-
Distance Only Corte Madera, CA
-
COMPENSATION Either
-
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
Denise Easterby (CRD# 7083898) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Corte Madera, CA and has over 5 years of experience in the finance industry.
Raymundo-othon Galvez (CRD# 6656882) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Corte Madera, CA and has over 7 years of experience in the finance industry.
Marcus Holzberg (CRD# 7361515) is an Investment Advisor Representative working at Holzberg Wealth Management, Inc. in Corte Madera, CA and has over 2 years of experience in the finance industry. Marcus Holzberg 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.
Jennifer Johnston (CRD# 2413808) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Corte Madera, CA and has over 29 years of experience in the finance industry.
Gregory Lee (CRD# 7773640) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Corte Madera, CA and has 1 year of experience in the finance industry.
Pablo Lochman (CRD# 7407831) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Corte Madera, CA and has over 2 years of experience in the finance industry.
Zachary Lopes (CRD# 7672522) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Corte Madera, CA and has 1 year of experience in the finance industry.
Gavin Obert (CRD# 7544983) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Corte Madera, CA and has 1 year of experience in the finance industry.
Max Strasburg (CRD# 4346382) is an Investment Advisor Representative working at Strasburg Asset Management Company LLC in Corte Madera, CA and has 1 year of experience in the finance industry.
Jonathan Wilson (CRD# 7445715) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in Corte Madera, CA and has 1 year of experience in the finance industry.