Michael Hannon (CRD# 5039844) is an Investment Advisor Representative working at Delta Capital Investments, LLC in Foster City, CA and has over 22 years of experience in the finance industry. Michael Hannon 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.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Delta Capital Investments, LLC | Foster City, CA | Apr 2020 - Current | 4 |
| Alaska Airlines/virgin America Airlines | San Francisco, CA | Dec 2006 - Current | 17 |
| Delta Capital Investments | Hillsborough, CA | Jan 1995 - Jun 2020 | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2002 |
- CA
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, TX
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