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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
Charles Garman (CRD# 7514908) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Rosa, CA and has 1 year of experience in the finance industry.
Kelly Grant (CRD# 6570823) is an Investment Advisor Representative working at Eagle Strategies LLC in Santa Rosa, CA and has over 6 years of experience in the finance industry.
Rawson Gulick (CRD# 4064404) is an Investment Advisor Representative working at Willow Creek Wealth Management, Inc. in Sebastopol, CA and has over 23 years of experience in the finance industry. Rawson Gulick 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.
Angelina Hansen (CRD# 7160245) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Santa Rosa, CA and has over 3 years of experience in the finance industry.
Zachary Hirsekorn (CRD# 7643005) is an Investment Advisor Representative working at Morgan Stanley in Santa Rosa, CA and has 1 year of experience in the finance industry.
George Hoang (CRD# 6539544) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Rosa, CA and has over 8 years of experience in the finance industry.
Ayezah Holmes (CRD# 7168931) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Rosa, CA and has over 4 years of experience in the finance industry.
Tricia Hulsey (CRD# 7879399) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cotati, CA and has 1 year of experience in the finance industry.
Eric Imbuelten (CRD# 7013658) is an Investment Advisor Representative working at A.e.i. Financial Group in Santa Rosa, CA and has over 5 years of experience in the finance industry.
Matthew James (CRD# 7655897) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Rosa, CA and has 1 year of experience in the finance industry.