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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
Mahalene Dulay (CRD# 5122368) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in San Diego, CA and has over 16 years of experience in the finance industry.
Bulent Erol (CRD# 6121921) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Diego, CA and has over 11 years of experience in the finance industry.
Stephen Fagas (CRD# 2452072) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 29 years of experience in the finance industry.
Morgan Fippinger (CRD# 6687100) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in San Diego, CA and has over 7 years of experience in the finance industry.
Angeli Forster (CRD# 1240168) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Diego, CA and has over 40 years of experience in the finance industry.
Sandra Franklin (CRD# 2488325) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Diego, CA and has over 29 years of experience in the finance industry.
Steven Friedman (CRD# 2786608) is an Investment Advisor Representative working at Kalo Capital Management, LLC in San Diego, CA and has over 27 years of experience in the finance industry.
William Friess (CRD# 814694) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Diego, CA and has over 18 years of experience in the finance industry.
Brett Gatta (CRD# 6051293) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 12 years of experience in the finance industry.
Victor Gersten (CRD# 6160946) is an Investment Advisor Representative working at Cross Border Wealth Advisors in San Diego, CA and has over 11 years of experience in the finance industry. Victor Gersten 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.