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Distance Metro area (25 miles)
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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
Weiheng Zhang (CRD# 4358420) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Los Altos, CA and has over 6 years of experience in the finance industry.
Dustin Brunzlick (CRD# 7392326) 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.
Troy Kenyon (CRD# 6834241) 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.
Jared La Blue (CRD# 7284531) is an Investment Advisor Representative working at Diversifi Capital LLC in Los Altos, CA and has over 3 years of experience in the finance industry.
Thomas Lowish (CRD# 7527253) is an Investment Advisor Representative working at Diversifi Capital LLC in Los Altos, CA and has over 2 years of experience in the finance industry. Thomas Lowish 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.
Rebecca Lyman (CRD# 7609189) is an Investment Advisor Representative working at Johnson Lyman Wealth Advisors in Los Altos, CA and has 1 year of experience in the finance industry.
Keith McGinnis (CRD# 5766775) is an Investment Advisor Representative working at Edward Jones in Los Altos, CA and has 1 year of experience in the finance industry.
Patrick Murray (CRD# 5635195) is an Investment Advisor Representative working at Cerity Partners LLC in Los Altos, CA and has over 11 years of experience in the finance industry. Patrick Murray 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.
Joshua Sangalang (CRD# 7073536) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Los Altos, CA and has over 4 years of experience in the finance industry.
Parthiv Sangani (CRD# 1746322) is an Investment Advisor Representative working at Beacon Park Capital, LLC in Los Altos, CA and has over 4 years of experience in the finance industry.