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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
Jonathan Cheng (CRD# 2067921) is an Investment Advisor Representative working at Breakwater Investment Group, LLC in Newport Beach, CA and has over 33 years of experience in the finance industry. Jonathan Cheng 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.
Francisco Cossio-Franco (CRD# 5957829) is an Investment Advisor Representative working at Lpl Financial LLC in Palm Springs, CA and has over 11 years of experience in the finance industry.
David Dardashti (CRD# 4958265) is an Investment Advisor Representative working at Spearhead Advisors, LLC in Newport Beach, CA and has over 16 years of experience in the finance industry.
James Estes (CRD# 2484236) is an Investment Advisor Representative working at Desert Wealth Management LLC in Palm Desert, CA and has over 29 years of experience in the finance industry. James Estes 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.
Joseph Ferree (CRD# 1173801) is an Investment Advisor Representative working at Sequoia Wealth, LLC in Palm Springs, CA and has over 10 years of experience in the finance industry.
Vito Francone (CRD# 2349326) is an Investment Advisor Representative working at Alexander Capital Wealth Management LLC in Newport Beach, CA and has over 29 years of experience in the finance industry.
Gloria Franz (CRD# 2249188) is an Investment Advisor Representative working at The Wealth Consulting Group in Palm Desert, CA and has over 31 years of experience in the finance industry. Gloria Franz 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.
Samuel Frasco (CRD# 6979865) is an Investment Advisor Representative working at First Trust Advisors LP in Newport Beach, CA and has over 5 years of experience in the finance industry.
Grant Fraser (CRD# 1591899) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newport Beach, CA and has over 24 years of experience in the finance industry.
Jeffrey Gilbert (CRD# 1993261) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in Newport Beach, CA and has over 33 years of experience in the finance industry.