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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
Gary Rennie (CRD# 2150043) is an Investment Advisor Representative working at Rennie & Associates in Irvine, CA and has 1 year of experience in the finance industry. Gary Rennie 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.
Puneet Sahi (CRD# 2943456) is an Investment Advisor Representative working at Iron Horse Capital, Inc. in Irvine, CA and has over 20 years of experience in the finance industry.
Robert Steyert (CRD# 1122075) is an Investment Advisor Representative working at Independent Financial Group, LLC in Irvine, CA and has over 33 years of experience in the finance industry.
John Tait (CRD# 6000312) is an Investment Advisor Representative working at Jrs Investments And Wealth Preservation, LLC in Irvine, CA and has over 12 years of experience in the finance industry.
Felix Tseng (CRD# 4587016) is an Investment Advisor Representative working at Fht, LLC in Irvine, CA and has 1 year of experience in the finance industry.
Jerry Wilk (CRD# 866138) is an Investment Advisor Representative working at Spc in Irvine, CA and has over 44 years of experience in the finance industry.
Markus Wong (CRD# 7050560) is an Investment Advisor Representative working at Edward Jones in Irvine, CA and has over 5 years of experience in the finance industry.
Andrew Blackburn (CRD# 6033673) is an Investment Advisor Representative working at Laguna Coast Capital in Irvine, CA and has 1 year of experience in the finance industry.
Christine Blanchard (CRD# 2125084) is an Investment Advisor Representative working at Cdb Advisory & Consulting in Irvine, CA and has over 28 years of experience in the finance industry.
Alton Crowell (CRD# 1210444) is an Investment Advisor Representative working at Crowell Roberts Investment Counsel in Irvine, CA and has over 28 years of experience in the finance industry.