Name: Spencer Sherman, cfp®

 Company: Abacus Wealth Partners

 Job title: Socio Fundador y CEOe Ejecutivo

 Country of Residence: United States

 Precise location: Sebastopol, California

Website of the company : abacuswealth.com / Size of the company : sign up to find out


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 People working at Abacus Wealth Partners

Name
Job Title
Action
  Matt Rivera, cfa, cfp®
Asesor financiero
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  Brooke Mease
Catalizador creativo
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  Spencer Sherman, cfp®
Socio Fundador y managere Ejecutivo
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  Brent Kessel, cfp
Associate y Cofundador
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  Kathryn Peyton, cfp®
Asesor financiero
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  Gabriel Brenner, cfp
Socio
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  Lara Lamb
Supervisor de Planificación Financiera
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  Kyle Williams, cfp®
Asesor financiero principal
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  Neela Hummel, cfp®
Asesor financiero y socio
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  Mary Beth storjohann, cfp®
Supervisor de Marketing y Socio
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  Brian Canning, cfp®, aifa®
Asesor Financiero y directore del Comité de Gestión de Riqueza
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  Daniel Kochsmeier
Pasante
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  Barrett Porter
Asesor financiero
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  Annemarie Happée
Supervisor de Tecnología y Administrador de Bases de Datos
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  Darius Gagne
Socio y CIO, PhD, CFP, CFA
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  David Dewolf, cfp
Socio y cfo
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  Brent Kessel, cfp
Associate
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  Jennifer Stinnett, shrm-cp
Supervisor de Talento y Desarrollo
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  Susan Olson, ms, cfp®, cdfa®
Asesor financiero
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  J.d. Bruce
CEOe
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  Scott Swanson, cfp®
Asesor financiero
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  Jessica Lu, cfp
Oficial Jefe de Operaciones
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  Beth Greulich cfp®
Planificador financiero
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  Beth Greulich cfp®
Planificador financiero
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