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
Bill Martin, CFA is a Senior Managing Director and Investment Strategist at Three Bell Capital in Los Altos, CA and has over 30 years of experience in the investment industry.
Bill helps lead the Three Bell Investment Committee’s efforts to design, implement and manage client investment strategies and portfolios. Bill brings to Three Bell over 30 years of experience as an institutional investor and senior portfolio manager, 27 of which were spent at American Century, one of the largest mutual fund families in the world.
While at American Century, he managed over $10 billion in investments worldwide...
Jennifer has over 26 year of financial services experience and is the founder and CEO of SkyOak Wealth Management. SkyOak is most known for Transitional Wealth Consulting & Preservation, Comprehensive Financial Planning, Risk Averse Portfolio Management, and Corporate Services such as 401k Plans & Stock Options plans. Her team consists of licensed advisors, an attorney, and para planners who each bring a high level of expertise in a certain area of financial services. SkyOak maintains offices in Menlo Park, Newport Beach, Las Vegas, and Medford Oregon, home of the corporate office.
David Meyers (CRD# 3202058) is an Investment Advisor Representative working at Meyers Wealth Management in Palo Alto, CA and has over 23 years of experience in the finance industry.
David started in the Arbitrage Group at Salomon Brothers in New York in 1993 and spent several years modeling complex structured fixed-income products, particularly focusing on mortgage-backed securities and the prepayment models. After that, he served at various roles at a hedge fund and two institutional money management firms modeling securities and portfolios and focusing especially on risk management and quantitative...
Jon Porter is the Founder and CEO of Three Bell Capital, located in Los Altos, CA. Jon has over 10 years of experience as a wealth management professional, and has been a licensed attorney for over 15 years.
Jon leverages his legal training, working in concert with the entire Three Bell Capital team to provide comprehensive wealth management services to the entrepreneurial community.
In particular, Jon helps private clients develop a plan for their wealth which includes asset management, estate planning, tax strategy, insurance coverage, and lending, and coordinates those efforts across clients'...
Opes Advisors was founded specifically to integrate wealth management, real estate and real estate financing expertise.
As a Certified Financial Planner, I provide real-time, holistic analysis of your financial decisions. I help you define your financial goals and provide a diversified investment strategy to help you reach your goals.
I'm looking to build relationships with individuals who need a well-defined plan and a team to help them not only implement their plan, but also make any necessary adjustments over time
Talia provides customized financial planning and wealth building strategies for SIG clients and their families. She brings experience in philanthropic planning from her years in development at the School of Engineering at Stanford University. She later co-founded SearchFox (acquired by Yahoo) and joined Stanford Investment Group in 2005. Her passion for philanthropy and expertise in equity compensation/liquidity event planning empowers clients to make financial decisions that are both wise and personally meaningful.
Sandra Wales (CRD# 4065884) is an Investment Advisor Representative working at Wales Investments Inc. in San Jose, CA and has over 18 years of experience in the finance industry. Sandra Wales 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.