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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
Paul Cordero (CRD# 5480699) is an Investment Advisor Representative working at Attune Financial Planning, LLC in San Rafael, CA and has over 16 years of experience in the finance industry. Paul Cordero 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.
James Costello (CRD# 2477753) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in San Rafael, CA and has over 30 years of experience in the finance industry. James Costello 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.
Clifford Cowles (CRD# 6824046) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 6 years of experience in the finance industry.
Stuart Crandall (CRD# 4991085) is an Investment Advisor Representative working at Hutchinson Capital Management in San Rafael, CA and has over 18 years of experience in the finance industry. Stuart Crandall 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.
Taylor Dance (CRD# 5804940) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 10 years of experience in the finance industry.
Pamela De Sena (CRD# 7074963) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 5 years of experience in the finance industry.
Carl Dekle (CRD# 5159947) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 14 years of experience in the finance industry.
Brooke Delaney (CRD# 6557852) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 8 years of experience in the finance industry.
Tony Delumen (CRD# 4473452) is an Investment Advisor Representative working at Mml Investors Services, LLC in San Rafael, CA and has over 22 years of experience in the finance industry.
Justin Detray (CRD# 3190629) is an Investment Advisor Representative working at Wealthspire Advisors in San Rafael, CA and has over 10 years of experience in the finance industry.