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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 Bartoszewicz (CRD# 6954652) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 5 years of experience in the finance industry.
John Bast (CRD# 2401564) is an Investment Advisor Representative working at Edward Jones in Sonoma, CA and has over 30 years of experience in the finance industry.
Louis Batmale (CRD# 4072017) is an Investment Advisor Representative working at Lpl Financial LLC in Novato, CA and has over 24 years of experience in the finance industry.
John Baughman (CRD# 2250204) is an Investment Advisor Representative working at Baughman Financial Group in Novato, CA and has over 31 years of experience in the finance industry.
Marc Beausoleil (CRD# 5138965) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 17 years of experience in the finance industry. Marc Beausoleil 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.
William Becker (CRD# 6131583) is an Investment Advisor Representative working at Dedora Capital, Inc. in Napa, CA and has over 11 years of experience in the finance industry.
John Beh (CRD# 1787942) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 30 years of experience in the finance industry.
Heather Belli (CRD# 2946449) is an Investment Advisor Representative working at Willow Creek Wealth Management, Inc. in Sebastopol, CA and has 1 year of experience in the finance industry. Heather Belli 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.
James Below (CRD# 1428448) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Rosa, CA and has over 38 years of experience in the finance industry.
Martin Benck (CRD# 2163003) is an Investment Advisor Representative working at Prudential Financial Planning Services in Santa Rosa, CA and has over 32 years of experience in the finance industry.