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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
Gail Isaacson (CRD# 4559146) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Danville, CA and has over 21 years of experience in the finance industry.
Alexander Izmailov (CRD# 5241152) is an Investment Advisor Representative working at Mariner Independent in Danville, CA and has over 17 years of experience in the finance industry.
Benjamin Jerome (CRD# 7083066) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Danville, CA and has over 5 years of experience in the finance industry.
Robert Jersin (CRD# 2780415) is an Investment Advisor Representative working at Jersin Financial Services in Danville, CA and has over 27 years of experience in the finance industry.
Sarah Kim (CRD# 5222149) is an Investment Advisor Representative working at Mml Investors Services, LLC in Danville, CA and has over 17 years of experience in the finance industry. Sarah Kim 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.
Kathleen Kovar (CRD# 4666755) is an Investment Advisor Representative working at Avantax Advisory Services in Danville, CA and has over 20 years of experience in the finance industry.
Alise Kraus (CRD# 6314308) is an Investment Advisor Representative working at Mariner Wealth in Danville, CA and has over 9 years of experience in the finance industry. Alise Kraus 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.
Gilbert Kuo (CRD# 2493117) is an Investment Advisor Representative working at Kun-lun Development Corporation in Danville, CA and has over 29 years of experience in the finance industry.
Yeh-chwen Kuo (CRD# 4954827) is an Investment Advisor Representative working at Kun-lun Development Corporation in Danville, CA and has over 18 years of experience in the finance industry.
Michael Levy (CRD# 2333170) is an Investment Advisor Representative working at Lpl Financial LLC in Danville, CA and has over 31 years of experience in the finance industry.