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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
John Delahaye (CRD# 841977) is an Investment Advisor Representative working at Morgan Stanley in Orinda, CA and has over 42 years of experience in the finance industry.
Joseph Delaney (CRD# 1741821) is an Investment Advisor Representative working at Robertson Stephens in Novato, CA and has over 20 years of experience in the finance industry.
Matthew Delaney (CRD# 4691572) is an Investment Advisor Representative working at Jdh Wealth Management, LLC in Santa Rosa, CA and has over 20 years of experience in the finance industry.
Tony Delumen (CRD# 4473452) is an Investment Advisor Representative working at Mml Investors Services, LLC in San Rafael, CA and has over 22 years of experience in the finance industry.
Vicki Demenno (CRD# 1434844) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mill Valley, CA and has over 33 years of experience in the finance industry.
Henry Desjardins (CRD# 6747295) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Santa Rosa, CA and has over 7 years of experience in the finance industry.
Justin Detray (CRD# 3190629) is an Investment Advisor Representative working at Wealthspire Advisors in San Rafael, CA and has over 10 years of experience in the finance industry.
Matthew Detwiler (CRD# 6717721) is an Investment Advisor Representative working at Ashby Wealth Management, LLC in Kensington, CA and has over 7 years of experience in the finance industry. Matthew Detwiler 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.
Robert Devalle (CRD# 2128749) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 32 years of experience in the finance industry.
David Devincenzi (CRD# 2422415) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Rosa, CA and has over 28 years of experience in the finance industry.