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Distance Only Rancho Santa Fe, CA
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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
Tanner Curtiss (CRD# 6848856) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rancho Santa Fe, CA and has over 6 years of experience in the finance industry.
Rene Decharon (CRD# 2546809) is an Investment Advisor Representative working at American Money Management, LLC in Rancho Santa Fe, CA and has over 29 years of experience in the finance industry. Rene Decharon 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.
Kristin Dornbusch (CRD# 5580948) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rancho Santa Fe, CA and has over 15 years of experience in the finance industry.
Katharine Downey (CRD# 4626137) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rancho Santa Fe, CA and has over 19 years of experience in the finance industry.
Jennifer Duggan (CRD# 2878773) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rancho Santa Fe, CA and has over 14 years of experience in the finance industry.
Trevin Epps (CRD# 4278077) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in Rancho Santa Fe, CA and has over 23 years of experience in the finance industry.
Christopher Ficara (CRD# 5132333) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rancho Santa Fe, CA and has over 17 years of experience in the finance industry.
Kenneth Fincher (CRD# 1910915) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in Rancho Santa Fe, CA and has over 29 years of experience in the finance industry.
Paul Flather (CRD# 1417690) is an Investment Advisor Representative working at Hermes Advisors LLC in Rancho Santa Fe, CA and has over 37 years of experience in the finance industry.
Robert Frazier (CRD# 2139432) is an Investment Advisor Representative working at American Money Management, LLC in Rancho Santa Fe, CA and has over 32 years of experience in the finance industry.