-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Faith Much (CRD# 6576017) is an Investment Advisor Representative working at Edward Jones in Valley Center, CA and has over 8 years of experience in the finance industry.
Merrit Strunk (CRD# 313233) and Momentum Financial & Ins Svcs LLC is a Registered Investment Advisory Firm, Certified Financial Fiduciary, Author of Your Retirement (UN) Broken book and Radio and Podcast host of the Retirement (UN)Broken Show. Momentum Financial provides comprehensive financial planning and wealth management.
Located in San Diego CA and serves clients across the US.
Momentum primarily serves individuals and small business owners that aspire to have a work optional lifestyle in retirement.
We’ve developed and refined the proprietary Momentum LifeYield process which...
Steven Much (CRD# 7677013) is an Investment Advisor Representative working at Edward Jones in Valley Center, CA and has 1 year of experience in the finance industry.
James Patterson (CRD# 7378435) is an Investment Advisor Representative working at Premier Financial Planning, Inc. in Valley Center, CA and has over 2 years of experience in the finance industry.
Scott Butera (CRD# 2946276) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 24 years of experience in the finance industry. Scott Butera 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Web...
Kenneth Abady (CRD# 1563615) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Diego, CA and has over 33 years of experience in the finance industry.
Jemuel Abarientos (CRD# 4876819) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Temecula, CA and has over 7 years of experience in the finance industry.
Weldon Abell (CRD# 2705314) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 28 years of experience in the finance industry.
Tyler Abney (CRD# 5138196) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 17 years of experience in the finance industry. Tyler Abney 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.