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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
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.
Luis Robles (CRD# 6215304) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Berkeley, CA and has over 10 years of experience in the finance industry. Luis Robles 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.
James Sertich (CRD# 4402804) is an Investment Advisor Representative working at North Berkeley Wealth Management, LLC in Berkeley, CA and has over 22 years of experience in the finance industry.
Lan Shaw (CRD# 5416017) is an Investment Advisor Representative working at Commonwealth Financial Network in Berkeley, CA and has over 16 years of experience in the finance industry. Lan Shaw 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.
Jeffrey St. Claire (CRD# 3119309) is an Investment Advisor Representative working at Blume Capital Management, Inc. in Berkeley, CA and has over 9 years of experience in the finance industry.
Jason Stankowski (CRD# 2331752) is an Investment Advisor Representative working at Clayton Partners LLC in Berkeley, CA and has over 30 years of experience in the finance industry.
Kevin Stromfeld (CRD# 6378320) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Berkeley, CA and has over 9 years of experience in the finance industry.
Amy Thacher (CRD# 2690092) is an Investment Advisor Representative working at Blume Capital Management, Inc. in Berkeley, CA and has over 27 years of experience in the finance industry. Amy Thacher 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.
Jarrett Topel (CRD# 4046794) is an Investment Advisor Representative working at Topel & Distasi Wealth Management, LLC in Berkeley, CA and has over 24 years of experience in the finance industry. Jarrett Topel 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.
Frederick Toth (CRD# 5636450) is an Investment Advisor Representative working at Frederick C. Toth, Fsa, Cfa in Berkeley, CA and has 1 year of experience in the finance industry.