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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
Kristin Sindoni (CRD# 5581613) is an Investment Advisor Representative working at Conservest Capital Advisors Inc. in Wynnewood, PA and has over 15 years of experience in the finance industry.
David Turbiner (CRD# 5316506) is an Investment Advisor Representative working at Cw Advisors, LLC in Wynnewood, PA and has over 8 years of experience in the finance industry.
Marc Weinstein (CRD# 3221817) is an Investment Advisor Representative working at Avantax Advisory Services in Wynnewood, PA and has over 24 years of experience in the finance industry.
Barbara Wolf (CRD# 4602093) is an Investment Advisor Representative working at Abacus Wealth Partners in Wynnewood, PA and has over 23 years of experience in the finance industry. Barbara Wolf 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.
Tyler Wynn (CRD# 4656860) is an Investment Advisor Representative working at Birch Creek Capital, LLC in Wynnewood, PA and has over 18 years of experience in the finance industry.
Eric Zeltner (CRD# 6421689) is an Investment Advisor Representative working at Cw Advisors, LLC in Wynnewood, PA and has over 9 years of experience in the finance industry. Eric Zeltner 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.
Keith Coleman (CRD# 4694856) is an Investment Advisor Representative working at Edward Jones in Wynnewood, PA and has over 20 years of experience in the finance industry.
Mary Daly (CRD# 6922473) is an Investment Advisor Representative working at Independence Asset Advisors, LLC in Wynnewood, PA and has over 5 years of experience in the finance industry.
Justin Horowitz (CRD# 5572908) is an Investment Advisor Representative working at Birch Creek Capital, LLC in Wynnewood, PA and has over 14 years of experience in the finance industry.