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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
Todd Armer (CRD# 2526365) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Campbell, CA and has over 28 years of experience in the finance industry.
Robert Arne (CRD# 2632314) is an Investment Advisor Representative working at Carpe Diem Financial Life Planning in Ben Lomond, CA and has over 28 years of experience in the finance industry. Robert Arne 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 Astrinos (CRD# 6035365) is an Investment Advisor Representative working at Libra Wealth LLC in Los Gatos, CA and has over 12 years of experience in the finance industry. Mark Astrinos 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.
Stephanie Atalla (CRD# 4555542) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Jose, CA and has over 21 years of experience in the finance industry.
Russell Auyeung (CRD# 4508854) is an Investment Advisor Representative working at Park Avenue Securities LLC in Campbell, CA and has over 21 years of experience in the finance industry.
Jeff Avancena (CRD# 6736150) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Jose, CA and has over 7 years of experience in the finance industry.
Marco Azizi (CRD# 2154719) is an Investment Advisor Representative working at Centaurus Financial, Inc. in San Jose, CA and has over 32 years of experience in the finance industry.
Andy Bacaylan (CRD# 2262905) is an Investment Advisor Representative working at Commonwealth Financial Network in Santa Cruz, CA and has over 31 years of experience in the finance industry. Andy Bacaylan 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.
Richard Baer (CRD# 848798) is an Investment Advisor Representative working at Legacy Capital Group California, Inc. in Los Gatos, CA and has over 29 years of experience in the finance industry. Richard Baer 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.
Thomas Bair (CRD# 5857983) is an Investment Advisor Representative working at Primerica Advisors in Salinas, CA and has over 13 years of experience in the finance industry.