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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
Douglas Ellis (CRD# 2633217) is an Investment Advisor Representative working at Avantax Advisory Services in Vacaville, CA and has over 28 years of experience in the finance industry.
Peggy Engel-Kent (CRD# 4493284) is an Investment Advisor Representative working at Edward Jones in Sonoma, CA and has over 8 years of experience in the finance industry.
Judith Enochs (CRD# 2426911) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Santa Rosa, CA and has over 30 years of experience in the finance industry.
Charles Epstein (CRD# 1017351) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 40 years of experience in the finance industry.
Roger Escobar (CRD# 6231420) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Martinez, CA and has over 9 years of experience in the finance industry.
Paul Evans (CRD# 1196111) is an Investment Advisor Representative working at Capital Trust Advisors in San Rafael, CA and has over 27 years of experience in the finance industry.
Sharon Evans (CRD# 6272003) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Santa Rosa, CA and has over 10 years of experience in the finance industry.
Troy Evans (CRD# 3069014) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Novato, CA and has over 25 years of experience in the finance industry.
Matthew Fannin (CRD# 3166145) is an Investment Advisor Representative working at Alpha Wealth Management And Planning LLC in Novato, CA and has over 25 years of experience in the finance industry.
Joseph Fanucchi (CRD# 4681324) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Concord, CA and has over 18 years of experience in the finance industry. Joseph Fanucchi 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.