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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
Tanner Savitsky (CRD# 6329162) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 6 years of experience in the finance industry.
Dana Scheer (CRD# 2234929) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 26 years of experience in the finance industry. Dana Scheer 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.
Samuel Shephard (CRD# 5979037) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 12 years of experience in the finance industry.
Claire Shifren (CRD# 6586912) is an Investment Advisor Representative working at Summitry, LLC in Foster City, CA and has 1 year of experience in the finance industry. Claire Shifren 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.
Robert Skinner (CRD# 2680849) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 28 years of experience in the finance industry.
David Smith (CRD# 5685131) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 14 years of experience in the finance industry.
Katerina Stern (CRD# 7060079) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 5 years of experience in the finance industry. Katerina Stern 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.
Leon Tolksdorf (CRD# 6942809) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 5 years of experience in the finance industry.
Blaine Townsend (CRD# 4232753) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 23 years of experience in the finance industry.
Robert Tracy (CRD# 5373086) is an Investment Advisor Representative working at Lpl Financial LLC in Foster City, CA and has over 16 years of experience in the finance industry. Robert Tracy 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.