in Upland, CA and has over 36 years of experience in the finance industry.
Ernest Reyes (CRD# 1751604) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Upland, CA and has over 33 years of experience in the finance industry.
Brett Sanner (CRD# 2422858) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Upland, CA and has over 30 years of experience in the finance industry.
Shannon Sapp (CRD# 2675806) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Upland, CA and has over 28 years of experience in the finance industry.
Jason Sgrignoli (CRD# 4445425) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Upland, CA and has over 22 years of experience in the finance industry.