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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 Testa (CRD# 2951309) is an Investment Advisor Representative working at Wells Fargo Advisors in Los Gatos, CA and has over 26 years of experience in the finance industry.
Ann Timoney (CRD# 4956021) is an Investment Advisor Representative working at Opes Wealth Management, LLC in Los Gatos, CA and has over 17 years of experience in the finance industry. Ann Timoney 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.
Christian Tran (CRD# 5051287) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Los Gatos, CA and has over 18 years of experience in the finance industry.
Kenneth Vander Kooi (CRD# 2927188) is an Investment Advisor Representative working at Scharf Investments, LLC in Los Gatos, CA and has over 11 years of experience in the finance industry. Kenneth Vander Kooi 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.
Gary Vick (CRD# 454546) is an Investment Advisor Representative working at Avantax Advisory Services in Los Gatos, CA and has over 43 years of experience in the finance industry. Gary Vick 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.
Daniel Williamson (CRD# 5351360) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Los Gatos, CA and has over 15 years of experience in the finance industry.
Hugh Wong (CRD# 3116862) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Los Gatos, CA and has over 8 years of experience in the finance industry.
Michal Zyla (CRD# 6991129) is an Investment Advisor Representative working at Parkworth Wealth Management, Inc. in Los Gatos, CA and has over 5 years of experience in the finance industry. Michal Zyla 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.
Eduardo Aguirre (CRD# 7585719) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Los Gatos, CA and has 1 year of experience in the finance industry.
Alfredo Algaratetamayo (CRD# 7529472) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Los Gatos, CA and has 1 year of experience in the finance industry.