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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
Jordan Matthews (CRD# 2788154) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cupertino, CA and has over 27 years of experience in the finance industry.
Ying Mei (CRD# 4640876) is an Investment Advisor Representative working at Morgan Stanley in Cupertino, CA and has over 21 years of experience in the finance industry.
R Jeffrey Morrison (CRD# 4855019) is an Investment Advisor Representative working at Park Avenue Securities LLC in Cupertino, CA and has over 18 years of experience in the finance industry.
Michael Ngo (CRD# 2494453) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cupertino, CA and has over 24 years of experience in the finance industry.
Quang Nguyen (CRD# 5209594) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cupertino, CA and has over 12 years of experience in the finance industry.
Christopher Olivarez (CRD# 6012410) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Cupertino, CA and has over 11 years of experience in the finance industry. Christopher Olivarez 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.
Bela Palfalvi (CRD# 2237606) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cupertino, CA and has over 31 years of experience in the finance industry.
Matthew Park (CRD# 5226079) is an Investment Advisor Representative working at Morgan Stanley in Cupertino, CA and has over 17 years of experience in the finance industry.
Hyongsuk Pau (CRD# 1132818) is an Investment Advisor Representative working at The Wealth Consulting Group in Cupertino, CA and has over 29 years of experience in the finance industry.
Matthew Pencer (CRD# 6969450) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cupertino, CA and has over 5 years of experience in the finance industry.