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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
David Felte (CRD# 4481315) is an Investment Advisor Representative working at Eagle Strategies LLC in Santa Rosa, CA and has over 22 years of experience in the finance industry.
Evert Fernandez (CRD# 2331109) is an Investment Advisor Representative working at Lpl Financial LLC in Sebastopol, CA and has over 30 years of experience in the finance industry.
Jeffrey Field (CRD# 5471318) is an Investment Advisor Representative working at Harrington Investments, Inc. in Napa, CA and has over 16 years of experience in the finance industry.
Kathleen Fisher (CRD# 2015590) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Rafael, CA and has over 25 years of experience in the finance industry.
Kathryn Fitzgerald (CRD# 1411000) is an Investment Advisor Representative working at Mml Investors Services, LLC in Napa, CA and has over 33 years of experience in the finance industry. Kathryn Fitzgerald 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.
Robert Fitzwilson (CRD# 4342690) is an Investment Advisor Representative working at The Portola Group Inc. in Calistoga, CA and has 1 year of experience in the finance industry.
Philip Fogli (CRD# 1320549) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 39 years of experience in the finance industry. Philip Fogli 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.
Philip Fogli (CRD# 4400588) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 22 years of experience in the finance industry. Philip Fogli 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.
Jason Foster (CRD# 2878844) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Rosa, CA and has over 27 years of experience in the finance industry.
Matthew Foster (CRD# 5280186) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Petaluma, CA and has over 16 years of experience in the finance industry.