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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
James Gandenberger (CRD# 7382545) is an Investment Advisor Representative working at Gxii Inc. in Brentwood, CA and has over 3 years of experience in the finance industry.
Jennifer Hamilton (CRD# 7781060) is an Investment Advisor Representative working at Edward Jones in Brentwood, CA and has 1 year of experience in the finance industry.
Ryan Koopmans (CRD# 7461394) is an Investment Advisor Representative working at Vincere Wealth Management, LLC in Brentwood, CA and has over 2 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.
Mark Greenberg (CRD# 1245314) is an Investment Advisor Representative working at Wealth & Tax Planners LLC in Walnut Creek, CA and has over 26 years of experience in the finance industry. Mark Greenberg 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.
Daniel Leonard (CRD# 2055289) is an Investment Advisor Representative working at Powering Your Retirement in San Ramon, CA and has over 11 years of experience in the finance industry. Daniel Leonard 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.
Frank Abigana (CRD# 4586809) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Livermore, CA and has over 12 years of experience in the finance industry.
Dana Aboud (CRD# 5395196) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 16 years of experience in the finance industry.
Raymond Abraham (CRD# 1073218) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Walnut Creek, CA and has over 39 years of experience in the finance industry.
Judith Abrams (CRD# 1863503) is an Investment Advisor Representative working at Fisher Investments in Walnut Creek, CA and has over 29 years of experience in the finance industry.