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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
Howard Given (CRD# 2307489) is an Investment Advisor Representative working at Cypress Path Capital, LLC in Carmel, CA and has over 31 years of experience in the finance industry.
Christian Glomb (CRD# 1014822) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Los Gatos, CA and has over 37 years of experience in the finance industry.
Marcela Gonzalez (CRD# 5571814) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Los Gatos, CA and has over 14 years of experience in the finance industry. Marcela Gonzalez 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.
Jeffrey Gorman (CRD# 2250317) is an Investment Advisor Representative working at Lpl Financial LLC in Monterey, CA and has over 26 years of experience in the finance industry.
Christopher Grado (CRD# 7024071) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Monterey, CA and has over 5 years of experience in the finance industry.
Paul Gregory (CRD# 2981752) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 26 years of experience in the finance industry.
Jason Griffin (CRD# 2725523) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 28 years of experience in the finance industry.
John Griffin (CRD# 2373019) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Salinas, CA and has over 30 years of experience in the finance industry.
Mark Grisedale (CRD# 2911549) is an Investment Advisor Representative working at Lpl Financial LLC in Morgan Hill, CA and has over 26 years of experience in the finance industry.
Douglas Gutshall (CRD# 2420463) is an Investment Advisor Representative working at Primerica Advisors in Salinas, CA and has over 30 years of experience in the finance industry.