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Distance Metro area (25 miles)
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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
Brian Kozel (CRD# 5601007) 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. Brian Kozel 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.
Brian Lancaster (CRD# 2636780) is an Investment Advisor Representative working at Clayton Partners LLC in Berkeley, CA and has over 28 years of experience in the finance industry.
Dorothy Lee (CRD# 4747405) is an Investment Advisor Representative working at Lpl Financial LLC in Berkeley, CA and has over 19 years of experience in the finance industry.
Shannon Lemon (CRD# 5129936) is an Investment Advisor Representative working at Elmwood Wealth Management in Berkeley, CA and has 1 year of experience in the finance industry. Shannon Lemon 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 Manzo-Cardenas (CRD# 5742461) is an Investment Advisor Representative working at Affinity Capital Advisors LLC in Berkeley, CA and has over 13 years of experience in the finance industry.
Bryan Matheney (CRD# 5747842) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Berkeley, CA and has over 14 years of experience in the finance industry.
Daniel Nakahara (CRD# 6715708) is an Investment Advisor Representative working at North Berkeley Wealth Management, LLC in Berkeley, CA and has over 7 years of experience in the finance industry.
Jeffrey Petersen (CRD# 5569357) is an Investment Advisor Representative working at Willow Grove Advisors, LLC in Berkeley, CA and has over 15 years of experience in the finance industry.
Keley Petersen (CRD# 1738238) is an Investment Advisor Representative working at Willow Grove Advisors, LLC in Berkeley, CA and has over 29 years of experience in the finance industry.
Tammy Plotkin-Oren (CRD# 4907992) is an Investment Advisor Representative working at Eagle Strategies LLC in Berkeley, CA and has over 19 years of experience in the finance industry.