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Distance Only Burlingame, CA
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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
Vishal Kumar (CRD# 5763449) is an Investment Advisor Representative working at Twin Peaks Wealth Advisors in Burlingame, CA and has over 12 years of experience in the finance industry.
Lucy Kwok (CRD# 6752496) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Burlingame, CA and has over 7 years of experience in the finance industry.
Robert L'amour (CRD# 5732094) is an Investment Advisor Representative working at Guideline, Inc. in Burlingame, CA and has over 14 years of experience in the finance industry.
Matthew Lau (CRD# 6504414) is an Investment Advisor Representative working at Robertson Stephens in Burlingame, CA and has over 8 years of experience in the finance industry. Matthew Lau 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.
Bernard Lauper (CRD# 3122580) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Burlingame, CA and has over 25 years of experience in the finance industry.
Trish Le (CRD# 6002689) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Burlingame, CA and has over 12 years of experience in the finance industry.
Stephanie Lee (CRD# 5580394) is an Investment Advisor Representative working at East Rock Financial Services, LLC in Burlingame, CA and has over 15 years of experience in the finance industry. Stephanie Lee 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.
Zana Lugo (CRD# 4654810) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Burlingame, CA and has over 20 years of experience in the finance industry.
David Magnuson (CRD# 6895494) is an Investment Advisor Representative working at Burlingame Wealth Management, LLC in Burlingame, CA and has 1 year of experience in the finance industry. David Magnuson 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.
Justin Mambaje (CRD# 6220350) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Burlingame, CA and has over 10 years of experience in the finance industry.