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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
Timothy Schoeffler (CRD# 874068) is an Investment Advisor Representative working at Commonwealth Financial Network in Palm Springs, CA and has over 34 years of experience in the finance industry. Timothy Schoeffler 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.
Robert Smith (CRD# 1314372) is an Investment Advisor Representative working at Mml Investors Services, LLC in Palm Springs, CA and has over 13 years of experience in the finance industry.
Nila Tatum (CRD# 1206315) is an Investment Advisor Representative working at The Wealth Consulting Group in Palm Desert, CA and has over 29 years of experience in the finance industry.
Mark Vivian (CRD# 4061308) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Palm Springs, CA and has over 24 years of experience in the finance industry.
David Walkush (CRD# 4138083) is an Investment Advisor Representative working at Breakwater Investment Group, LLC in Newport Beach, CA and has over 24 years of experience in the finance industry.
Leilani Walkush (CRD# 4609490) is an Investment Advisor Representative working at Breakwater Investment Group, LLC in Newport Beach, CA and has over 15 years of experience in the finance industry.
Neal Wilson (CRD# 1849565) is an Investment Advisor Representative working at The Wealth Consulting Group in Palm Desert, CA and has over 34 years of experience in the finance industry.
Timothy Wood (CRD# 6645249) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cathedral City, CA and has over 5 years of experience in the finance industry.
Adam Wright (CRD# 6218119) is an Investment Advisor Representative working at Edward Jones in Palm Springs, CA and has over 10 years of experience in the finance industry.
Charmin Wu (CRD# 4633293) is an Investment Advisor Representative working at Avantax Advisory Services in Newport Beach, CA and has over 21 years of experience in the finance industry.