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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
Ryan Mason (CRD# 6648373) is an Investment Advisor Representative working at Mason Wealth Strategies in Cumming, GA and has over 8 years of experience in the finance industry.
Scott Mason (CRD# 4304778) is an Investment Advisor Representative working at Edward Jones in Cumming, GA and has over 23 years of experience in the finance industry.
Luke McCord (CRD# 7030031) is an Investment Advisor Representative working at Greenway Financial Planning, LLC in Cumming, GA and has over 7 years of experience in the finance industry. Luke McCord 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.
David Moore (CRD# 804507) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cumming, GA and has over 40 years of experience in the finance industry.
Isaiah Oh (CRD# 7030270) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cumming, GA and has over 5 years of experience in the finance industry.
Timothy Owens (CRD# 1680140) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cumming, GA and has over 36 years of experience in the finance industry.
Patrick Paxton (CRD# 1128118) is an Investment Advisor Representative working at Investment Planning Advisors in Cumming, GA and has over 39 years of experience in the finance industry.
Evan Profeta (CRD# 4340034) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cumming, GA and has over 23 years of experience in the finance industry.
Sanjay Puri (CRD# 7070869) is an Investment Advisor Representative working at Infinity Wealthcare, LLC in Cumming, GA and has over 5 years of experience in the finance industry.
Travis Raish (CRD# 2368679) is a wealth manager, teacher and writer.
He is founder and president of Circa Capital, a financial planning and wealth management firm in Georgia, and has 20 years of experience in professional money management.
Travis is a Chartered Financial Analyst (CFA) charterholder, a designation offered through the CFA Institute, and is a member of the Atlanta Society of Finance and Investment Professionals (ASFIP).
The advisors of Circa Capital offer complete, goals-based financial planning and wealth management services.
As a client, we show you comprehensively where you...