Distance Metro area (25 miles)
- 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
Tim Smith (CRD# 2936153) is a Financial Advisor and Coach working at Fairway Asset Management, Inc. in Danville, CA and has over 19 years of experience in the finance industry.
Tim feels like he works best with someone going through a major life transition, such as a divorce, death of a spouse or retirement. He has developed a process called The Master Plan that goes much deeper than the traditional financial plan. If you are going through a major transition in your life, you need something more than a generic financial plan. Tim can help you think about what is most important in your life,...
Melissa Kielberg (CRD# 2355282) is an Investment Advisor Representative working at Prosperity Financial Group, Inc. in San Ramon, CA and has over 22 years of experience in the finance industry.
Melissa is not tied to any brokerage-promoted investment and believes every plan she develops is customized and conflict free. She is completely independent and can approach your needs objectively to carry out your wishes.
Today, Melissa uses her personal experiences and expertise to advise a wide range of clients, each with their own goals and situations.
Catharine Dombrowski (CRD# 4694992) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Antioch, CA and has over 11 years of experience in the finance industry.