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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
Dianne Clark (CRD# 4321830) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 23 years of experience in the finance industry.
Richard Clarke (CRD# 4621807) is an Investment Advisor Representative working at Zrc Wealth Management, LLC in Santa Rosa, CA and has over 24 years of experience in the finance industry.
Russell Clifford (CRD# 2537734) is an Investment Advisor Representative working at Clifford Financial Planning, Inc. in Santa Rosa, CA and has over 29 years of experience in the finance industry. Russell Clifford 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.
Richard Clouse (CRD# 1219312) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 38 years of experience in the finance industry.
Nathan Cobert (CRD# 1986373) is an Investment Advisor Representative working at Equitable Advisors, LLC in San Rafael, CA and has over 33 years of experience in the finance industry.
Kimberly Cochrane (CRD# 1970396) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 19 years of experience in the finance industry.
Mila Coffey (CRD# 2854349) is an Investment Advisor Representative working at Avantax Advisory Services in Richmond, CA and has over 27 years of experience in the finance industry. Mila Coffey 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.
Richard Cohn (CRD# 1185303) is an Investment Advisor Representative working at American Investors Co in San Rafael, CA and has over 24 years of experience in the finance industry.
Shelley Cole (CRD# 2554859) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fairfield, CA and has over 29 years of experience in the finance industry.
Teresa Coleman (CRD# 4654757) is an Investment Advisor Representative working at Creekside Partners in Petaluma, CA and has over 20 years of experience in the finance industry.