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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
Shannon Bene (CRD# 2691744) is an Investment Advisor Representative working at Empirical Wealth Management in Portland, OR and has over 28 years of experience in the finance industry. Shannon Bene 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.
Steven Beranek (CRD# 5444210) is an Investment Advisor Representative working at Cs Planning Corp in Portland, OR and has over 16 years of experience in the finance industry.
Mark Bernazzani (CRD# 5566001) is an Investment Advisor Representative working at My Personal Cfo, LLC in Vancouver, WA and has over 14 years of experience in the finance industry. Mark Bernazzani 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.
Patsy Berner (CRD# 1146726) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portland, OR and has over 40 years of experience in the finance industry.
Reece Betcher (CRD# 7047813) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Portland, OR and has over 5 years of experience in the finance industry.
Bryan Betita (CRD# 5640740) is an Investment Advisor Representative working at Morgan Stanley in Portland, OR and has over 15 years of experience in the finance industry.
Michael Bien (CRD# 4836956) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Beaverton, OR and has over 19 years of experience in the finance industry.
Mark Blake (CRD# 2301418) is an Investment Advisor Representative working at Meriwether Family Office, LLC in Portland, OR and has over 31 years of experience in the finance industry.
Justin Boggs (CRD# 6234106) is an Investment Advisor Representative working at Optima Capital LLC in Beaverton, OR and has over 10 years of experience in the finance industry. Justin Boggs 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.
Kenneth Bolton (CRD# 1925208) is an Investment Advisor Representative working at Cs Planning Corp in Portland, OR and has over 35 years of experience in the finance industry.