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Distance Only Laguna Hills, CA
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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
James Skorheim (CRD# 6384003) is an Investment Advisor Representative working at Dorman Skorheim Wealth Management LLC in Laguna Niguel, CA. Mr. Skorheim is a Certified Public Accountant (CPA Lic# 122409) and Certified Valuation Analyst (CVA# 61431) at the public accounting firm of Skorheim & Associates, AAC in Laguna Niguel, CA.
I started contributing to my firm's 401(k) plan early and have already seen the many benefits that come with early planning and investing. I love helping others navigate the financial markets. I enjoy helping others look at their overall financial picture from...
Chase Douglas (CRD# 6231208) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Laguna Hills, CA and has over 10 years of experience in the finance industry.
Paula Durrant (CRD# 7828551) is an Investment Advisor Representative working at Towneley Capital Management, Inc. in Laguna Hills, CA and has 1 year of experience in the finance industry. Paula Durrant 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.
Maria De La Luz Fortes-Schramm (CRD# 6616597) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Laguna Hills, CA and has 1 year of experience in the finance industry.
Chad Foster (CRD# 5683678) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Laguna Hills, CA and has over 14 years of experience in the finance industry.
Robert Fragnito (CRD# 5981908) is an Investment Advisor Representative working at Cutter & Company, Inc. in Laguna Hills, CA and has over 12 years of experience in the finance industry.
Ian Kasoff (CRD# 7638775) is an Investment Advisor Representative working at Kasoff Financial Planning in Laguna Hills, CA and has 1 year of experience in the finance industry.
Sean Keyes (CRD# 7593479) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Laguna Hills, CA and has 1 year of experience in the finance industry.
Joshua Leung (CRD# 6854046) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Laguna Hills, CA and has over 5 years of experience in the finance industry.
Saul Lopez (CRD# 7330144) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Laguna Hills, CA and has over 3 years of experience in the finance industry.
Dianne Mayne (CRD# 5144469) is an Investment Advisor Representative working at Edward Jones in Laguna Hills, CA and has 1 year of experience in the finance industry.