-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Thomas Bennett (CRD# 1485243) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Concord, CA and has over 24 years of experience in the finance industry. Thomas Bennett 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.
Randy Benning (CRD# 2280167) is an Investment Advisor Representative working at Benning Financial Group, LLC in Fairfield, CA and has over 31 years of experience in the finance industry. Randy Benning 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.
Keith Bernardy (CRD# 728169) is an Investment Advisor Representative working at Lpl Financial LLC in Novato, CA and has over 40 years of experience in the finance industry.
Mary Bernini (CRD# 2384221) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 30 years of experience in the finance industry.
Thomas Birch (CRD# 805540) is an Investment Advisor Representative working at Newedge Advisors in Novato, CA and has over 25 years of experience in the finance industry. Thomas Birch 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.
Claude Bishop (CRD# 4399101) is an Investment Advisor Representative working at Osaic Fa, Inc. in San Rafael, CA and has over 22 years of experience in the finance industry.
Jason Black (CRD# 5732610) is an Investment Advisor Representative working at Edward Jones in Santa Rosa, CA and has over 14 years of experience in the finance industry.
Gregory Block (CRD# 2330891) is an Investment Advisor Representative working at Osaic Fa, Inc. in Santa Rosa, CA and has over 23 years of experience in the finance industry.
Stephen Block (CRD# 4584035) is an Investment Advisor Representative working at Zrc Wealth Management, LLC in Santa Rosa, CA and has 1 year of experience in the finance industry.
Daren Blonski (CRD# 5974079) is an Investment Advisor Representative working at Fermata Advisors in Sonoma, CA and has over 12 years of experience in the finance industry. Daren Blonski 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.