-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Amy Pearl (CRD# 5837001) is an Investment Advisor Representative working at Acorn Financial Planning in Santa Rosa, CA and has over 13 years of experience in the finance industry. Amy Pearl 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 Pearson (CRD# 1587779) is an Investment Advisor Representative working at Independent Financial Group, LLC in Santa Rosa, CA and has over 25 years of experience in the finance industry. John Pearson 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.
Christopher Peck (CRD# 4527203) is an Investment Advisor Representative working at Natural Investments in Windsor, CA and has over 24 years of experience in the finance industry.
Laura Pedroncelli (CRD# 2872993) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Santa Rosa, CA and has over 26 years of experience in the finance industry.
Donald Perdue (CRD# 1242144) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Forestville, CA and has over 40 years of experience in the finance industry.
Kenneth Perine (CRD# 5579142) is an Investment Advisor Representative working at Meritage Wealth Advisory, LLC in Santa Rosa, CA and has over 15 years of experience in the finance industry. Kenneth Perine 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.
Daniel Peterson (CRD# 1152768) is an Investment Advisor Representative working at Northbay Advisors in Rohnert Park, CA and has over 25 years of experience in the finance industry. Daniel Peterson 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.
Arthur Pierce (CRD# 1722026) 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.
Renee Pierce (CRD# 4602578) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa, CA and has over 20 years of experience in the finance industry.
Justin Pigeon (CRD# 6622639) is an Investment Advisor Representative working at Edward Jones in Santa Rosa, CA and has over 8 years of experience in the finance industry.