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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
Sheetal Bagde (CRD# 6296533) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 10 years of experience in the finance industry. Sheetal Bagde 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.
Adam Bagherian (CRD# 5021825) is an Investment Advisor Representative working at Arbor Wealth Management in Walnut Creek, CA and has over 12 years of experience in the finance industry. Adam Bagherian 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.
Farshid Bahramipour (CRD# 2358335) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Walnut Creek, CA and has over 30 years of experience in the finance industry.
Jerome Baird (CRD# 2674119) is an Investment Advisor Representative working at Lpl Financial LLC in Danville, CA and has over 28 years of experience in the finance industry.
Michael Baird (CRD# 5934417) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Walnut Creek, CA and has over 12 years of experience in the finance industry.
Usman Bajwa (CRD# 5461947) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Francisco, CA and has over 15 years of experience in the finance industry.
Aaron Baker (CRD# 4388969) is an Investment Advisor Representative working at Baker & Associates Registered Investment Advisors, LLC in San Leandro, CA and has over 21 years of experience in the finance industry.
Bret Baker (CRD# 4251844) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Francisco, CA and has over 23 years of experience in the finance industry.
Christie Baker (CRD# 1690585) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 36 years of experience in the finance industry. Christie Baker 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.
John Baker (CRD# 2914008) is an Investment Advisor Representative working at Atlas Capital Advisors Inc. in San Francisco, CA and has over 17 years of experience in the finance industry.