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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
Ashneil Prakash (CRD# 7794355) is an Investment Advisor Representative working at Edward Jones in Fairfield, CA and has 1 year of experience in the finance industry.
Sebastien Tomescu (CRD# 7214173) is an Investment Advisor Representative working at Cuso Financial Services in Fairfield, CA and has over 3 years of experience in the finance industry.
Mark Greenberg (CRD# 1245314) is an Investment Advisor Representative working at Wealth & Tax Planners LLC in Walnut Creek, CA and has over 26 years of experience in the finance industry. Mark Greenberg 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 Aaron (CRD# 5567930) is an Investment Advisor Representative working at Avantax Advisory Services in Brentwood, CA and has over 15 years of experience in the finance industry.
Francis Abella (CRD# 2178797) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Napa, CA and has over 32 years of experience in the finance industry.
Raymond Abraham (CRD# 1073218) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Walnut Creek, CA and has over 39 years of experience in the finance industry.
Judith Abrams (CRD# 1863503) is an Investment Advisor Representative working at Fisher Investments in Walnut Creek, CA and has over 29 years of experience in the finance industry.
Frank Aceves (CRD# 2672495) is an Investment Advisor Representative working at Mariner Independent in Walnut Creek, CA and has over 28 years of experience in the finance industry. Frank Aceves 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 Agrusa (CRD# 4382020) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Pleasant Hill, CA and has over 22 years of experience in the finance industry.