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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
Cesar Dantes (CRD# 1470508) is an Investment Advisor Representative working at Prosperity Financial Group, Inc. in San Ramon, CA and has over 35 years of experience in the finance industry.
Robert Dcruz (CRD# 5635244) is an Investment Advisor Representative working at Eagle Strategies LLC in San Ramon, CA and has over 14 years of experience in the finance industry.
Min Deng (CRD# 5207287) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Ramon, CA and has over 17 years of experience in the finance industry. Min Deng 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.
Michael Devere (CRD# 5572194) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in San Ramon, CA and has over 15 years of experience in the finance industry.
Sanjay Dhar (CRD# 5710782) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Ramon, CA and has over 14 years of experience in the finance industry.
Matthew Dolan (CRD# 3106440) is an Investment Advisor Representative working with David White & Associates in San Ramon, CA and has over 17 years of experience in the financial planning industry. Matthew works with individuals and small businesses to help them achieve their financial goals. He specializes in retirement income planning, wealth management, insurance protection and college funding.
Antonio Dominguez (CRD# 4862020) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in San Ramon, CA and has over 19 years of experience in the finance industry.
Jay Doraiswami (CRD# 6214351) is an Investment Advisor Representative working at Wealtheon Advisors LLC in San Ramon, CA and has over 10 years of experience in the finance industry.
Mark Dossa (CRD# 3079503) is an Investment Advisor Representative working at Fortitude Wealth Management LLC in San Ramon, CA and has over 25 years of experience in the finance industry. Mark Dossa 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.