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Distance Only Los Altos, CA
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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
Alfred Au (CRD# 6213875) is an Investment Advisor Representative working at Compass Capital Management Group LLC in San Mateo, CA and has over 6 years of experience in the finance industry.
Jason Babcock (CRD# 3194878) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Los Altos, CA and has over 24 years of experience in the finance industry.
Wendy Banks (CRD# 6163764) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Los Altos, CA and has over 9 years of experience in the finance industry.
Carlos Betancourt (CRD# 5746446) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Los Altos, CA and has over 14 years of experience in the finance industry.
Andrew Bose (CRD# 5324332) is an Investment Advisor Representative working at High Valley Capital in Los Altos, CA and has over 16 years of experience in the finance industry.
Robert Boyd (CRD# 2329701) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Los Altos, CA and has over 30 years of experience in the finance industry.
Harvey Bresler (CRD# 6699983) is an Investment Advisor Representative working at Pwjohnson Wealth & Legacy, LLC in Los Altos, CA and has over 7 years of experience in the finance industry.
Gino Campana (CRD# 6756191) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Los Altos, CA and has over 6 years of experience in the finance industry.
Hui-chen Chen (CRD# 4557356) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Los Altos, CA and has over 21 years of experience in the finance industry.
Sally Chib (CRD# 6446167) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Los Altos, CA and has over 8 years of experience in the finance industry.