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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
Charles Daniels (CRD# 2474079) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Napa, CA and has over 30 years of experience in the finance industry.
John Davenport (CRD# 1232732) is an Investment Advisor Representative working at Davenport Capital Management, LLC in Mill Valley, CA and has over 40 years of experience in the finance industry.
John Davis (CRD# 4157021) is an Investment Advisor Representative working at Zrc Wealth Management, LLC in Santa Rosa, CA and has over 24 years of experience in the finance industry. John Davis 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.
Matthew Davis (CRD# 4945104) is an Investment Advisor Representative working at Morgan Stanley in Santa Rosa, CA and has over 18 years of experience in the finance industry.
Valerie De Vol (CRD# 3193896) is an Investment Advisor Representative working at Assembly Wealth in Mill Valley, CA and has over 23 years of experience in the finance industry.
Dena Debenedetti (CRD# 1660537) is an Investment Advisor Representative working at Lpl Financial LLC in Napa, CA and has over 34 years of experience in the finance industry.
Laurie Dederian (CRD# 5614047) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Corte Madera, CA and has over 15 years of experience in the finance industry.
Paul Dedora (CRD# 2721762) is an Investment Advisor Representative working at Dedora Capital, Inc. in Napa, CA and has over 27 years of experience in the finance industry. Paul Dedora 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.
Mark Degregorio (CRD# 5568676) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Greenbrae, CA and has over 13 years of experience in the finance industry.
Carl Dekle (CRD# 5159947) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 14 years of experience in the finance industry.