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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
Cynthia Buckman (CRD# 2061822) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Santa Rosa, CA and has over 33 years of experience in the finance industry.
Eric Bunker (CRD# 838539) is an Investment Advisor Representative working at Benedetti, Gucer & Associates in Penngrove, CA and has over 33 years of experience in the finance industry.
Russell Burch (CRD# 5161371) is an Investment Advisor Representative working at Lpl Financial LLC in Vacaville, CA and has over 16 years of experience in the finance industry.
Erin Burke (CRD# 4741512) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sonoma, CA and has over 19 years of experience in the finance industry.
James Busterud (CRD# 3126158) is an Investment Advisor Representative working at Jack Point Advisors, LLC in Novato, CA and has over 25 years of experience in the finance industry. James Busterud 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.
Gary Butler (CRD# 5349294) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Novato, CA and has over 16 years of experience in the finance industry.
Daniel Byrne (CRD# 2606471) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa, CA and has over 28 years of experience in the finance industry.
Arnie Cabiles (CRD# 1778128) is Owner, CERTIFIED FINANCIAL PLANNING™ Professional, and Investment Advisor Representative at Achievable Wealth LLC and has over 27 years of experience in the finance industry.
Many people, as they approach retirement, wonder if they are making proper financial decisions. We provide a roadmap and an on-going relationship so they can feel confident about their financial future.
Our focus has been on working with people who are transitioning into retirement, need help in creating an ongoing income stream, and wish to leave a legacy to loved ones and favorite...
Douglas Caesare (CRD# 2468185) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa, CA and has over 29 years of experience in the finance industry.
James Calforda (CRD# 1984803) is an Investment Advisor Representative working at Lpl Financial LLC in Napa, CA and has over 33 years of experience in the finance industry.