-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Ran Shi (CRD# 7715570) is an Investment Advisor Representative working at Queensbury Global Advisors in Los Altos, CA and has 1 year of experience in the finance industry.
Brandon Smith (CRD# 5053905) is an Investment Advisor Representative working at Flywheel Private Wealth LLC in Los Altos, CA and has over 18 years of experience in the finance industry. Brandon Smith 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.
Dalten Smith (CRD# 7472859) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Los Altos, CA and has 1 year of experience in the finance industry.
Marina Strasser (CRD# 7135479) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Los Altos, CA and has over 2 years of experience in the finance industry. Marina Strasser 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.
Nicolas Vollmer (CRD# 7737213) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Los Altos, CA and has 1 year of experience in the finance industry.
Nicholas Winstead (CRD# 7353567) is an Investment Advisor Representative working at Changing Parameters, LLC in Los Altos, CA and has 1 year of experience in the finance industry.
Suet Wong (CRD# 7167476) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Los Altos, CA and has over 3 years of experience in the finance industry.
Kristen Worth (CRD# 4669722) is an Investment Advisor Representative working at Flywheel Private Wealth LLC in Los Altos, CA and has over 20 years of experience in the finance industry.
Dustan Zavatsky (CRD# 5988943) is an Investment Advisor Representative working at Cerity Partners LLC in Los Altos, CA and has 1 year of experience in the finance industry. Dustan Zavatsky 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.
Lily Zhang (CRD# 7154533) is an Investment Advisor Representative working at Diversifi Capital LLC in Los Altos, CA and has over 4 years of experience in the finance industry. Lily Zhang 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.