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Distance Only Solana Beach, 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
Ari Taublieb (CRD# 6751817) is an Investment Advisor Representative working at Root Financial Partners in Solana Beach, CA and has over 5 years of experience in the finance industry.
Andrew Wasa (CRD# 1302473) is an Investment Advisor Representative working at Focus Investment Advisors, Inc. in Solana Beach, CA and has over 38 years of experience in the finance industry.
Montie Weisenberger (CRD# 4246645) is an Investment Advisor Representative working at Eam Investors, LLC in Solana Beach, CA and has over 22 years of experience in the finance industry.
John Wells (CRD# 2230675) is an Investment Advisor Representative working at Sentinel Asset Management, Inc. in Solana Beach, CA and has over 31 years of experience in the finance industry.
Mason Boren (CRD# 7256587) is an Investment Advisor Representative working at Blankinship & Foster, LLC in Solana Beach, CA and has over 3 years of experience in the finance industry. Mason Boren 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.
Arley Gonzalez (CRD# 6952863) is an Investment Advisor Representative working at Blankinship & Foster, LLC in Solana Beach, CA and has 1 year of experience in the finance industry. Arley Gonzalez 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.
Darren Hamilton (CRD# 7320954) is an Investment Advisor Representative working at Hamilton Investment Advisors, LLC in Solana Beach, CA and has over 3 years of experience in the finance industry.
Gabriel Katzner (CRD# 7312525) is an Investment Advisor Representative working at Frame Wealth Management in Solana Beach, CA and has 1 year of experience in the finance industry. Gabriel Katzner 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 Licosati (CRD# 3253972) is an Investment Advisor Representative working at Pacific Point Advisors, LLC in Solana Beach, CA and has over 21 years of experience in the finance industry.
Alan Nelson (CRD# 7864430) is an Investment Advisor Representative working at Measured Money Maneuvers in Solana Beach, CA and has 1 year of experience in the finance industry. Alan Nelson 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.