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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
Khoi Vu (CRD# 6952551) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sonoma, CA and has over 5 years of experience in the finance industry.
David Wachter (CRD# 857467) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Rosa, CA and has over 42 years of experience in the finance industry.
Chandriga Walker (CRD# 5022663) is an Investment Advisor Representative working at Money Manager Review/world Capital Management in Sebastopol, CA and has over 19 years of experience in the finance industry.
Peter Walker (CRD# 821214) is an Investment Advisor Representative working at Money Manager Review/world Capital Management in Sebastopol, CA and has over 43 years of experience in the finance industry.
Mark Walsvick (CRD# 864517) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa, CA and has over 23 years of experience in the finance industry.
James Wandzilak (CRD# 2245501) is an Investment Advisor Representative working at Edward Jones in Sonoma, CA and has over 32 years of experience in the finance industry.
Jacob Weber (CRD# 6381213) is an Investment Advisor Representative working at Willow Creek Wealth Management, Inc. in Sebastopol, CA and has over 9 years of experience in the finance industry. Jacob Weber 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.
Kenneth Weise (CRD# 4429434) is an Investment Advisor Representative working at Lpl Financial LLC in Rohnert Park, CA and has over 22 years of experience in the finance industry.
Samuel Westermann (CRD# 6968942) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Santa Rosa, CA and has over 5 years of experience in the finance industry.
Denis Wheatley (CRD# 1157887) is an Investment Advisor Representative working at Trek Financial in Santa Rosa, CA and has over 18 years of experience in the finance industry.