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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
Mary Ballin (CRD# 2978336) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 25 years of experience in the finance industry. Mary Ballin 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.
Charles Ballweg (CRD# 2835534) is an Investment Advisor Representative working at Prosperity Financial Group, Inc. in San Ramon, CA and has over 27 years of experience in the finance industry. Charles Ballweg 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.
Timothy Bangert (CRD# 1560001) is an Investment Advisor Representative working at Mcclurg Capital Corporation in San Rafael, CA and has over 37 years of experience in the finance industry.
John Bankovitch (CRD# 3230484) is an Investment Advisor Representative working at Portsmouth Financial Services, Inc. in San Francisco, CA and has over 22 years of experience in the finance industry.
Amin Baradaran (CRD# 7086743) is an Investment Advisor Representative working at Lnw in San Francisco, CA and has 1 year of experience in the finance industry.
Michelle Baran (CRD# 4555957) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Danville, CA and has over 21 years of experience in the finance industry.
Amir Barar (CRD# 3105445) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Walnut Creek, CA and has over 23 years of experience in the finance industry.
Griffin Barash (CRD# 5155858) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mill Valley, CA and has over 17 years of experience in the finance industry.
Tucker Barash (CRD# 5196753) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mill Valley, CA and has over 17 years of experience in the finance industry.
Louis Barberini (CRD# 1241420) is an Investment Advisor Representative working at Tre Api Wealth Management, LLC in San Francisco, CA and has over 40 years of experience in the finance industry.