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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
Marianne Bentivegna (CRD# 2260505) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Napa, CA and has over 31 years of experience in the finance industry.
Patrick Bentivegna (CRD# 2477112) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Rosa, CA and has over 29 years of experience in the finance industry.
Paul Bergeron (CRD# 5896842) is an Investment Advisor Representative working at The Retirement Group, LLC in Novato, CA and has over 12 years of experience in the finance industry.
Benjamin Bergfelt (CRD# 4163266) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Napa, CA and has over 23 years of experience in the finance industry.
Alan Berman (CRD# 1172578) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa, CA and has over 36 years of experience in the finance industry. Alan Berman 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 Bernardy (CRD# 728169) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Novato, CA and has over 40 years of experience in the finance industry.
Michele Berson (CRD# 2800821) is an Investment Advisor Representative working at Berson Money Management in Windsor, CA and has over 27 years of experience in the finance industry.
Jason Black (CRD# 5732610) is an Investment Advisor Representative working at Edward Jones in Santa Rosa, CA and has over 14 years of experience in the finance industry.
Robert Blanusa (CRD# 4644459) is an Investment Advisor Representative working at Napa Wealth Management in Napa, CA and has over 20 years of experience in the finance industry.
Gregory Block (CRD# 2330891) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Santa Rosa, CA and has over 23 years of experience in the finance industry.