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Distance Only Berkeley, 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
Mike Chang (CRD# 4028316) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Berkeley, CA and has over 24 years of experience in the finance industry.
Miranda Chang (CRD# 4502285) is an Investment Advisor Representative working at Avantax Advisory Services in Berkeley, CA and has over 21 years of experience in the finance industry. Miranda Chang 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.
Ashley Coons (CRD# 6689660) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Berkeley, CA and has over 7 years of experience in the finance industry.
Nancy Cooper (CRD# 2411995) is an Investment Advisor Representative working at Topel & Distasi Wealth Management, LLC in Berkeley, CA and has over 29 years of experience in the finance industry.
Alan Cummings (CRD# 4883140) is an Investment Advisor Representative working at Vanguard Personalized Indexing Management in Berkeley, CA and has over 6 years of experience in the finance industry.
Alison Davies (CRD# 5860661) is an Investment Advisor Representative working at Fruition Advisors LLC in Berkeley, CA and has over 13 years of experience in the finance industry. Alison Davies 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.
Jonathan Deyoe (CRD# 2944114) is an Investment Advisor Representative working at Ep Wealth Advisors in Berkeley, CA and has over 26 years of experience in the finance industry.
Gavin Distasi (CRD# 4622005) is an Investment Advisor Representative working at Topel & Distasi Wealth Management, LLC in Berkeley, CA and has over 20 years of experience in the finance industry.
Debra Ellisen (CRD# 4593925) is an Investment Advisor Representative working at North Berkeley Wealth Management, LLC in Berkeley, CA and has over 8 years of experience in the finance industry.
Kathleen Emerling (CRD# 3264461) is an Investment Advisor Representative working at Eagle Strategies LLC in Berkeley, CA and has over 23 years of experience in the finance industry.