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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
Dennis Kane (CRD# 2087948) is an Investment Advisor Representative working at Kane Investment Management, Inc. in Los Gatos, CA and has over 33 years of experience in the finance industry.
Loren Kinczel (CRD# 2772548) is an Investment Advisor Representative working at Cultivate Financial Group LLC in Los Gatos, CA and has over 13 years of experience in the finance industry.
Steven Kjar (CRD# 2114902) is an Investment Advisor Representative working at Creative Planning in Los Gatos, CA and has over 33 years of experience in the finance industry.
Brian Krawez (CRD# 2426387) is an Investment Advisor Representative working at Scharf Investments, LLC in Los Gatos, CA and has 1 year of experience in the finance industry.
Maria Lamas (CRD# 6864183) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Gatos, CA and has over 5 years of experience in the finance industry.
Deborah Lee-Kavousi (CRD# 4679904) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Los Gatos, CA and has over 20 years of experience in the finance industry.
Caitlin Luttrell (CRD# 6504956) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Los Gatos, CA and has over 8 years of experience in the finance industry.
Eric Lynch (CRD# 4317945) is an Investment Advisor Representative working at Scharf Investments, LLC in Los Gatos, CA and has over 19 years of experience in the finance industry.
Bryan McCollam (CRD# 1873091) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Gatos, CA and has over 35 years of experience in the finance industry.
Chris McCrary (CRD# 2294498) is an Investment Advisor Representative working at Wells Fargo Advisors in Los Gatos, CA and has over 31 years of experience in the finance industry.