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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
Matt Addington (CRD# 5110554) is an Investment Advisor Representative working at Worthpointe in Ramona, CA and has over 18 years of experience in the finance industry. Matt Addington 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 Chapman (CRD# 5814089) is an Investment Advisor Representative working at Worthpointe in Ramona, CA and has over 12 years of experience in the finance industry. John Chapman 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.
William Clark (CRD# 1527094) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Ramona, CA and has over 30 years of experience in the finance industry.
Darlene Diehl (CRD# 2388733) is an Investment Advisor Representative working at Edward Jones in Ramona, CA and has over 19 years of experience in the finance industry.
Anthony Ferreira (CRD# 4586955) is an Investment Advisor Representative working at Worthpointe in Ramona, CA and has over 21 years of experience in the finance industry. Anthony Ferreira 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.
Jamie Lima (CRD# 5138442) is an Investment Advisor Representative working at Woodson Wealth Management in Ramona, CA and has over 17 years of experience in the finance industry. Jamie Lima 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.
Debora Meskell (CRD# 4178071) is an Investment Advisor Representative working at Edward Jones in Ramona, CA and has over 11 years of experience in the finance industry.
Patrick Meskell (CRD# 3235615) is an Investment Advisor Representative working at Edward Jones in Ramona, CA and has over 22 years of experience in the finance industry.
Brooksher Morgan (CRD# 6013756) is an Investment Advisor Representative working at Worthpointe in Ramona, CA and has over 12 years of experience in the finance industry. Brooksher Morgan 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.
Jerrilynn Myers (CRD# 2819317) is an Investment Advisor Representative working at Myers Financial Group, Inc. in Ramona, CA and has over 27 years of experience in the finance industry. Jerrilynn Myers 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.