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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
James Weimer (CRD# 6371194) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has over 7 years of experience in the finance industry. James Weimer 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.
Steven Weintraub (CRD# 1157865) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has over 38 years of experience in the finance industry. Steven Weintraub 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.
Stephen Wheeler (CRD# 6009674) is an Investment Advisor Representative working at Arlington Financial Advisors, LLC in Santa Barbara, CA and has over 12 years of experience in the finance industry. Stephen Wheeler 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.
Monica Williams (CRD# 3272208) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Santa Barbara, CA and has over 24 years of experience in the finance industry.
Andrew Wilson (CRD# 2208162) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Santa Barbara, CA and has over 32 years of experience in the finance industry.
David Wilson (CRD# 5797198) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Santa Barbara, CA and has over 5 years of experience in the finance industry. David Wilson 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.
Tony Winkeljohn (CRD# 2272603) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 31 years of experience in the finance industry.
Ryan Wolfshorndl (CRD# 5950446) is an Investment Advisor Representative working at Financial Vision LLC in Goleta, CA and has 1 year of experience in the finance industry. Ryan Wolfshorndl 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.
Yvonne Wood (CRD# 2072310) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Santa Barbara, CA and has over 33 years of experience in the finance industry. Yvonne Wood 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.
Peter Woodring (CRD# 4240628) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 23 years of experience in the finance industry.