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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
Tabitha Balthasar-Baguio (CRD# 7373792) 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.
John Birkett (CRD# 7159949) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Los Gatos, CA and has over 2 years of experience in the finance industry.
Dominique Clements (CRD# 7092501) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Gatos, CA and has over 3 years of experience in the finance industry.
Diana Espinel (CRD# 6274070) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Gatos, CA and has over 10 years of experience in the finance industry.
Michelle Flamm (CRD# 7133908) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Los Gatos, CA and has over 2 years of experience in the finance industry.
David Goddard (CRD# 5142446) is an Investment Advisor Representative working at Goddard Consulting in Los Gatos, CA and has over 18 years of experience in the finance industry.
Ian Gonda (CRD# 7388181) is an Investment Advisor Representative working at Parkworth Wealth Management, Inc. in Los Gatos, CA and has over 2 years of experience in the finance industry. Ian Gonda 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.
Evan Jones (CRD# 5134573) is an Investment Advisor Representative working at Scharf Investments, LLC in Los Gatos, CA and has over 15 years of experience in the finance industry.
Jong Hyun Kim (CRD# 7435861) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Los Gatos, CA and has over 2 years of experience in the finance industry.
Sheac Yee Lim-Hamilton (CRD# 7780629) is an Investment Advisor Representative working at Parkworth Wealth Management, Inc. in Los Gatos, CA and has 1 year of experience in the finance industry.