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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
Daniel Horgan (CRD# 1620034) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Newport Beach, CA and has over 37 years of experience in the finance industry.
Fanning Oakley (CRD# 2631001) is an Investment Advisor Representative working at Oakley Capital Group in Ladera Ranch, CA and has over 21 years of experience in the finance industry.
Jeremy Portnoff (CRD# 4577877) is an Investment Advisor Representative working at Portsalus Wealth Management in Ladera Ranch, CA and has over 21 years of experience in the finance industry. Jeremy Portnoff 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 Stella (CRD# 6372577) is an Investment Advisor Representative working at Presidio Capital Management, LLC in Ladera Ranch, CA and has over 8 years of experience in the finance industry. Joseph Stella 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.
Dustin Tenbroeck (CRD# 5019784) is an Investment Advisor Representative working at Presidio Capital Management, LLC in Ladera Ranch, CA and has over 18 years of experience in the finance industry. Dustin Tenbroeck 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.
Arthur Thielen (CRD# 4525121) is an Investment Advisor Representative working at Thielen Capital Corporation in Ladera Ranch, CA and has over 22 years of experience in the finance industry.
Andrew Torok (CRD# 6485110) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Ladera Ranch, CA and has over 6 years of experience in the finance industry.
Scott Ziegelmeier (CRD# 4561787) is an Investment Advisor Representative working at Eagle Strategies LLC in Ladera Ranch, CA and has over 21 years of experience in the finance industry.
Robert Bills (CRD# 4486549) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Ladera Ranch, CA and has over 22 years of experience in the finance industry.
Kyle De Paolo (CRD# 5707832) is an Investment Advisor Representative working at Depaolo & May Strategic Wealth LLC in Ladera Ranch, CA and has over 14 years of experience in the finance industry.
Bradley Johnson (CRD# 7332737) is an Investment Advisor Representative working at Evergreen Capital Holdings, LLC in Ladera Ranch, CA and has over 3 years of experience in the finance industry.