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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
Brenda Friedlander (CRD# 2351292) is an Investment Advisor Representative working at Spectrum Financial Management in San Rafael, CA and has over 30 years of experience in the finance industry. Brenda Friedlander 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.
Gregory Friedman (CRD# 1929640) is an Investment Advisor Representative working at Wealthspire Advisors in San Rafael, CA and has over 33 years of experience in the finance industry. Gregory Friedman 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.
Russell Frierson (CRD# 2436724) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 30 years of experience in the finance industry.
Sherri Fryatt (CRD# 4821645) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 17 years of experience in the finance industry.
Kevin Gahagan (CRD# 2591527) is an Investment Advisor Representative working at Wealthspire Advisors in San Rafael, CA and has over 29 years of experience in the finance industry. Kevin Gahagan 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.
Lisa Gallo (CRD# 1759211) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Danville, CA and has over 28 years of experience in the finance industry. Lisa Gallo 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 Garrigan (CRD# 6876598) is an Investment Advisor Representative working at Equitable Advisors, LLC in San Rafael, CA and has over 6 years of experience in the finance industry.
Matthew Gist (CRD# 6449504) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 8 years of experience in the finance industry.
Michael Gold (CRD# 2130027) is an Investment Advisor Representative working at Principal Securities, Inc. in San Rafael, CA and has over 31 years of experience in the finance industry.
Robert Gottschling (CRD# 1306464) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 39 years of experience in the finance industry.