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Distance Only Dana Point, CA
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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
Justin Klein (CRD# 4900253) is an Investment Advisor Representative working at Klein Pavlis & Peasley Financial, Inc. in Dana Point, CA and has over 20 years of experience in the finance industry.
Ryan Krause (CRD# 6572547) is an Investment Advisor Representative working at Edward Jones in Dana Point, CA and has over 8 years of experience in the finance industry.
John Labriola (CRD# 2308699) is an Investment Advisor Representative working at Laguna Wealth Advisors, LLC in Dana Point, CA and has over 31 years of experience in the finance industry. John Labriola 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.
Norman Mains (CRD# 2166689) is an Investment Advisor Representative working at Compound Planning in Dana Point, CA and has over 30 years of experience in the finance industry.
Monique Marshall (CRD# 2582410) is an Investment Advisor Representative working at Life By Design Investment Advisory Services in Dana Point, CA and has over 29 years of experience in the finance industry.
Matthew McManus (CRD# 5092477) is an Investment Advisor Representative working at Optivest, Inc. in Dana Point, CA and has over 15 years of experience in the finance industry. Matthew McManus 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.
Chad Milling (CRD# 2583323) is an Investment Advisor Representative working at Planmember Securities Corporation in Dana Point, CA and has over 29 years of experience in the finance industry. Chad Milling 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.
Larry Newell (CRD# 2652994) is an Investment Advisor Representative working at Lpl Financial LLC in Dana Point, CA and has over 28 years of experience in the finance industry.
Stephan Peasley (CRD# 4450415) is an Investment Advisor Representative working at Klein Pavlis & Peasley Financial, Inc. in Dana Point, CA and has over 23 years of experience in the finance industry.
Ellen Pickler Harris (CRD# 2973938) is an Investment Advisor Representative working at Edward Jones in Dana Point, CA and has over 26 years of experience in the finance industry.