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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
Sheri Ann Chang Yamaguchi (CRD# 2809546) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has 1 year of experience in the finance industry. Sheri Ann Chang Yamaguchi 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.
Bradley Chapman (CRD# 4457480) is an Investment Advisor Representative working at Opus Private Wealth Group, LLC in Westlake Village, CA and has over 22 years of experience in the finance industry. Bradley Chapman 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.
Andrew Chen (CRD# 7041936) is an Investment Advisor Representative working at Manchester Financial Inc. in Westlake Village, CA and has over 5 years of experience in the finance industry.
Robert Chow (CRD# 2185699) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Westlake Village, CA and has over 32 years of experience in the finance industry.
Richard Christensen (CRD# 5494117) is an Investment Advisor Representative working at Wells Fargo Advisors in Westlake Village, CA and has over 13 years of experience in the finance industry.
Anastasia Ciudinovschih (CRD# 6219747) is an Investment Advisor Representative working at Morgan Stanley in Westlake Village, CA and has over 9 years of experience in the finance industry.
Robert Clark (CRD# 5064095) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westlake Village, CA and has over 18 years of experience in the finance industry.
Kai Cogswell (CRD# 5511714) is an Investment Advisor Representative working at Wells Fargo Advisors in Westlake Village, CA and has over 15 years of experience in the finance industry.
Sandra Cohen (CRD# 6288790) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has 1 year of experience in the finance industry.
Anthony Consiglio (CRD# 4503136) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westlake Village, CA and has over 21 years of experience in the finance industry.