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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
Rael Rubin (CRD# 7635164) is an Investment Advisor Representative working at Parkside Advisors LLC in Berkeley, CA and has 1 year of experience in the finance industry.
William Sly (CRD# 1925151) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Berkeley, CA and has over 33 years of experience in the finance industry.
Sarah Smith (CRD# 7651764) is an Investment Advisor Representative working at Willow Grove Advisors, LLC in Berkeley, CA and has 1 year of experience in the finance industry.
Daniel Smyth (CRD# 6900028) 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. Daniel Smyth 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.
Michelle Tang (CRD# 7719792) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Berkeley, CA and has 1 year of experience in the finance industry.
Yaochao Wei (CRD# 7465412) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Berkeley, CA and has over 2 years of experience in the finance industry.
David Dabora (CRD# 2626420) is an Investment Advisor Representative working at Alpha Blue Capital in Greenbrae, CA and has over 28 years of experience in the finance industry.
Theodore Lew (CRD# 3262592) is an Investment Advisor Representative working at Captrust in San Ramon, CA and has over 15 years of experience in the finance industry. Theodore Lew 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.