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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
Elizabeth Saghi (CRD# 707605) is an Investment Advisor Representative working at Avalan, LLC in Santa Barbara, CA and has over 27 years of experience in the finance industry. Elizabeth Saghi 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.
Wesley Sanchez (CRD# 3269387) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Barbara, CA and has over 24 years of experience in the finance industry.
Brian Schaffield (CRD# 1905309) is an Investment Advisor Representative working at Summa Capital Management LLC in Santa Barbara, CA and has over 18 years of experience in the finance industry.
Robert Scherzer (CRD# 1872092) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 6 years of experience in the finance industry.
Lisa Schomer (CRD# 2070251) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Barbara, CA and has over 31 years of experience in the finance industry. Lisa Schomer 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.
Elisabeth Schreiber (CRD# 2690565) is an Investment Advisor Representative working at Morgan Stanley in Santa Barbara, CA and has over 17 years of experience in the finance industry.
Richard Schuette (CRD# 2907767) is an Investment Advisor Representative working at Avalan, LLC in Santa Barbara, CA and has over 27 years of experience in the finance industry. Richard Schuette 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.
Robert Schultz (CRD# 5640026) is an Investment Advisor Representative working at Omega Financial Group, LLC in Santa Barbara, CA and has over 15 years of experience in the finance industry. Robert Schultz 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.
Alison Segall (CRD# 2788914) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 10 years of experience in the finance industry.
Paul Seibt (CRD# 6058421) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Santa Barbara, CA and has over 11 years of experience in the finance industry.