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Distance Only Walnut Creek, 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
Jessica Caruso (CRD# 5453902) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Walnut Creek, CA and has over 16 years of experience in the finance industry. Jessica Caruso 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.
Joseph Caselle (CRD# 2277521) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Walnut Creek, CA and has over 31 years of experience in the finance industry.
Corey Casilio (CRD# 4560030) is an Investment Advisor Representative working at Casilio Leitch Investments in Walnut Creek, CA and has over 21 years of experience in the finance industry.
Ian Castille (CRD# 5091378) is an Investment Advisor Representative working at Capital Advantage, Inc. in Walnut Creek, CA and has over 18 years of experience in the finance industry. Ian Castille 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.
Stephen Catton (CRD# 4338273) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 23 years of experience in the finance industry.
David Cereghino (CRD# 2858380) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 27 years of experience in the finance industry.
Richard Cerruti (CRD# 6245840) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Walnut Creek, CA and has over 10 years of experience in the finance industry.
John Cha (CRD# 2373163) is an Investment Advisor Representative working at Vbl Advisors LLC in Walnut Creek, CA and has over 30 years of experience in the finance industry.
Rita Chan (CRD# 4017821) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 24 years of experience in the finance industry. Rita Chan 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.
Wai Ip Chan (CRD# 2722115) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Walnut Creek, CA and has over 17 years of experience in the finance industry.