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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
Aaron Bitran (CRD# 2486539) is an Investment Advisor Representative working at Cuso Financial Services in Fontana, CA and has over 30 years of experience in the finance industry.
Patrick Bivona (CRD# 1614897) is an Investment Advisor Representative working at Lpl Financial LLC in Cypress, CA and has over 37 years of experience in the finance industry. Patrick Bivona 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.
John Blakezuniga (CRD# 1014886) is an Investment Advisor Representative working at Vanguard Capital in Irvine, CA and has over 41 years of experience in the finance industry.
Derrick Blanchette (CRD# 6392235) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Corona, CA and has over 9 years of experience in the finance industry.
David Blasi (CRD# 4540642) is an Investment Advisor Representative working at Clg LLC in Long Beach, CA and has over 21 years of experience in the finance industry. David Blasi 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.
Sara Blatt Collins (CRD# 2921061) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Pasadena, CA and has over 26 years of experience in the finance industry.
Linda Blits (CRD# 5841597) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Los Alamitos, CA and has over 12 years of experience in the finance industry.
Allen Block (CRD# 3104427) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ontario, CA and has over 25 years of experience in the finance industry.
Mark Blom (CRD# 1706044) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has over 23 years of experience in the finance industry. Mark Blom 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.
Danielle Blunt (CRD# 4187597) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Brea, CA and has over 23 years of experience in the finance industry. Danielle Blunt 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.