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Distance Only Saratoga, 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
Hsiang Hwong (CRD# 4864319) is an Investment Advisor Representative working at Hwong in Saratoga, CA and has over 19 years of experience in the finance industry.
Sandeep Jain (CRD# 5397638) is an Investment Advisor Representative working at Jain Capital Management LLC in Saratoga, CA and has over 16 years of experience in the finance industry.
Matthew Keating (CRD# 7094524) is an Investment Advisor Representative working at Saratoga Research & Investment Management in Saratoga, CA and has over 5 years of experience in the finance industry.
Hui Yao Lu (CRD# 4527870) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Saratoga, CA and has over 21 years of experience in the finance industry.
Elizabeth Luna (CRD# 5198499) is an Investment Advisor Representative working at Aria Wealth Management in Saratoga, CA and has over 17 years of experience in the finance industry.
Charles McAteer (CRD# 2667877) is an Investment Advisor Representative working at Aria Wealth Management in Saratoga, CA and has over 28 years of experience in the finance industry.
Mark McClenahan (CRD# 2323315) is an Investment Advisor Representative working at Saratoga Research & Investment Management in Saratoga, CA and has over 31 years of experience in the finance industry. Mark McClenahan 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.
Lucy McGuire (CRD# 6894303) is an Investment Advisor Representative working at Edward Jones in Saratoga, CA and has over 6 years of experience in the finance industry.
Robert Meng (CRD# 6350494) is an Investment Advisor Representative working at Saratoga Research & Investment Management in Saratoga, CA and has 1 year of experience in the finance industry.
Cathleen Petersen (CRD# 721626) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Saratoga, CA and has over 8 years of experience in the finance industry.