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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
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...
Alex Kahn (CRD# 6448176) is an Investment Advisor Representative working at Flexpath Strategies in Aliso Viejo, CA and has over 9 years of experience in the finance industry.
Geoffrey Keeling (CRD# 2644071) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 9 years of experience in the finance industry.
Roger Kliminski (CRD# 722960) is an Investment Advisor Representative working at Global Investment Solutions, LLC in Aliso Viejo, CA and has over 31 years of experience in the finance industry.
Beth Krasnow (CRD# 6306705) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has 1 year of experience in the finance industry.
Richard Kruse (CRD# 1218830) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 40 years of experience in the finance industry.
Christopher Langstaff (CRD# 6482905) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 8 years of experience in the finance industry.
Bradley Larsen (CRD# 1818990) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 28 years of experience in the finance industry.
Vincent Learned (CRD# 5749771) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 14 years of experience in the finance industry. Vincent Learned 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.
John Livingston (CRD# 2266423) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 31 years of experience in the finance industry. John Livingston 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.
David Lopez (CRD# 2784273) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Aliso Viejo, CA and has over 27 years of experience in the finance industry. David Lopez 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.