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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
David Espineira (CRD# 5848324) is an Investment Advisor Representative working at Burton Enright Welch in Walnut Creek, CA and has over 13 years of experience in the finance industry. David Espineira 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.
Cathleen Espos (CRD# 3033141) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Oakland, CA and has over 23 years of experience in the finance industry.
Joshua Estes (CRD# 6783446) is an Investment Advisor Representative working at Morgan Stanley in Walnut Creek, CA and has over 6 years of experience in the finance industry.
Jaime Estrada (CRD# 5852546) is an Investment Advisor Representative working at Wells Fargo Advisors in Walnut Creek, CA and has over 13 years of experience in the finance industry.
Alfonso Estrella (CRD# 2231730) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stockton, CA and has over 32 years of experience in the finance industry.
Frank Evangelist (CRD# 3212538) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Pleasant Hill, CA and has over 25 years of experience in the finance industry.
Joel Faber (CRD# 4640630) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Pleasant Hill, CA and has over 21 years of experience in the finance industry.
Kathleen Fanelli (CRD# 4628214) is an Investment Advisor Representative working at United Capital Financial Advisors in Walnut Creek, CA and has over 21 years of experience in the finance industry. Kathleen Fanelli 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.
Jason Fang (CRD# 5243084) is an Investment Advisor Representative working at Edelman Financial Engines in Walnut Creek, CA and has over 17 years of experience in the finance industry. Jason Fang 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.
Patrick Fanning (CRD# 1578036) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Danville, CA and has over 5 years of experience in the finance industry.