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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
Wyatt Knippen (CRD# 6876807) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Napa, CA and has over 6 years of experience in the finance industry.
Paul Knoblich (CRD# 1447147) is an Investment Advisor Representative working at Independent Financial Group, LLC in Calistoga, CA and has over 27 years of experience in the finance industry. Paul Knoblich 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.
Christopher Knoche (CRD# 732045) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 26 years of experience in the finance industry.
Amy Knopka (CRD# 6261597) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Napa, CA and has over 10 years of experience in the finance industry.
Sakiko Kono (CRD# 2355153) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Rafael, CA and has over 31 years of experience in the finance industry.
Ryan Kosakura (CRD# 6427822) 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.
Jessica Kozlowski (CRD# 5897712) is an Investment Advisor Representative working at Edward Jones in Santa Rosa, CA and has over 5 years of experience in the finance industry.
Kendall Kramer (CRD# 4557835) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Novato, CA and has over 21 years of experience in the finance industry.
Peter Kranzler (CRD# 5795929) is an Investment Advisor Representative working at San Mateo Capital Management LLC in Petaluma, CA and has over 14 years of experience in the finance industry.
Steven Krikac (CRD# 4865332) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Rosa, CA and has over 19 years of experience in the finance industry. Steven Krikac 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.