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Distance Only Santa Cruz, 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
Christopher Wentzien (CRD# 4836951) is an Investment Advisor Representative working at Natural Bridges Financial Advisors in Santa Cruz, CA and has over 19 years of experience in the finance industry. Christopher Wentzien 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.
Thomas Wynn (CRD# 2322640) is an Investment Advisor Representative working at Wynn Capital Management, LLC in Santa Cruz, CA and has over 22 years of experience in the finance industry.
Alfredo Algaratetamayo (CRD# 7529472) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Cruz, CA and has 1 year of experience in the finance industry.
Josiah Clymer (CRD# 7817889) is an Investment Advisor Representative working at Morgan Stanley in Santa Cruz, CA and has 1 year of experience in the finance industry.
Lydia Harville (CRD# 5511378) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Santa Cruz, CA and has 1 year of experience in the finance industry.
Scott Tucker (CRD# 7600869) is an Investment Advisor Representative working at Morgan Stanley in Santa Cruz, CA and has 1 year of experience in the finance industry.
Jacob Willet (CRD# 7167507) is an Investment Advisor Representative working at Morgan Stanley in Santa Cruz, CA and has over 2 years of experience in the finance industry.
Michael Wunsch (CRD# 7299432) is an Investment Advisor Representative working at Wealthdevs in Santa Cruz, CA and has over 3 years of experience in the finance industry.
Matthew Zepeda (CRD# 7440034) is an Investment Advisor Representative working at Morgan Stanley in Santa Cruz, CA and has over 2 years of experience in the finance industry.