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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
Jean Balestrieri (CRD# 2426965) is an Investment Advisor Representative working at Wedbush Securities Inc. in Santa Rosa, CA and has over 30 years of experience in the finance industry.
Karen Barta (CRD# 6376747) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Pleasant Hill, CA and has over 9 years of experience in the finance industry.
Heather Belli (CRD# 2946449) is an Investment Advisor Representative working at Willow Creek Wealth Management, Inc. in Sebastopol, CA and has 1 year of experience in the finance industry. Heather Belli 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 Below (CRD# 1428448) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Rosa, CA and has over 38 years of experience in the finance industry.
Martin Benck (CRD# 2163003) is an Investment Advisor Representative working at Prudential Financial Planning Services in Santa Rosa, CA and has over 32 years of experience in the finance industry.
Walter Bennett (CRD# 2170648) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Rosa, CA and has over 27 years of experience in the finance industry.
Patrick Bentivegna (CRD# 2477112) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Rosa, CA and has over 30 years of experience in the finance industry.
Alan Berman (CRD# 1172578) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa, CA and has over 36 years of experience in the finance industry. Alan Berman 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.
Michele Berson (CRD# 2800821) is an Investment Advisor Representative working at Berson Money Management in Windsor, CA and has over 27 years of experience in the finance industry.
Meredeth Bertacco (CRD# 5967650) is an Investment Advisor Representative working at Edward Jones in Sebastopol, CA and has over 12 years of experience in the finance industry. Meredeth Bertacco 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.