Distance Metro area (25 miles)
- 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
John McNertney, CFP®, Director
John is a Director and a member of the Business Development Team with Polaris Greystone. John has extensive experience within the financial services industry, having worked at TD Ameritrade and Merrill Lynch prior to joining the Polaris Greystone team. John meets directly with clients and prospective clients to communicate Polaris Greystone's investment strategies and review all financial planning needs.
John is a graduate of the University of Iowa, where he earned a BS degree with a major in psychology and minors in French and philosophy. He is also a Certified...
Kimberly Albano (CRD# 4968683) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Concord, CA and has over 2 years of experience in the finance industry.
Brooke Barnes (CRD# 4557566) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Concord, CA and has over 17 years of experience in the finance industry.