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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
Milind Bedekar (CRD# 2679053) is an Investment Advisor Representative working at Technovision Management LLC in Saratoga, CA and has over 27 years of experience in the finance industry.
Matthew Casas (CRD# 6146130) is an Investment Advisor Representative working at Saratoga Research & Investment Management in Saratoga, CA and has over 11 years of experience in the finance industry.
Celine Chen (CRD# 2647881) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Saratoga, CA and has over 28 years of experience in the finance industry.
Yuh-jiun Chen (CRD# 2565755) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Saratoga, CA and has over 29 years of experience in the finance industry.
Marc Crosby (CRD# 6135326) is an Investment Advisor Representative working at Saratoga Research & Investment Management in Saratoga, CA and has over 11 years of experience in the finance industry. Marc Crosby 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.
Kerstin Eriksson-Splawn (CRD# 2319625) is an Investment Advisor Representative working at Wealth By Design, LLC in Saratoga, CA and has over 31 years of experience in the finance industry. Kerstin Eriksson-Splawn 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.
Stephen Fung (CRD# 2536107) is an Investment Advisor Representative working at Saratoga Research & Investment Management in Saratoga, CA and has over 14 years of experience in the finance industry.
Vishwas Godbole (CRD# 4750760) is an Investment Advisor Representative working at Opulent Strategies, LLC in Saratoga, CA and has over 20 years of experience in the finance industry.
Ping He (CRD# 6797754) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Saratoga, CA and has over 6 years of experience in the finance industry.
Yanjuan Huang (CRD# 5967869) is an Investment Advisor Representative working at Vienna Asset Management LLC in Saratoga, CA and has over 12 years of experience in the finance industry. Yanjuan Huang 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.