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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
Julie Brim (CRD# 4357964) is an Investment Advisor Representative working at Commonwealth Financial Network in Walnut Creek, CA and has over 23 years of experience in the finance industry.
Marco Bronzini (CRD# 2210036) is an Investment Advisor Representative working at Arbor Point Advisors in San Ramon, CA and has over 32 years of experience in the finance industry. Marco Bronzini 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.
B. Brose (CRD# 5517793) is a Registered Investment Advisor and Partner at Baker Brose & Mitsutome Wealth Management, LLC in Walnut Creek, CA and has over 9 years of experience in the finance industry.
Charles Brown (CRD# 5117817) is an Investment Advisor Representative working at City National Securities, Inc. in Walnut Creek, CA and has over 18 years of experience in the finance industry. Charles Brown 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.
James Brown (CRD# 4794301) is an Investment Advisor Representative working at First Advisors National, LLC in Fairfield, CA and has over 19 years of experience in the finance industry.
Mark Brown (CRD# 1627196) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 37 years of experience in the finance industry.
Robert Brown (CRD# 5460801) is an Investment Advisor Representative working at The R.l. Brown Advisory Group, LLC in Pleasanton, CA and has 1 year of experience in the finance industry.
John Bruzzone (CRD# 1275358) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Walnut Creek, CA and has over 39 years of experience in the finance industry.
Kevin Bryant (CRD# 6098122) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 9 years of experience in the finance industry.
James Buatti (CRD# 2254201) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Pleasanton, CA and has over 31 years of experience in the finance industry.