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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
Daniel Horgan (CRD# 1620034) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Newport Beach, CA and has over 37 years of experience in the finance industry.
Kristin Brkich (CRD# 6174669) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Santa Ana, CA and has over 6 years of experience in the finance industry.
Daniel Catone (CRD# 4469467) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Ana, CA and has over 22 years of experience in the finance industry.
Sandra Cho (CRD# 4593652) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Ana, CA and has over 21 years of experience in the finance industry.
Maurice Clein (CRD# 2127736) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Santa Ana, CA and has over 32 years of experience in the finance industry.
Robert Cobb (CRD# 1302071) is an Investment Advisor Representative working at Cobb Planning Group in Santa Ana, CA and has over 39 years of experience in the finance industry.
Ashley Curiel (CRD# 4661466) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Ana, CA and has over 16 years of experience in the finance industry. Ashley Curiel 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.
Wanda Delgado (CRD# 1036229) is an Investment Advisor Representative working at Insight Financial Advisors in Santa Ana, CA and has over 40 years of experience in the finance industry. Wanda Delgado 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.
Raoul Dubery (CRD# 3259052) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Santa Ana, CA and has over 24 years of experience in the finance industry.
Kyle Emerson (CRD# 3087936) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Ana, CA and has over 25 years of experience in the finance industry.