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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
Joseph Gallagher (CRD# 2400793) is an Investment Advisor Representative working at Dorsey Capital Management in Kentfield, CA and has over 30 years of experience in the finance industry.
Laura Howard (CRD# 2251708) is an Investment Advisor Representative working at Victory Capital Management Inc. in Kentfield, CA and has over 29 years of experience in the finance industry.
Ronald Weintraub (CRD# 702646) is an Investment Advisor Representative working at Fortitude Advisory Group LLC in Kentfield, CA and has over 35 years of experience in the finance industry.
Michael La Valle (CRD# 5184548) is an Investment Advisor Representative working at Strider Capital, LLC in Kentfield, CA and has over 3 years of experience in the finance industry.
Seth Reicher (CRD# 4748540) is an Investment Advisor Representative working at Reicher Capital Management, LLC in Kentfield, 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.