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Distance Metro area (25 miles)
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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
Kevin Granger (CRD# 2093058) is an Investment Advisor Representative working at Phocas Financial Corporation in Alameda, CA and has over 23 years of experience in the finance industry.
Dawn Hale (CRD# 1993023) is an Investment Advisor Representative working at Bcn Financial, Inc. in Alameda, CA and has over 31 years of experience in the finance industry.
Corey Hayashi (CRD# 5746557) is an Investment Advisor Representative working at Edward Jones in Alameda, CA and has over 13 years of experience in the finance industry.
Samuel Hong (CRD# 6253946) is an Investment Advisor Representative working at Asia Global Asset Management, Inc. in Alameda, CA and has over 10 years of experience in the finance industry.
Wanwan Hong (CRD# 4667888) is an Investment Advisor Representative working at Asia Global Asset Management, Inc. in Alameda, CA and has over 10 years of experience in the finance industry.
Michael Hsu (CRD# 5442638) is an Investment Advisor Representative working at Asia Global Asset Management, Inc. in Alameda, CA and has over 16 years of experience in the finance industry.
Daniel Jew (CRD# 5503709) is an Investment Advisor Representative working at Edward Jones in Alameda, CA and has over 15 years of experience in the finance industry.
Kevin Kennedy (CRD# 1870739) is an Investment Advisor Representative working at Kevin Kennedy, LLC in Alameda, CA and has over 33 years of experience in the finance industry. Kevin Kennedy 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.
Jennifer Kirby (CRD# 6274136) is an Investment Advisor Representative working at Edward Jones in Alameda, CA and has over 10 years of experience in the finance industry.
Edward Kofman (CRD# 1485064) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Alameda, CA and has over 34 years of experience in the finance industry. Edward Kofman 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.