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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
Rick Berta (CRD# 4222272) is an Investment Advisor Representative working at Cuso Financial Services in San Diego, CA and has over 23 years of experience in the finance industry.
Jenica Bertalan (CRD# 5257651) is an Investment Advisor Representative working at Edward Jones in Point Loma, CA and has over 17 years of experience in the finance industry.
Christopher Bertorelli (CRD# 2386832) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in San Diego, CA and has over 26 years of experience in the finance industry. Christopher Bertorelli 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.
Zackery Bertrand (CRD# 6589971) is an Investment Advisor Representative working at Osaic Fa, Inc. in La Jolla, CA and has over 8 years of experience in the finance industry.
Bradford Best (CRD# 2669681) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Diego, CA and has over 28 years of experience in the finance industry.
Jane Best (CRD# 1342779) is an Investment Advisor Representative working at Best Financial Services in Encinitas, CA and has over 33 years of experience in the finance industry.
Erin Bethge (CRD# 6538858) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in San Diego, CA and has over 8 years of experience in the finance industry. Erin Bethge 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.
Curt Beyer (CRD# 4003516) is an Investment Advisor Representative working at Lpl Financial LLC in Escondido, CA and has over 24 years of experience in the finance industry.
Jon Beyrer (CRD# 4774761) is an Investment Advisor Representative working at Blankinship & Foster, LLC in Solana Beach, CA and has 1 year of experience in the finance industry. Jon Beyrer 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.
Monica Bezy (CRD# 4612357) is an Investment Advisor Representative working at Edward Jones in San Diego, CA and has over 15 years of experience in the finance industry.