-
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
Simon Wheatley (CRD# 6077375) is an Investment Advisor Representative working at Trek Financial in Santa Rosa, CA and has over 12 years of experience in the finance industry. Simon Wheatley 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.
Adam Wiatrak (CRD# 2968683) is an Investment Advisor Representative working at Core Wealth Partners LLC in Santa Rosa, CA and has over 26 years of experience in the finance industry.
Cara Widmer (CRD# 1267898) is an Investment Advisor Representative working at Edward Jones in Sebastopol, CA and has over 38 years of experience in the finance industry.
David Williams (CRD# 1922731) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Santa Rosa, CA and has over 26 years of experience in the finance industry. David Williams 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.
Joseph Williams (CRD# 6558460) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Rosa, CA and has over 8 years of experience in the finance industry.
Michael Wilson (CRD# 2535458) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Santa Rosa, CA and has over 29 years of experience in the finance industry. Michael Wilson 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.
Barry Wong (CRD# 2815798) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Santa Rosa, CA and has over 27 years of experience in the finance industry. Barry Wong 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.
David Wood (CRD# 2360240) is an Investment Advisor Representative working at Osaic Fa, Inc. in Santa Rosa, CA and has over 30 years of experience in the finance industry.
Douglas Wulbrecht (CRD# 1343058) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Santa Rosa, CA and has over 39 years of experience in the finance industry.
Sharon Zimmerman (CRD# 4517108) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Santa Rosa, CA and has over 22 years of experience in the finance industry.