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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
Robert McDaniel (CRD# 2613766) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cotati, CA and has over 28 years of experience in the finance industry.
Krista Neary (CRD# 6071324) is an Investment Advisor Representative working at Edward Jones in Cotati, CA and has over 7 years of experience in the finance industry.
Tricia Hulsey (CRD# 7879399) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cotati, CA and has 1 year of experience in the finance industry.
Background: David believes in the liberating power of investing for the future, and its significance when striving for financial freedom. As a Financial Advisor, he pursues his two greatest passions: Personal financial planning, and helping others achieve their goals.
Principles: He applies the same diligence to his clients’ finances as he does for his own family. His financial advisory practice is guided by the following five principles: Stewardship, Wealth Management, Evidence-Based Investing, Continuous Learning & Financial Harmony.
Education: University of Southern California, MBA, Consortium...
Eric Abbott (CRD# 4110124) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Santa Rosa, CA and has over 24 years of experience in the finance industry.
Francis Abella (CRD# 2178797) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Napa, CA and has over 32 years of experience in the finance industry.
Justin Adams (CRD# 4061665) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in San Rafael, CA and has over 24 years of experience in the finance industry.
Matthew Adams (CRD# 5598677) is an Investment Advisor Representative working at Mai Capital Management, LLC in Santa Rosa, CA and has over 15 years of experience in the finance industry.
Geoffrey Aden (CRD# 2169633) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Novato, CA and has over 32 years of experience in the finance industry.
Nasser Ahmad (CRD# 5526341) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Santa Rosa, CA and has over 15 years of experience in the finance industry. Nasser Ahmad 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.