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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
Kathleen Barron-Alicante (CRD# 7002732) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 6 years of experience in the finance industry. Kathleen Barron-Alicante 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.
Scott Bayliss (CRD# 2340486) is an Investment Advisor Representative working at Saybrook Fund Advisors, LLC in Santa Monica, CA and has over 30 years of experience in the finance industry.
Richard Beale (CRD# 3084780) is an Investment Advisor Representative working at Mapleton Capital Management, LLC in Santa Monica, CA and has 1 year of experience in the finance industry.
Christopher Belanger (CRD# 4793408) is an Investment Advisor Representative working at Craton Capital Management, LLC in Santa Monica, CA and has over 7 years of experience in the finance industry.
Emily Benedetto (CRD# 6849355) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 6 years of experience in the finance industry. Emily Benedetto 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.
Jeffrey Bernstein (CRD# 2837317) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Santa Monica, CA and has over 25 years of experience in the finance industry. Jeffrey Bernstein 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.
Xiaoxiao Bi (CRD# 5868168) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 10 years of experience in the finance industry.
Anthony Blueford (CRD# 6798389) is an Investment Advisor Representative working at Georgina Asset Management LLC in Santa Monica, CA and has over 6 years of experience in the finance industry.
Adam Blumenstein (CRD# 4579187) is an Investment Advisor Representative working at Mapleton Capital Management, LLC in Santa Monica, CA and has over 24 years of experience in the finance industry.
Kara Boccella (CRD# 2191952) is an Investment Advisor Representative working at Certuity, LLC in Santa Monica, CA and has over 28 years of experience in the finance industry.