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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
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.
Renee Morgan (CRD# 4182153) is an Investment Advisor Representative working at Adasina Social Capital in Berkeley, CA and has over 23 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.
Maya Philipson (CRD# 4929979) is an Investment Advisor Representative working at Adasina Social Capital in Berkeley, CA and has over 18 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.
Peter Reidenbach (CRD# 5892558) is an Investment Advisor Representative working at Blume Capital Management, Inc. in Berkeley, CA and has over 12 years of experience in the finance industry.
Rachel Robasciotti (CRD# 4334879) is an Investment Advisor Representative working at Adasina Social Capital in Berkeley, CA and has over 21 years of experience in the finance industry.