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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
Jonathan Cruz (CRD# 6938474) is an Investment Advisor Representative working at Wells Fargo Advisors in Walnut Creek, CA and has over 5 years of experience in the finance industry.
Julian Cruz (CRD# 6149841) is an Investment Advisor Representative working at Lpl Financial LLC in Stockton, CA and has over 11 years of experience in the finance industry.
Sheena Culp (CRD# 5549809) is an Investment Advisor Representative working at Wagner Loftin Investment Services LLC in Pleasant Hill, CA and has over 13 years of experience in the finance industry. Sheena Culp 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.
Cassandra Cummings (CRD# 5106659) is an Investment Advisor Representative working at Rc Wealth Management in Oakland, CA and has over 18 years of experience in the finance industry.
Catherine Curtis (CRD# 1644947) is an Investment Advisor Representative working at Curtis Financial Planning in Oakland, CA and has 1 year of experience in the finance industry. Catherine Curtis 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.
Joseph Curtis (CRD# 1014838) is an Investment Advisor Representative working at Resolve Financial, LLC in Walnut Creek, CA and has over 24 years of experience in the finance industry.
M. Curtis-Bauer (CRD# 2198170) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Concord, CA and has over 32 years of experience in the finance industry.
Colleen Cusick (CRD# 1235779) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 40 years of experience in the finance industry.
Richard Cutler (CRD# 1498430) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Stockton, CA and has over 27 years of experience in the finance industry.
Ryan Daley (CRD# 5514189) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lodi, CA and has over 16 years of experience in the finance industry.