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City San Juan Bautista / Santa Cruz / / Currency USD / / / Facility California State University / University of California Cooperative Extension Program / / IndustryTerm commissioned based products / retail store / insurance needs / financial product / financial products / insurance products / licensed insurance professionals / / Organization the American College / National Association / California State University / Stanislaus / U.S. Securities and Exchange Commission / California Department of Corporations / University of California Cooperative Extension Program / / Person Fiduciary Oath / Mary Lacey Gibson / / Position Personal Financial Advisors / Financial Advisor / hourly planner / advisor / NAPFA Registered Financial Advisor / small business consultant / registered representative / licensed insurance agent / Youth Advisor / general consulting Second opinions Financial Education / registered investment advisor / Planner / financial planner / Certified Financial Planner / broker /dealer / / ProvinceOrState Santa Cruz / California / / URL http / SocialTag 
Financial Advisor Interview Questionnaire 1. Why did you become a financial planner? I wanted to help others avoid some of the financial mistakes my family and I had experienced plus those I had seen during my years as a