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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
Richard Cohn (CRD# 1185303) is an Investment Advisor Representative working at American Investors Co in San Rafael, CA and has over 24 years of experience in the finance industry.
Allegra Conklin (CRD# 4619594) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Rafael, CA and has over 21 years of experience in the finance industry.
Renee Conrady (CRD# 4834895) is an Investment Advisor Representative working at Wasi in Mill Valley, CA and has over 19 years of experience in the finance industry.
Joseph Conzelman (CRD# 5569451) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 13 years of experience in the finance industry.
Martel Cooper (CRD# 857289) is an Investment Advisor Representative working at Defined Financial Planning LLC in San Rafael, CA and has over 42 years of experience in the finance industry.
Aaron Cooperband (CRD# 2074370) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Napa, CA and has over 33 years of experience in the finance industry.
Bonnie Copeland (CRD# 2117748) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Napa, CA and has over 26 years of experience in the finance industry.
Troy Copeland (CRD# 4603694) is an Investment Advisor Representative working at O'donnell Financial Services, LLC in San Rafael, CA and has over 21 years of experience in the finance industry.
Leo Coppeta (CRD# 1989660) is an Investment Advisor Representative working at Lpl Financial LLC in Mill Valley, CA and has over 27 years of experience in the finance industry.
Paul Cordero (CRD# 5480699) is an Investment Advisor Representative working at Attune Financial Planning, LLC in San Rafael, CA and has over 16 years of experience in the finance industry. Paul Cordero 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.