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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
Michael Woods (CRD# 2453768) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 25 years of experience in the finance industry.
Joshua Yager (CRD# 2638956) is an Investment Advisor Representative working at Financial Vision LLC in Goleta, CA and has over 29 years of experience in the finance industry. Joshua Yager 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 Yonally (CRD# 1423763) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Barbara, CA and has over 38 years of experience in the finance industry.
Brian Yorty (CRD# 3168571) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Montecito, CA and has over 19 years of experience in the finance industry. Brian Yorty 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.
Conner Rehage (CRD# 6124679) is an Investment Advisor Representative working at Harbor Hills Financial Advisors in Santa Barbara, CA and has over 11 years of experience in the finance industry.
Valerie Harrison (CRD# 1505586) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Barbara, CA and has over 29 years of experience in the finance industry.
Nicole Allen (CRD# 7127630) is an Investment Advisor Representative working at Monarch Wealth Strategies in Santa Barbara, CA and has 1 year of experience in the finance industry.
Marcos Alvaro (CRD# 7716575) is an Investment Advisor Representative working at Harbor Hills Financial Advisors in Montecito, CA and has 1 year of experience in the finance industry.
Rehan Arif (CRD# 6334122) is an Investment Advisor Representative working at Morgan Stanley in Santa Barbara, CA and has over 2 years of experience in the finance industry.
Ethan Ashbrook (CRD# 7744696) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Santa Barbara, CA and has 1 year of experience in the finance industry.