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Distance Only Menlo Park, 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
Andrew Block (CRD# 5245244) is an Investment Advisor Representative working at Opes Wealth Management, LLC in Menlo Park, CA and has over 17 years of experience in the finance industry.
James Bossier (CRD# 1627536) is an Investment Advisor Representative working at Morgan Stanley in Menlo Park, CA and has over 36 years of experience in the finance industry. James Bossier 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.
Jason Bothwell (CRD# 4966195) is an Investment Advisor Representative working at Morgan Stanley in Menlo Park, CA and has over 18 years of experience in the finance industry.
Laura Braverman (CRD# 2046140) is an Investment Advisor Representative working at Bluepointe Capital Management, LLC in Menlo Park, CA and has over 22 years of experience in the finance industry.
Sarah Buchardt (CRD# 6285444) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Menlo Park, CA and has over 10 years of experience in the finance industry.
Anthony Calomeni (CRD# 4328430) is an Investment Advisor Representative working at Global Retirement Partners LLC in Menlo Park, CA and has over 14 years of experience in the finance industry.
Deborah Camillo (CRD# 2884958) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Menlo Park, CA and has over 16 years of experience in the finance industry.
Nicholas Casaccia (CRD# 6972025) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Menlo Park, CA and has over 5 years of experience in the finance industry.
Andrew Castro (CRD# 6041481) is an Investment Advisor Representative working at Edward Jones in Menlo Park, CA and has over 9 years of experience in the finance industry.
Scott Chase (CRD# 6297887) is an Investment Advisor Representative working at Opes Wealth Management, LLC in Menlo Park, CA and has over 10 years of experience in the finance industry.