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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
James Calforda (CRD# 1984803) is an Investment Advisor Representative working at Lpl Financial LLC in Napa, CA and has over 33 years of experience in the finance industry.
Glen Calkins (CRD# 3121187) is an Investment Advisor Representative working at Western International Securities in Novato, CA and has over 25 years of experience in the finance industry.
Michael Calvelli (CRD# 1237708) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Santa Rosa, CA and has over 23 years of experience in the finance industry.
Shawn Campas (CRD# 6100534) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Novato, CA and has over 9 years of experience in the finance industry. Shawn Campas 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.
Lesley Cannan (CRD# 4529270) is an Investment Advisor Representative working at Litman Gregory Wealth Management, LLC in Larkspur, CA and has over 13 years of experience in the finance industry. Lesley Cannan 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.
Anthony Cantando (CRD# 4505120) is an Investment Advisor Representative working at Crosspoint Capital Management in Orinda, CA and has over 19 years of experience in the finance industry.
James Carabini (CRD# 2127741) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sonoma, CA and has over 32 years of experience in the finance industry.
Pina Carino (CRD# 2443862) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Napa, CA and has over 30 years of experience in the finance industry.
Brian Carlson (CRD# 3062835) is an Investment Advisor Representative working at Hennessy Advisors, Inc. in Novato, CA and has over 26 years of experience in the finance industry.
Jill Carothers (CRD# 7009427) is an Investment Advisor Representative working at Waypoint Wealth Partners in Mill Valley, CA and has over 5 years of experience in the finance industry. Jill Carothers 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.