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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
Steven Christensen (CRD# 4676388) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Oakland, CA and has over 15 years of experience in the finance industry.
Thomas Christensen (CRD# 2672337) is an Investment Advisor Representative working at Osaic Fa, Inc. in San Ramon, CA and has over 28 years of experience in the finance industry. Thomas Christensen 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.
Gregory Christian (CRD# 1749795) is an Investment Advisor Representative working at Wespac Advisors, LLC in Orinda, CA and has over 36 years of experience in the finance industry.
Edward Christiansen (CRD# 2540924) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Walnut Creek, CA and has over 29 years of experience in the finance industry.
Robert Christiansen (CRD# 4051344) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Concord, CA and has over 22 years of experience in the finance industry.
Lance Chuck (CRD# 5216215) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Ramon, CA and has over 17 years of experience in the finance industry.
Christian Chukwuma (CRD# 5672307) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Livermore, CA and has over 14 years of experience in the finance industry.
Omar Chyou (CRD# 2852698) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 23 years of experience in the finance industry.
Dante Cioni (CRD# 4439168) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Pleasant Hill, CA and has over 22 years of experience in the finance industry.
Daniel Claffey (CRD# 2646620) is an Investment Advisor Representative working at Edmd Financial Strategies, LLC in San Ramon, CA and has over 14 years of experience in the finance industry.