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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
Alphonsus Chen (CRD# 3064827) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Hercules, CA and has over 21 years of experience in the finance industry.
Barbara Chown (CRD# 2266737) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Santa Rosa, CA and has over 31 years of experience in the finance industry. Barbara Chown 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.
Alexander Clark (CRD# 6992471) is an Investment Advisor Representative working at Commonwealth Financial Network in Santa Rosa, CA and has over 5 years of experience in the finance industry.
Dianne Clark (CRD# 4321830) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 23 years of experience in the finance industry.
Chadwick Clarke (CRD# 6623867) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Napa, CA and has over 5 years of experience in the finance industry.
Richard Clarke (CRD# 4621807) is an Investment Advisor Representative working at Zrc Wealth Management, LLC in Santa Rosa, CA and has over 24 years of experience in the finance industry.
Romain Clerou (CRD# 1694524) is an Investment Advisor Representative working at Romain Walsh Clerou Professional Investment Mgmt in Napa, CA and has over 13 years of experience in the finance industry.
Russell Clifford (CRD# 2537734) is an Investment Advisor Representative working at Clifford Financial Planning, Inc. in Santa Rosa, CA and has over 29 years of experience in the finance industry. Russell Clifford 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.
Richard Clouse (CRD# 1219312) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 38 years of experience in the finance industry.
Aleia Coate (CRD# 2992578) is an Investment Advisor Representative working at Edward Jones in Sebastopol, CA and has over 26 years of experience in the finance industry.