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
Aaron Schmoekel (CRD# 4027795) is an Investment Advisor Representative working at Smart Investor in Woodland, CA and has over 18 years of experience in the finance industry. Aaron Schmoekel 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.
James Pascoe (CRD# 1013165) is an Investment Advisor Representative working at Prudential Financial Planning Services in Woodland, CA and has over 10 years of experience in the finance industry.