ChooseAFinancialAdvisor.com

CFA charterholders in Puerto Rico

Chartered Financial Analysts pass three rigorous exams focused on investment analysis and portfolio management.

10 advisors

Gamma Asset Management
33yrs
Douglas Roman
Financial advisor
Edificio Ochoa 500 Calle DE LA Tanca Suite 305
San Juan, PR 00901
Top advisor by experience at Gamma Asset Management
CFAFiduciary
Call Directions
Chapel Bridge Wealth Advisors
32yrs
Joseph Davies
Financial advisor
53 Palmeras Street Suite 601
San Juan, PR 00901
Top 11% by experience in Puerto Rico
CFAFiduciary
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Mariner
25yrs
Charles Carpenter
Financial advisor
221 Ave. DE LA ConstitucióN
San Juan, PR 00917
Top 19% by experience at Mariner
CFAFiduciary
Call Directions
Eagle Bay Family Office
21yrs
Michael Nelson
Financial advisor
San Juan, PR
More experience than 68% of advisors in San Juan
CFAPlanningInvesting
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Euro Pacific Asset Management
19yrs
James Nelson
Financial advisor
Lots 81-82, Street C Suite 206
Dorado, PR 00646
More experience than 62% of advisors in Puerto Rico
CFAFiduciary
Call Directions
Merrill
18yrs
Glorimar Leon Colon
Financial advisor
15 2nd St / 15 Calle 2
Guaynabo, PR 00968
More experience than 61% of advisors in Guaynabo
CFAFiduciary
Call Directions
UBS Financial Services
17yrs
Herminio Frontera Biamon
Financial advisor
250 Munoz Rivera Avenue
San Juan, PR 00918
More experience than 58% of advisors in San Juan
CFAFiduciary
Call Directions
Gamma Asset Management
13yrs
Manuel Troncoso Acebal
Financial advisor
Edificio Ochoa 500 Calle DE LA Tanca Suite 305
San Juan, PR 00901
More experience than 67% of advisors at Gamma Asset Management
CFAFiduciary
Call Directions
Euro Pacific Asset Management
11yrs
Patrick Rien
Financial advisor
Lots 81-82, Street C Suite 206
Dorado, PR 00646
11 years in the industry
CFAInvesting
Call Directions

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