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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
April Walstad (CRD# 2558366) is an Investment Advisor Representative working at Walstad Investment Counsel, Inc. in Santa Barbara, CA and has over 29 years of experience in the finance industry.
Andrew Walton (CRD# 2423641) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Barbara, CA and has over 30 years of experience in the finance industry. Andrew Walton 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.
Jonathan Wang (CRD# 4196411) is an Investment Advisor Representative working at Wang Financial, LLC in Santa Barbara, CA and has 1 year of experience in the finance industry. Jonathan Wang 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.
Eric Wasmuth (CRD# 3198286) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Barbara, CA and has over 25 years of experience in the finance industry.
James Watts (CRD# 4735301) is an Investment Advisor Representative working at Edward Jones in Solvang, CA and has over 20 years of experience in the finance industry.
Richard Wedge (CRD# 2071103) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 33 years of experience in the finance industry.
Kelly Wehr (CRD# 1256996) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Barbara, CA and has over 19 years of experience in the finance industry.
Brett Weichbrod (CRD# 4595377) is an Investment Advisor Representative working at Channel Wealth, LLC in Santa Barbara, CA and has over 11 years of experience in the finance industry.
Donna Weidl (CRD# 5632755) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Barbara, CA and has over 15 years of experience in the finance industry.
Joseph Weiland (CRD# 2641532) is an Investment Advisor Representative working at Arlington Financial Advisors, LLC in Santa Barbara, CA and has over 28 years of experience in the finance industry. Joseph Weiland 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.