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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 Babson (CRD# 1524676) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Oakland, CA and has over 29 years of experience in the finance industry.
Mark Baca (CRD# 1455005) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Concord, CA and has over 26 years of experience in the finance industry.
Michael Bach (CRD# 3168845) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Francisco, CA and has over 20 years of experience in the finance industry.
Peter Bachalis (CRD# 5713759) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 8 years of experience in the finance industry.
Craig Bacharach (CRD# 1377465) is an Investment Advisor Representative working at Wells Fargo Advisors in Alamo, CA and has over 37 years of experience in the finance industry.
Kevin Bacharach (CRD# 5828027) is an Investment Advisor Representative working at Wells Fargo Advisors in Walnut Creek, CA and has over 13 years of experience in the finance industry.
Jane Bachmann (CRD# 2223704) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in San Francisco, CA and has over 32 years of experience in the finance industry.
Jay Backstrand (CRD# 5491736) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in San Francisco, CA and has over 15 years of experience in the finance industry.
Kylee Badger (CRD# 6513038) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 7 years of experience in the finance industry.
Sheetal Bagde (CRD# 6296533) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 10 years of experience in the finance industry. Sheetal Bagde 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.