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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
Joel Kocen (CRD# 1306954) is an Investment Advisor Representative working at The Kocen Financial Group, Inc. in Rancho Mirage, CA and has over 37 years of experience in the finance industry.
Nancy Mayhue-Eichelberger (CRD# 2089912) is an Investment Advisor Representative working at Western International Securities in Rancho Mirage, CA and has over 33 years of experience in the finance industry.
Michele Pemberton (CRD# 1900039) is an Investment Advisor Representative working at The Wealth Consulting Group in Rancho Mirage, CA and has over 32 years of experience in the finance industry.
Robert Piano (CRD# 2637668) is an Investment Advisor Representative working at Stoke Capital in Rancho Mirage, CA and has over 28 years of experience in the finance industry.
David Ransom (CRD# 2346427) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Rancho Mirage, CA and has over 30 years of experience in the finance industry.
Diane Reed (CRD# 3116868) is an Investment Advisor Representative working at The Wealth Consulting Group in Rancho Mirage, CA and has over 25 years of experience in the finance industry.
Howard Rubin (CRD# 5836057) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rancho Mirage, CA and has over 13 years of experience in the finance industry. Howard Rubin 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.
Rick Stein (CRD# 2649401) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Rancho Mirage, CA and has over 28 years of experience in the finance industry.
John Urrutia (CRD# 5260447) is an Investment Advisor Representative working at Planmember Securities Corporation in Rancho Mirage, CA and has over 16 years of experience in the finance industry.
Robert Valenzuela (CRD# 5956818) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Rancho Mirage, CA and has over 12 years of experience in the finance industry.