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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
John Moran (CRD# 2434574) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Gatos, CA and has over 30 years of experience in the finance industry.
Molly Newborn (CRD# 6584288) is an Investment Advisor Representative working at Lpl Financial LLC in Los Gatos, CA and has over 8 years of experience in the finance industry.
Ethan Pepper (CRD# 4499498) is an Investment Advisor Representative working at Orchard City Wealth Management, LLC in Los Gatos, CA and has over 21 years of experience in the finance industry. Ethan Pepper 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.
Paul Peterson (CRD# 2725958) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Los Gatos, CA and has over 28 years of experience in the finance industry.
Katherine Rathe (CRD# 5520658) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Gatos, CA and has over 15 years of experience in the finance industry.
Jessica Regidor (CRD# 5383859) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Los Gatos, CA and has over 13 years of experience in the finance industry.
Stephen Rice (CRD# 1064788) is an Investment Advisor Representative working at Rice Financial Consulting, Inc. in Los Gatos, CA and has over 26 years of experience in the finance industry.
Shelley Richardson (CRD# 2388544) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Gatos, CA and has over 30 years of experience in the finance industry.
Matthew Roberson (CRD# 3090052) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Los Gatos, CA and has over 24 years of experience in the finance industry. Matthew Roberson 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.
Deborah Robinson (CRD# 2925401) is an Investment Advisor Representative working at Scharf Investments, LLC in Los Gatos, CA and has over 12 years of experience in the finance industry.