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Distance Only Atherton, 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
Aaron Brickley (CRD# 5326096) is an Investment Advisor Representative working at Brickley Wealth Management in Atherton, CA and has over 16 years of experience in the finance industry. Aaron Brickley 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 Brickley (CRD# 3233791) is an Investment Advisor Representative working at Brickley Wealth Management in Atherton, CA and has over 24 years of experience in the finance industry.
Steven Jeffries (CRD# 1186725) is an Investment Advisor Representative working at Jeffries Capital Management, LLC in Atherton, CA and has over 29 years of experience in the finance industry.
Shijun Liu, CFA, CFP® (CRD# 5793035) is an experienced Investment Advisor Representative working at Parker Investment Management, LLC in Atherton, CA and has over 12 years of experience in the financial services industry. Shijun has a Bachelor of Science degree in Computer Systems Engineering from Stanford University. In addition, he is an active member of the CFA Institute and the CFA Society of San Francisco and is a CFA charterholder. Shijun is also a CFP® Board Certified Financial Planner and is an active member of the Financial Planning Association (FPA) of Silicon Valley.
John Parker (CRD# 4392233) is an Investment Advisor Representative working at Parker Investment Management, LLC in Atherton, CA and has over 14 years of experience in the finance industry.
Xinyu Chen (CRD# 5796096) is an Investment Advisor Representative working at Gaoan Capital Management LLC in Atherton, CA and has over 3 years of experience in the finance industry.
Zhanpeng Jiang (CRD# 4605329) is an Investment Advisor Representative working at Gaoan Capital Management LLC in Atherton, CA and has 1 year of experience in the finance industry.