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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
Daniel Horgan (CRD# 1620034) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Newport Beach, CA and has over 36 years of experience in the finance industry.
James Skorheim (CRD# 6384003) is an Investment Advisor Representative working at Dorman Skorheim Wealth Management LLC in Laguna Niguel, CA. Mr. Skorheim is a Certified Public Accountant (CPA Lic# 122409) and Certified Valuation Analyst (CVA# 61431) at the public accounting firm of Skorheim & Associates, AAC in Laguna Niguel, CA.
I started contributing to my firm's 401(k) plan early and have already seen the many benefits that come with early planning and investing. I love helping others navigate the financial markets. I enjoy helping others look at their overall financial picture from...
Richard Jensen (CRD# 2361078) is an Investment Advisor Representative working at Baker Jensen Investment Advisors, LLC in San Juan Capistrano, CA and has over 30 years of experience in the finance industry.
Kenneth Annaloro (CRD# 5977424) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Juan Capistrano, CA and has over 12 years of experience in the finance industry.
Amir Arbabi (CRD# 4914192) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Juan Capistrano, CA and has over 18 years of experience in the finance industry.
Brendan Archibald (CRD# 6443133) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in San Juan Capistrano, CA and has over 7 years of experience in the finance industry. Brendan Archibald 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.
Paul Avila (CRD# 1816504) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in San Juan Capistrano, CA and has over 34 years of experience in the finance industry.
Michael Beattie (CRD# 5188527) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Juan Capistrano, CA and has over 17 years of experience in the finance industry.
Carmello Buscemi (CRD# 3141237) is an Investment Advisor Representative working at Lpl Financial LLC in San Juan Capistrano, CA and has over 25 years of experience in the finance industry.
Christina Bush (CRD# 2535786) is an Investment Advisor Representative working at Cooper Mcmanus in San Juan Capistrano, CA and has over 29 years of experience in the finance industry.