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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
Robert Blunt (CRD# 1467149) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Barbara, CA and has over 35 years of experience in the finance industry.
Jennifer Boisky (CRD# 2989569) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Santa Barbara, CA and has over 25 years of experience in the finance industry.
Dennis Boneck (CRD# 1385757) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Santa Barbara, CA and has over 38 years of experience in the finance industry.
Stacy Borek (CRD# 4700708) is an Investment Advisor Representative working at Capital B Financial Planning, LLC in Santa Barbara, CA and has over 11 years of experience in the finance industry. Stacy Borek 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.
Andrea Borgioli (CRD# 5233627) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Barbara, CA and has over 5 years of experience in the finance industry.
Jean-Luc Bourdon, CPA, PFS (CRD# 5238953) is a principal and Investment Advisor Representative working at Brightpath Wealth Planning, LLC in Santa Barbara, CA and has over 10 years of experience in the finance industry.
As a financial planner who obtained the PFS credential exclusive to CPAs specialized in personal finance, Jean-Luc follows the Statements on Standards in Personal Financial Planning Services (SSPFPS) issued by the American Institute of CPAs (AICPA). The SSPFPS are enforced in California by the California Board of Accountancy.
Jean-Luc has a BS in Business Administration...
Kevin Bourke (CRD# 1660351) is an Investment Advisor Representative working at Bourke Wealth Management in Santa Barbara, CA and has over 29 years of experience in the finance industry. Kevin Bourke 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.
Brian Boyle (CRD# 3274584) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Santa Barbara, CA and has over 24 years of experience in the finance industry.
Mark Brenner (CRD# 1361210) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Santa Barbara, CA and has over 39 years of experience in the finance industry.
Gary Brooks (CRD# 4313166) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 16 years of experience in the finance industry. Gary Brooks 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.