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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
Constante Firme (CRD# 6713719) is an Investment Advisor Representative working at Treasure Chest Financial in Hacienda Heights, CA and has over 7 years of experience in the finance industry.
Lanting Li (CRD# 2422031) is an Investment Advisor Representative working at Equitable Advisors, LLC in Hacienda Heights, CA and has over 30 years of experience in the finance industry.
Carla Martinez (CRD# 3203109) is an Investment Advisor Representative working at Agf Advisors in Hacienda Heights, CA and has over 20 years of experience in the finance industry.
Charles Patton (CRD# 5425575) is an Investment Advisor Representative working at First Sigma Capital LLC in Diamond Bar, CA and has over 9 years of experience in the finance industry.
Shun Sun (CRD# 6729239) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hacienda Heights, CA and has over 7 years of experience in the finance industry.
Paul Yim (CRD# 2200116) is an Investment Advisor Representative working at Equitable Advisors, LLC in Hacienda Heights, CA and has over 32 years of experience in the finance industry.
Rong Wang (CRD# 7157950) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hacienda Heights, CA and has over 4 years of experience in the finance industry.
Juan Zhao (CRD# 7610236) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hacienda Heights, CA and has 1 year of experience in the finance industry.
Brandon is the Managing Partner at AWM Capital. Brandon loves the impact that he can have on the lives of the clients that he works with and supporting them in their growth whether that’s as an athlete or in building a company.
In 2016, Brandon was named by Investment News as one the top 40 financial advisers in the industry under age 40.
Before AWM, Brandon served as an assistant vice president with Union Bank’s Northern California Corporate Banking team. Earlier, he was a professional athlete having been drafted by the Houston Astros out of UCLA. While at UCLA, Brandon was the team’s...
Jason Stein (CRD# 6232434) is a fee-only financial advisor working at Bluepoint Wealth Advisors in Irvine, CA and has nearly a decade of experience in the finance industry.
Jason Stein 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 putclients' interests first and comply with the Financial Planning Practice Standards.
For nearly a decade, Jason has been helping clients achieve their financial goals through transparent advice and client education.
Jason earned his degree in Economics and Accounting from UC Santa Barbara and began his career with The Vanguard Group in Scottsdale, AZ. Originally inspired by his grandmother’s adolescent hardships, he’s always been encouraged to help others find financial clarity.
“My grandmother, who was a huge influence on my life, was a teenage girl during the Great Depression. Because she witnessed such financial hardship, she learned at a young age the importance of financial stability, and remained relatively frugal through most of her life. She instilled these values on my father, a financial advisor himself, who began educating me at a young age through our many road trips. In fact, the earliest lesson I recall was about mutual funds, and how I could buy a fund that contains Toys-R-Us, rather than buying the toy itself. What was initially a desire to learn more about my father’s job, quickly became valuable knowledge I knew could be used to help others. In 2013, I moved away from my friends and family, not knowing anyone in Arizona, to pursue a career with Vanguard. Given the indisputable morals behind Vanguard’s reputation, I could not think of a better company to begin my career, and to further enforce how success is achieved by putting client’s priorities ahead of one’s own.”
Jason now looks forward to bringing that industry leading experience, and scaling it down to provide a more personalized relationship with each of his clients.
Jason can be contacted directly at 949-239-2127.