-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Milena Price (CRD# 7880971) is an Investment Advisor Representative working at Abbrea Capital, LLC in Greenbrae, CA and has 1 year of experience in the finance industry.
Raymond Randolph (CRD# 1200078) is an Investment Advisor Representative working at Kcm Investment Advisors in Greenbrae, CA and has over 26 years of experience in the finance industry.
Taylor Wood (CRD# 6933550) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Greenbrae, CA and has 1 year of experience in the finance industry.
Shiting Yu (CRD# 7707355) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Greenbrae, CA and has 1 year of experience in the finance industry.
Background: David believes in the liberating power of investing for the future, and its significance when striving for financial freedom. As a Financial Advisor, he pursues his two greatest passions: Personal financial planning, and helping others achieve their goals.
Principles: He applies the same diligence to his clients’ finances as he does for his own family. His financial advisory practice is guided by the following five principles: Stewardship, Wealth Management, Evidence-Based Investing, Continuous Learning & Financial Harmony.
Education: University of Southern California, MBA, Consortium...
Mark Vicencio (CRD# 4105009) is an Investment Advisor Representative working at Lowery Thomas, LLC in Orinda, CA and has over 23 years of experience in financial planning and investment advisory services.
Lowery Thomas, LLC focuses on investment advisory services, wealth management and comprehensive financial planning. We are professionals with expertise in financial planning, taxes and investments. Lowery Thomas has four Registered Investment Advisors including two CPAs and one Certified Financial Planner with a Masters in Taxation as principals of the firm. With our firm wide expertise,...
Jeffrey Abadie (CRD# 3228403) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in San Francisco, CA and has 1 year of experience in the finance industry. Jeffrey Abadie 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.
Sennai Abbay (CRD# 6058165) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Francisco, CA and has over 11 years of experience in the finance industry.