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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
David Carroll (CRD# 4077987) is an Investment Advisor Representative working at Palisade Financial in Orinda, CA and has over 24 years of experience in the finance industry.
Jessica Caruso (CRD# 5453902) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Walnut Creek, CA and has over 16 years of experience in the finance industry. Jessica Caruso 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.
Joseph Caselle (CRD# 2277521) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Walnut Creek, CA and has over 31 years of experience in the finance industry.
Corey Casilio (CRD# 4560030) is an Investment Advisor Representative working at Casilio Leitch Investments in Walnut Creek, CA and has over 21 years of experience in the finance industry.
Kenneth Casper (CRD# 4422482) is an Investment Advisor Representative working at Edward Jones in Benicia, CA and has over 22 years of experience in the finance industry.
Anthony Castelli (CRD# 4409925) is an Investment Advisor Representative working at Penserra Capital Management LLC in Orinda, CA and has over 20 years of experience in the finance industry.
Ian Castille (CRD# 5091378) is an Investment Advisor Representative working at Capital Advantage, Inc. in Walnut Creek, CA and has over 18 years of experience in the finance industry. Ian Castille 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.
Ivan Cen (CRD# 5474263) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Millbrae, CA and has over 16 years of experience in the finance industry.
David Cereghino (CRD# 2858380) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 27 years of experience in the finance industry.
Yvonne Ceresa (CRD# 2248520) is an Investment Advisor Representative working at Edward Jones in Martinez, CA and has over 21 years of experience in the finance industry.