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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
Sharon Bargetto (CRD# 2253141) is an Investment Advisor Representative working at Sage Financial Advisors Inc. in Scotts Valley, CA and has over 21 years of experience in the finance industry. Sharon Bargetto 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.
Mark Barnao (CRD# 2844072) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Jose, CA and has over 27 years of experience in the finance industry.
Brad Baron (CRD# 2334124) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in San Jose, CA and has over 30 years of experience in the finance industry.
Jonathan Barr (CRD# 3199657) is an Investment Advisor Representative working at Lpl Financial LLC in San Jose, CA and has over 24 years of experience in the finance industry.
Bruce Barton (CRD# 2175965) is an Investment Advisor Representative working at Parkworth Wealth Management, Inc. in Los Gatos, CA and has over 21 years of experience in the finance industry. Bruce Barton 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.
Diptes Basu (CRD# 6185923) is an Investment Advisor Representative working at Morgan Stanley in San Jose, CA and has over 10 years of experience in the finance industry.
Niraj Baxi (CRD# 1197551) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Jose, CA and has over 40 years of experience in the finance industry.
Anne Bedell (CRD# 1064233) is an Investment Advisor Representative working at Prudential Financial Planning Services in San Jose, CA and has over 23 years of experience in the finance industry.
Minas Bekerejian (CRD# 6497621) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Campbell, CA and has over 8 years of experience in the finance industry.
Mary Bellizzi (CRD# 4722632) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Aptos, CA and has over 20 years of experience in the finance industry.