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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
Jennifer has over 26 year of financial services experience and is the founder and CEO of SkyOak Wealth Management. SkyOak is most known for Transitional Wealth Consulting & Preservation, Comprehensive Financial Planning, Risk Averse Portfolio Management, and Corporate Services such as 401k Plans & Stock Options plans. Her team consists of licensed advisors, an attorney, and para planners who each bring a high level of expertise in a certain area of financial services. SkyOak maintains offices in Menlo Park, Newport Beach, Las Vegas, and Medford Oregon, home of the corporate office.
Jennifer’s...
Michael Kimsey (CRD# 866857) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Half Moon Bay, CA and has over 17 years of experience in the finance industry. Michael Kimsey 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.
John Parsons (CRD# 4840784) is an Investment Advisor Representative working at Lpl Financial LLC in Half Moon Bay, CA and has over 13 years of experience in the finance industry. John Parsons 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.
Jimmy Barry (CRD# 4753280) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Half Moon Bay, CA and has over 13 years of experience in the finance industry.
Erin Kincheloe (CRD# 1534640) is an Investment Advisor Representative working at Ponder Financial Group in Half Moon Bay, CA and has over 25 years of experience in the finance industry.
John Leos (CRD# 1588730) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Half Moon Bay, CA and has over 12 years of experience in the finance industry.
David Maigret (CRD# 2696732) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Half Moon Bay, CA and has over 21 years of experience in the finance industry.
John McHugh (CRD# 825583) is an Investment Advisor Representative working at 1st Discount Brokerage, Inc. in Half Moon Bay, CA and has over 34 years of experience in the finance industry.
John Parsons (CRD# 5236346) is an Investment Advisor Representative working at Lpl Financial LLC in Half Moon Bay, CA and has over 11 years of experience in the finance industry.
Charles Schembri (CRD# 1507450) is an Investment Advisor Representative working at Lpl Financial LLC in Half Moon Bay, CA and has over 23 years of experience in the finance industry.