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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
Richard Cerruti (CRD# 6245840) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Walnut Creek, CA and has over 10 years of experience in the finance industry.
John Cha (CRD# 2373163) is an Investment Advisor Representative working at Vbl Advisors LLC in Walnut Creek, CA and has over 30 years of experience in the finance industry.
Rosario Chacon (CRD# 6411770) is an Investment Advisor Representative working at Wealth-source Financial in Oakland, CA and has over 9 years of experience in the finance industry. Rosario Chacon 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.
Jean Chai (CRD# 2127996) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vacaville, CA and has over 33 years of experience in the finance industry.
Diana Chan (CRD# 2229751) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Ramon, CA and has over 32 years of experience in the finance industry. Diana Chan 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.
Jessica Chan (CRD# 6488619) is an Investment Advisor Representative working at Mml Investors Services, LLC in Pleasanton, CA and has over 8 years of experience in the finance industry. Jessica Chan 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.
Ka Man Chan (CRD# 3141579) is an Investment Advisor Representative working at Mml Investors Services, LLC in Pleasanton, CA and has over 24 years of experience in the finance industry.
Rita Chan (CRD# 4017821) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 24 years of experience in the finance industry. Rita Chan 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.
Samson Chan (CRD# 3095348) is an Investment Advisor Representative working at Lion Street Advisors, LLC in San Ramon, CA and has over 25 years of experience in the finance industry. Samson Chan 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.
Timothy Chan (CRD# 2486405) is an Investment Advisor Representative working at Wespac Advisors, LLC in Orinda, CA and has over 17 years of experience in the finance industry.