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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
Robert Devalle (CRD# 2128749) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 32 years of experience in the finance industry.
Craig Dewey (CRD# 869928) 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.
Salvador Diaz (CRD# 5198193) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 17 years of experience in the finance industry.
Bradley Dillon (CRD# 2886377) is an Investment Advisor Representative working at Cwm, LLC in San Rafael, CA and has over 26 years of experience in the finance industry.
Kevin Douglas (CRD# 2160517) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Rafael, CA and has over 32 years of experience in the finance industry.
Lorraine Downing (CRD# 3142943) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 25 years of experience in the finance industry.
Cary Eidsness (CRD# 4396895) 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.
Brian Eisenbarth (CRD# 2377909) is an Investment Advisor Representative working at Lava Creek Capital Management, LLC in San Rafael, CA and has over 30 years of experience in the finance industry.
Marygrace Elizondo (CRD# 1807133) is an Investment Advisor Representative working at Lpl Financial LLC in San Rafael, CA and has over 19 years of experience in the finance industry. Marygrace Elizondo 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.
Charles Epstein (CRD# 1017351) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 40 years of experience in the finance industry.