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Distance Only Aliso Viejo, CA
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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
Peter Schmitz (CRD# 4860514) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 18 years of experience in the finance industry. Peter Schmitz 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.
Jason Schmudlach (CRD# 6002810) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 11 years of experience in the finance industry.
Stuart Scholten (CRD# 6258776) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 10 years of experience in the finance industry.
Joel Shapiro (CRD# 5104448) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 17 years of experience in the finance industry.
Jill Shea (CRD# 2312352) 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.
Gary Shuford (CRD# 4596981) is an Investment Advisor Representative working at Nfp Retirement Inc. in Charlotte, NC and has over 16 years of experience in the finance industry.
Peter Snow (CRD# 5250484) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 17 years of experience in the finance industry. Peter Snow 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.
Brandon Sproles (CRD# 4055034) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 24 years of experience in the finance industry.
Matthew Stewart (CRD# 6035246) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 10 years of experience in the finance industry.
Solomon Stewart (CRD# 5823172) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 13 years of experience in the finance industry.