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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
Diane Bourdo (CRD# 2216637) is an Investment Advisor Representative working at The Humphreys Group in San Francisco, CA and has 1 year of experience in the finance industry. Diane Bourdo 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.
Mark Bourguignon (CRD# 2973310) is an Investment Advisor Representative working at Proprietor Wealth Management Inc. in Larkspur, CA and has over 8 years of experience in the finance industry.
William Bowe (CRD# 5247969) is an Investment Advisor Representative working at Blackrock Fund Advisors in San Francisco, CA and has over 14 years of experience in the finance industry.
Charles Bowes (CRD# 4804519) is an Investment Advisor Representative working at Waypoint Wealth Partners in Mill Valley, CA and has over 20 years of experience in the finance industry. Charles Bowes 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.
West Bowler (CRD# 6718153) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Francisco, CA and has over 6 years of experience in the finance industry.
Paula Boyd (CRD# 1144589) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Francisco, CA and has over 38 years of experience in the finance industry.
David Boydell (CRD# 1817613) is an Investment Advisor Representative working at Mutual Advisors, LLC in Sonoma, CA and has over 30 years of experience in the finance industry. David Boydell 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 Boyer (CRD# 2291798) is an Investment Advisor Representative working at Mariner Wealth in Corte Madera, CA and has over 31 years of experience in the finance industry. Richard Boyer 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.
Lauren Boyes (CRD# 6001568) is an Investment Advisor Representative working at Abacus Wealth Partners in Sebastopol, CA and has over 7 years of experience in the finance industry.
Robert Brabson (CRD# 6354518) is an Investment Advisor Representative working at Sofi Wealth LLC in San Francisco, CA and has over 6 years of experience in the finance industry.