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Financial Disclosures
The advisors and other financial professionals listed on our website include but are not limited to broker-dealer registered representatives, investment adviser representatives, insurance agents, and others.
The Financial Industry Regulatory Authority (FINRA) offers a full list of recognized financial designations.
Your Matches
250 Results
James Valenzuela
RICP®i
Retirement Investment Certified Professional®:
Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.
Duarte, CA
Retirement Income Planning
PO Box 1644
Duarte CA, 91009
Chad Brown
CLF®i
RICP®i
Chartered Leadership Fellow®:
Applies knowledge for effective leaders in their organizations with in-depth training in leadership skills.
Retirement Investment Certified Professional®:
Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.
Ashland, OH
Retirement Income Planning
1210 East Main Street
Ashland OH, 44805
Ashley Layne
CLF®i
Chartered Leadership Fellow®:
Applies knowledge for effective leaders in their organizations with in-depth training in leadership skills.
Charlotte, NC
6235 Carnegie Blvd
Charlotte NC, 28211
Sean Reali
CLF®i
Chartered Leadership Fellow®:
Applies knowledge for effective leaders in their organizations with in-depth training in leadership skills.
Reading, PA
2677 Bernville Road
Reading PA, 19605
John Zaiser
CLF®i
Chartered Leadership Fellow®:
Applies knowledge for effective leaders in their organizations with in-depth training in leadership skills.
Mackinaw, IL
30390 Illinois Route 9
Mackinaw IL, 61755
Joseph Principe
CLF®i
Chartered Leadership Fellow®:
Applies knowledge for effective leaders in their organizations with in-depth training in leadership skills.
Melville, NY
445 Broadhollow Road
Suite 203
Melville NY, 11747
Matthew Swarbrick
CAP®i
CASL®i
ChFC®i
CLU®i
RICP®i
WMCP®i
Chartered Advisor in Philanthropy®:
Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.
Chartered Advisor in Senior Living®:
Applies specialized knowledge to lead you from middle age through retirement and help you manage, preserve, and transfer your wealth.
Chartered Financial Consultant®:
Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.
Certified Life Underwriter®:
Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.
Retirement Investment Certified Professional®:
Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.
Wealth Management Certified Professional®:
Applies foundational knowledge to build a broadly diversified, tax-efficient portfolio aligned with your goals.
Allen, TX
Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management
1101 Central Express Way South #175
Allen TX, 75013
David Czarnecki
CAP®i
ChFC®i
CLU®i
RICP®i
WMCP®i
Chartered Advisor in Philanthropy®:
Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.
Chartered Financial Consultant®:
Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.
Certified Life Underwriter®:
Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.
Retirement Investment Certified Professional®:
Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.
Wealth Management Certified Professional®:
Applies foundational knowledge to build a broadly diversified, tax-efficient portfolio aligned with your goals.
Wauwatosa, WI
Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management
10701 W Research Dr
Ste 200
Wauwatosa WI, 53226
John Goodwin
CAP®i
CLU®i
Chartered Advisor in Philanthropy®:
Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.
Certified Life Underwriter®:
Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.
Prairie Village, KS
Life Insurance & Risk Management, Philanthropic & Estate Planning
4121 W 83rd St Ste 110
Prairie Village KS, 66208
Patrick Collins
CAP®i
ChFC®i
RICP®i
Chartered Advisor in Philanthropy®:
Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.
Chartered Financial Consultant®:
Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.
Retirement Investment Certified Professional®:
Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.
Las Vegas, NV
Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management
8906 Spanish Ridge Ave, Ste. 110
Las Vegas NV, 89148
Financial Disclosures
The advisors and other financial professionals listed on our website include but are not limited to broker-dealer registered representatives, investment adviser representatives, insurance agents, and others.
The Financial Industry Regulatory Authority (FINRA) offers a full list of recognized financial designations.