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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
Seth Deal (CRD# 7839390) is an Investment Advisor Representative working at Lifefocus Financial Advisors, LLC in Walla Walla, WA and has 1 year of experience in the finance industry.
Shannon Ebding (CRD# 7152109) is an Investment Advisor Representative working at Cwm, LLC in Walla Walla, WA and has over 4 years of experience in the finance industry. Shannon Ebding 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.
Emily Reeves (CRD# 7390933) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Walla Walla, WA and has over 2 years of experience in the finance industry.
Andre Selfa (CRD# 6060137) is an Investment Advisor Representative and Founder of Pinnacle Ascent Wealth Management in Walla Walla, WA and has over 12 years of experience in the finance industry.
His clients are primarily located in Washington, Oregon, Idaho and Hawaii.
Pinnacle Ascent Wealth Management focuses on fee-based financial planning services and investment management.
Investment porfolios are tailored to clients primary goals: wether it is focusing on income that can weather market volatility, targeting high growth, or being defensive when markets are high and opportunistic...
Michael Swinnerton (CRD# 3050811) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Milton Frwtr, OR and has over 25 years of experience in the finance industry.
John Zerba (CRD# 3114531) is an Investment Advisor Representative working at 5 Star Investing in Milton-Freewater, OR and has 1 year of experience in the finance industry.