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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
Marianne Conway (CRD# 1214241) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Los Altos, CA and has over 25 years of experience in the finance industry.
Cornelius Dempsey (CRD# 1867743) is an Investment Advisor Representative working at Independent Financial Group, LLC in Los Altos, CA and has over 29 years of experience in the finance industry.
Nathan Dingler (CRD# 5786976) is an Investment Advisor Representative working at Diversifi Capital LLC in Los Altos, CA and has over 12 years of experience in the finance industry. Nathan Dingler 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.
Frank Elmer (CRD# 2213044) is an Investment Advisor Representative working at Frank Elmer Investment Strategies LLC in Los Altos, CA and has over 27 years of experience in the finance industry.
Michael Evans (CRD# 2923028) 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.
Stuart Friedman (CRD# 4576711) is an Investment Advisor Representative working at Riley Friedman Asset Management in Los Altos, CA and has over 21 years of experience in the finance industry.
Cynthia Gaertner-Bridges (CRD# 5676509) is an Investment Advisor Representative working at Kuleana Wealth Advisors in Los Altos, CA and has over 14 years of experience in the finance industry. Cynthia Gaertner-Bridges 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.
Zhaozhu Ge (CRD# 5248801) is an Investment Advisor Representative working at Acela Capital Management, LLC in Los Altos, CA and has over 17 years of experience in the finance industry.
Paul Gelormini (CRD# 2066089) is an Investment Advisor Representative working at Promontory Financial Planning, LLC in Los Altos, CA and has over 28 years of experience in the finance industry.
Evan Hirano (CRD# 6642066) is an Investment Advisor Representative working at Mok Capital Management in Los Altos, CA and has over 8 years of experience in the finance industry.