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
Karen Lindberg (CRD# 2568710) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Visalia, CA and has over 22 years of experience in the finance industry. Karen Lindberg 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.
Samuel Gilman (CRD# 3106332) is an Investment Advisor Representative working at Gilman, Harris & Travioli, An Accountancy Corporation in Visalia, CA and has over 18 years of experience in the finance industry.