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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
Timothy Ayles (CRD# 5549384) is an Investment Advisor Representative working at Napa Wealth Management in Napa, CA and has over 14 years of experience in the finance industry.
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.
Guneet Bains-Ajmani (CRD# 4287062) is an Investment Advisor Representative working at Lpl Financial LLC in Benicia, CA and has over 23 years of experience in the finance industry.
William Baker (CRD# 2842456) is an Investment Advisor Representative working at Mariner Independent in Walnut Creek, CA and has over 27 years of experience in the finance industry.
Leonard Bakker (CRD# 6417458) is an Investment Advisor Representative working at Lifetime Financial, Inc. in Walnut Creek, CA and has over 9 years of experience in the finance industry.
Milton Balbuena (CRD# 2922485) is an Investment Advisor Representative working at Blue Hall Capital in Napa, CA and has over 17 years of experience in the finance industry.
Michael Ball (CRD# 2791773) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Walnut Creek, CA and has over 27 years of experience in the finance industry.
Kimberly Barentsen (CRD# 2092280) is an Investment Advisor Representative working at Independent Financial Group, LLC in Walnut Creek, CA and has over 33 years of experience in the finance industry.
Jeffrey Barling (CRD# 4292041) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Vacaville, CA and has over 23 years of experience in the finance industry.
John Bast (CRD# 2401564) is an Investment Advisor Representative working at Edward Jones in Sonoma, CA and has over 30 years of experience in the finance industry.