-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Kevin Klipfel (CRD# 5220694) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Paso Robles, CA and has over 16 years of experience in the finance industry.
Jennifer Langstaff (CRD# 2594127) is an Investment Advisor Representative working at Commonwealth Financial Network in Paso Roble, CA and has over 29 years of experience in the finance industry. Jennifer Langstaff 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.
Ryan Langstaff (CRD# 4664797) is an Investment Advisor Representative working at Commonwealth Financial Network in Paso Roble, CA and has over 14 years of experience in the finance industry.
Sheri Leveille (CRD# 4760083) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Paso Robles, CA and has over 19 years of experience in the finance industry. Sheri Leveille 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.
Shari Long (CRD# 1859837) is an Investment Advisor Representative working at Edward Jones in Cambria, CA and has over 29 years of experience in the finance industry.
Gene McAbee (CRD# 1256653) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Paso Robles, CA and has over 40 years of experience in the finance industry.
James Moffatt (CRD# 4002319) is an Investment Advisor Representative working at Edward Jones in Paso Robles, CA and has over 24 years of experience in the finance industry.
Matthew Oppedahl (CRD# 4222638) is an Investment Advisor Representative working at Edward Jones in Templeton, CA and has over 23 years of experience in the finance industry.
Michael Thomas (CRD# 2186146) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Templeton, CA and has over 31 years of experience in the finance industry.
Alison Venn (CRD# 6306803) is an Investment Advisor Representative working at Corvus Wealth Advisors LLC in Templeton, CA and has over 7 years of experience in the finance industry. Alison Venn 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.