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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
Scott Riesen (CRD# 4809044) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Barbara, CA and has over 19 years of experience in the finance industry. Scott Riesen 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 Riolo (CRD# 3011228) is an Investment Advisor Representative working at Mountain Vista Wealth Management in Santa Barbara, CA and has over 23 years of experience in the finance industry.
Aaron Ritter (CRD# 5175154) is an Investment Advisor Representative working at Abundant Wealth Partners, LLC in Santa Barbara, CA and has 1 year of experience in the finance industry. Aaron Ritter 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.
Jenna Rogers (CRD# 5395184) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 13 years of experience in the finance industry. Jenna Rogers 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.
Kevin Root (CRD# 5553574) is an Investment Advisor Representative working at Oak Root LLC in Santa Barbara, CA and has over 15 years of experience in the finance industry.
Steven Rosso (CRD# 6587168) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Barbara, CA and has over 8 years of experience in the finance industry.
Joan Rothenberg (CRD# 1290202) is an Investment Advisor Representative working at The Ameriflex Group in Santa Barbara, CA and has over 26 years of experience in the finance industry. Joan Rothenberg 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.
Matthew Rowe (CRD# 4310904) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Santa Barbara, CA and has over 23 years of experience in the finance industry.
Jeremy Runnels (CRD# 6254923) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has over 10 years of experience in the finance industry. Jeremy Runnels 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.
Marie Rutherford (CRD# 2448965) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Santa Barbara, CA and has over 16 years of experience in the finance industry.