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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
Justin Sloan (CRD# 5661286) is an Investment Advisor Representative working at Rb Capital Management, LLC in Windsor, CA and has over 14 years of experience in the finance industry. Justin Sloan 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.
Jeanette Smith (CRD# 2260448) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Rosa, CA and has over 31 years of experience in the finance industry.
Stephen Smith (CRD# 3251233) is an Investment Advisor Representative working at Morgan Stanley in Santa Rosa, CA and has over 24 years of experience in the finance industry.
Richard Soennichsen (CRD# 1369108) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Santa Rosa, CA and has over 33 years of experience in the finance industry. Richard Soennichsen 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.
Kelly Soria (CRD# 5428001) is an Investment Advisor Representative working at Commonwealth Financial Network in Santa Rosa, CA and has over 15 years of experience in the finance industry. Kelly Soria 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.
Clarence Souza (CRD# 4081156) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Rosa, CA and has over 24 years of experience in the finance industry.
Lawrence Stater (CRD# 434072) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Santa Rosa, CA and has over 37 years of experience in the finance industry.
James Stein (CRD# 5211241) is an Investment Advisor Representative working at Edward Jones in Sonoma, CA and has over 17 years of experience in the finance industry.
Edward Stephens (CRD# 1375244) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Santa Rosa, CA and has over 17 years of experience in the finance industry.
Benjamin Stewart (CRD# 2211275) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Windsor, CA and has over 32 years of experience in the finance industry.