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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
Fernando Gonzalez (CRD# 5369592) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Whittier, CA and has over 16 years of experience in the finance industry.
Kevin Gotts (CRD# 2072059) is an Investment Advisor Representative working at Lpl Financial LLC in Whittier, CA and has over 33 years of experience in the finance industry. Kevin Gotts 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 Griffiths (CRD# 6545034) is an Investment Advisor Representative working at The Ameriflex Group in Whittier, CA and has over 8 years of experience in the finance industry.
Laura Guerrero (CRD# 4560276) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Whittier, CA and has over 21 years of experience in the finance industry. Laura Guerrero 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.
Christopher Hart (CRD# 2225579) is an Investment Advisor Representative working at Lpl Financial LLC in Whittier, CA and has over 32 years of experience in the finance industry.
Byron Hirata (CRD# 732174) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Whittier, CA and has over 18 years of experience in the finance industry. Byron Hirata 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.
Rene Licon (CRD# 2353239) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in Whittier, CA and has over 30 years of experience in the finance industry. Rene Licon 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.
Herbert Messick (CRD# 332656) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Whittier, CA and has over 40 years of experience in the finance industry. Herbert Messick 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.
Aaron Munoz (CRD# 2706327) is an Investment Advisor Representative working at Cerda Munoz Advisors, Inc. in Whittier, CA and has over 26 years of experience in the finance industry. Aaron Munoz 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.
Stephen Murdock (CRD# 342990) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Whittier, CA and has over 29 years of experience in the finance industry. Stephen Murdock 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.