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
David Anderegg (CRD# 6504896) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Winder, GA and has over 2 years of experience in the finance industry.
Troy Beckett (CRD# 1960640) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Winder, GA and has over 27 years of experience in the finance industry.
Travis Raish (CRD# 2368679) is a wealth manager, teacher and writer.
He is founder and president of Circa Capital, a financial planning and wealth management firm in Georgia, and has 20 years of experience in professional money management.
Travis is a Chartered Financial Analyst (CFA) charterholder, a designation offered through the CFA Institute, and is a member of the Atlanta Society of Finance and Investment Professionals (ASFIP).
The advisors of Circa Capital offer complete, goals-based financial planning and wealth management services.
As a client, we show you comprehensively where you...
Robert Weber (CRD# 1186604) is an Investment Advisor Representative working at Weber Financial Advisory, Inc. in Duluth, GA and has over 34 years of experience in the finance industry. Robert Weber 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.