-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Matthew Gatt (CRD# 6709376) is an Investment Advisor Representative working at North Berkeley Wealth Management, LLC in Berkeley, CA and has 1 year of experience in the finance industry. Matthew Gatt 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.
Robert Gillooly (CRD# 2073302) is an Investment Advisor Representative working at Elmwood Wealth Management in Berkeley, CA and has 1 year of experience in the finance industry.
Peter Green (CRD# 4378565) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Berkeley, CA and has over 23 years of experience in the finance industry.
Audrey Grubman (CRD# 2766919) is an Investment Advisor Representative working at Parkside Advisors LLC in Berkeley, CA and has 1 year of experience in the finance industry. Audrey Grubman 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.
Vernon Hobbs (CRD# 1772716) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Berkeley, CA and has over 21 years of experience in the finance industry.
Sunita Joseph (CRD# 4471416) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Berkeley, CA and has over 20 years of experience in the finance industry.
Sean Kenmore (CRD# 5601488) is an Investment Advisor Representative working at Affinity Capital Advisors LLC in Berkeley, CA and has over 15 years of experience in the finance industry. Sean Kenmore 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.
Katherine King (CRD# 2377541) is an Investment Advisor Representative working at North Berkeley Wealth Management, LLC in Berkeley, CA and has over 29 years of experience in the finance industry. Katherine King 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.
Andrew Klase (CRD# 6268635) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Berkeley, CA and has over 8 years of experience in the finance industry.
Wing-yin Kong (CRD# 6126267) is an Investment Advisor Representative working at Willow Grove Advisors, LLC in Berkeley, CA and has over 10 years of experience in the finance industry. Wing-yin Kong 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.