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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
Ellen Nguyen (CRD# 6685044) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Castro Valley, CA and has over 7 years of experience in the finance industry.
Herman Yang (CRD# 6816004) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Castro Valley, CA and has over 5 years of experience in the finance industry.
Haiwen Ye (CRD# 7112291) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Castro Valley, CA and has over 4 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.
Mark Vicencio (CRD# 4105009) is an Investment Advisor Representative working at Lowery Thomas, LLC in Orinda, CA and has over 23 years of experience in financial planning and investment advisory services.
Lowery Thomas, LLC focuses on investment advisory services, wealth management and comprehensive financial planning. We are professionals with expertise in financial planning, taxes and investments. Lowery Thomas has four Registered Investment Advisors including two CPAs and one Certified Financial Planner with a Masters in Taxation as principals of the firm. With our firm wide expertise,...
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.