Distance Metro area (25 miles)
- 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
George’s education began when he earned a soccer scholarship to Dominican University of California in San Rafael. First, George pursued his Bachelor of Arts in Political Science. He then stayed at Dominican to study business, graduating at the top of his class with an MBA in International Finance/Sustainable Development. Realizing how often legal issues arise in the business world, George completed his education at the University of San Diego, School of Law. He earned his J.D. in December 2001.
These graduate studies laid the foundation for the global investment program that George runs today....
Tim Smith (CRD# 2936153) is a Financial Advisor and Coach working at Fairway Asset Management, Inc. in Danville, CA and has over 19 years of experience in the finance industry.
Tim feels like he works best with someone going through a major life transition, such as a divorce, death of a spouse or retirement. He has developed a process called The Master Plan that goes much deeper than the traditional financial plan. If you are going through a major transition in your life, you need something more than a generic financial plan. Tim can help you think about what is most important in your life,...
ALL ADVICE PROVIDED IN A FIDUCIARY CAPACITY
Michael B Hansen is an independent Certified Financial Planner™ who offer customized financial planning in a fiduciary capacity. His comprehensive approach means that he will work with your team of professionals to help get your entire financial house in order, and hopefully keep it that way - forever!
Michael B Hansen understands that his clients’ situations are unique and that that they deserve uncompromising fiduciary standards. That is why he offers a complimentary consultation where he want to understand his client’s values, goals and what...
Scott Horton (CRD# 2666018) is a Principal and Registered Investment Advisor working at J.P. King Advisors, Inc. in Walnut Creek, CA and has over 20 years of experience in the finance industry. Scott Horton 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...
B. Brose (CRD# 5517793) is a Registered Investment Advisor and Partner at Baker Brose & Mitsutome Wealth Management, LLC in Walnut Creek, CA and has over 9 years of experience in the finance industry.