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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
Dennis Odin (CRD# 5329417) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Temecula, CA and has over 17 years of experience in the finance industry.
James Okeefe (CRD# 1465952) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Coto De Caza, CA and has over 38 years of experience in the finance industry.
Richard Olson (CRD# 5524297) is an Investment Advisor Representative working at Brokers Financial in Lake Elsinore, CA and has over 15 years of experience in the finance industry.
Anthony Orestano (CRD# 3225166) is an Investment Advisor Representative working at Allspring Funds Management, LLC in Temecula, CA and has over 17 years of experience in the finance industry.
Andrea Orlando (CRD# 1454077) is an Investment Advisor Representative working at Summit Financial, LLC in Oceanside, CA and has over 38 years of experience in the finance industry. Andrea Orlando 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.
Grant Ostapeck (CRD# 1198182) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Temecula, CA and has over 40 years of experience in the finance industry.
Michael Park (CRD# 2247826) is an Investment Advisor Representative working at Avantax Advisory Services in Temecula, CA and has over 31 years of experience in the finance industry. Michael Park 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.
Michael Passero (CRD# 6915891) is an Investment Advisor Representative working at Edward Jones in Hemet, CA and has over 5 years of experience in the finance industry.
Meeta Patel (CRD# 6797061) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Temecula, CA and has over 5 years of experience in the finance industry.
Robert Pearce (CRD# 6825431) is an Investment Advisor Representative working at Mercuri Asset Management, LLC in Corona, CA and has over 6 years of experience in the finance industry. Robert Pearce 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.