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Distance Only San Ramon, CA
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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
Joseph Duca (CRD# 4563712) is an Investment Advisor Representative working at 7 Streets Financial, LLC in San Ramon, CA and has over 18 years of experience in the finance industry.
Cole Durkin (CRD# 6616458) is an Investment Advisor Representative working at Insight Wealth Strategies, LLC in San Ramon, CA and has over 8 years of experience in the finance industry.
Jonathan Elfin (CRD# 4568820) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in San Ramon, CA and has over 21 years of experience in the finance industry.
Robby Engeldinger (CRD# 6565352) is an Investment Advisor Representative working at Lpl Financial LLC in San Ramon, CA and has over 7 years of experience in the finance industry.
Lloyd Etheredge (CRD# 1350002) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 38 years of experience in the finance industry.
Henry Fanger (CRD# 811525) is an Investment Advisor Representative working at Prosperity Financial Group, Inc. in San Ramon, CA and has over 38 years of experience in the finance industry.
Jonathan Farnstrom (CRD# 6792024) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in San Ramon, CA and has over 5 years of experience in the finance industry. Jonathan Farnstrom 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.
Kathleen Fereday (CRD# 2076048) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 29 years of experience in the finance industry.
David Fernandez (CRD# 3194810) is an Investment Advisor Representative working at Captrust in San Ramon, CA and has 1 year of experience in the finance industry. David Fernandez 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.
John Findley (CRD# 2472449) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in San Ramon, CA and has over 29 years of experience in the finance industry.