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
Bill Martin, CFA (CRD# 1568084) is a Registered Investment Advisor and founding principal at Altos Investments, Inc. in Los Altos, CA and has 30 years of experience in the investment industry.
Whether you are planning for retirement, preparing for a liquidity event, experiencing a financial transition, looking for diversification, or simply looking for a second opinion on your investment mosaic, Bill and Altos Investments has the experience, insights, and network of partners to deliver the best possible wealth management solution designed for you.
Bill Martin started Altos Investments...
Opes Advisors was founded specifically to integrate wealth management, real estate and real estate financing expertise.
As a Certified Financial Planner, I provide real-time, holistic analysis of your financial decisions. I help you define your financial goals and provide a diversified investment strategy to help you reach your goals.
I'm looking to build relationships with individuals who need a well-defined plan and a team to help them not only implement their plan, but also make any necessary adjustments over time
Talia provides customized financial planning and wealth building strategies for SIG clients and their families. She brings experience in philanthropic planning from her years in development at the School of Engineering at Stanford University. She later co-founded SearchFox (acquired by Yahoo) and joined Stanford Investment Group in 2005. Her passion for philanthropy and expertise in equity compensation/liquidity event planning empowers clients to make financial decisions that are both wise and personally meaningful.
Sandra Wales (CRD# 4065884) is an Investment Advisor Representative working at Wales Investments Inc. in San Jose, CA and has over 17 years of experience in the finance industry. Sandra Wales 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.
Lance Wexler (CRD# 2543364) is an Investment Advisor Representative working at Nexus Wealth Advisors, LLC in Santa Cruz, CA and has over 21 years of experience in the finance industry.
Through comprehensive financial planning and fee-only investment management, we help people get clarity about their financial future and put in place actionable strategies to improve their results.
We help individuals, business owners, pre-retirees, and retirees strip the stress from money and the future so they can focus on living life fully and doing what they love. A locally owned company, Nexus Wealth...
Paul Crawford (CRD# 4799622) is a Financial Planner with C Solutions and with Lincoln Financial Advisors. in Campbell, CA and has over 12 years of experience in the finance industry.