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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 Evans (CRD# 1196111) is an Investment Advisor Representative working at Capital Trust Advisors in San Rafael, CA and has over 27 years of experience in the finance industry.
Michael Finnell (CRD# 1777460) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 36 years of experience in the finance industry.
Ryan Finnell (CRD# 5994461) 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.
Kathleen Fisher (CRD# 2015590) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Rafael, CA and has over 25 years of experience in the finance industry.
Michael Flahaven (CRD# 1406938) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 35 years of experience in the finance industry. Michael Flahaven 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.
Philip Fogli (CRD# 1320549) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 39 years of experience in the finance industry. Philip Fogli 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.
Philip Fogli (CRD# 4400588) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 22 years of experience in the finance industry. Philip Fogli 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.
Amanda Fox (CRD# 6864506) is an Investment Advisor Representative working at Wealthspire Advisors in San Rafael, CA and has over 7 years of experience in the finance industry. Amanda Fox 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.
Bruce Frankel (CRD# 4700928) is an Investment Advisor Representative working at Mgo Private Wealth, LLC in San Rafael, CA and has over 20 years of experience in the finance industry. Bruce Frankel 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.
Haswell Franklin (CRD# 1541542) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 35 years of experience in the finance industry.