-
Distance Only Palo Alto, CA
-
COMPENSATION Either
-
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
Diego Contreras (CRD# 6616420) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Palo Alto, CA and has over 7 years of experience in the finance industry.
Maureen Costello (CRD# 6294061) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Palo Alto, CA and has over 10 years of experience in the finance industry.
Anthony Craun (CRD# 4772469) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in Palo Alto, CA and has over 20 years of experience in the finance industry.
Sara Craven (CRD# 3199175) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in Palo Alto, CA and has over 25 years of experience in the finance industry.
Dylan Crist (CRD# 6205339) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 9 years of experience in the finance industry.
Caroline Curts (CRD# 5567150) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in Palo Alto, CA and has over 15 years of experience in the finance industry. Caroline Curts 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.
Matt Damelio (CRD# 2680885) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 28 years of experience in the finance industry.
Colin Dasanjh (CRD# 5565771) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Palo Alto, CA and has over 15 years of experience in the finance industry.
Anushree Dave (CRD# 6685754) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 7 years of experience in the finance industry.
Pamela Davies (CRD# 1340693) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Palo Alto, CA and has over 39 years of experience in the finance industry.