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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
Taylor Novak (CRD# 7068739) is an Investment Advisor Representative working at Edward Jones in Santa Rosa, CA and has over 5 years of experience in the finance industry.
Mark O'brien (CRD# 5408502) is an Investment Advisor Representative working at Commonwealth Financial Network in Santa Rosa, CA and has over 16 years of experience in the finance industry. Mark O'brien 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.
Richard Ogg (CRD# 5550318) is an Investment Advisor Representative working at Avantax Advisory Services in Santa Rosa, CA and has over 15 years of experience in the finance industry.
Kevin Onizuka (CRD# 5783033) is an Investment Advisor Representative working at Cuso Financial Services in Santa Rosa, CA and has over 13 years of experience in the finance industry.
Daniel Ott (CRD# 2595301) is an Investment Advisor Representative working at Mariner Independent in Windsor, CA and has over 29 years of experience in the finance industry.
Linda Pardini (CRD# 1517345) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Santa Rosa, CA and has over 25 years of experience in the finance industry.
Ryan Paskin (CRD# 5873828) is an Investment Advisor Representative working at Paskin & Berler Capital Advisors, LLC in Santa Rosa, CA and has over 12 years of experience in the finance industry.
Wendy Paskin-Jordan (CRD# 1909555) is an Investment Advisor Representative working at Paskin & Berler Capital Advisors, LLC in Santa Rosa, CA and has over 27 years of experience in the finance industry.
Chetan Patel (CRD# 6762317) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sonoma, CA and has over 6 years of experience in the finance industry.
Zachary Paul (CRD# 6372655) is an Investment Advisor Representative working at Fermata Advisors in Sonoma, CA and has over 9 years of experience in the finance industry. Zachary Paul 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.