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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
Jonathan Tiemann (CRD# 2154218) is an Investment Advisor Representative working at Tiemann Investment Advisors, LLC in Menlo Park, CA and has over 30 years of experience in the finance industry.
Christian Tiscareno (CRD# 6559378) is an Investment Advisor Representative working at Bluepointe Capital Management, LLC in Menlo Park, CA and has over 8 years of experience in the finance industry.
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Todd Tweedy (CRD# 1858607) is an Investment Advisor Representative working at Bmo Family Office, LLC in Menlo Park, CA and has over 25 years of experience in the finance industry. Todd Tweedy 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.
I began working in the financial services industry in 2005. As a Financial Advisor my focus is on developing custom tailored investment strategies for affluent and high-net-worth individuals, their families and in certain circumstances their businesses to help them meet their short and long-term financial goals. Our view is that everyone comes with their own unique set of circumstances and depending on what stage of life an individual or family is in they have different needs. As an independent advisor I am able to work alongside clients to help them see their goals through fruition in a way other...
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Willard Wellings (CRD# 4436815) is an Investment Advisor Representative working at Avantax Advisory Services in Menlo Park, CA and has over 22 years of experience in the finance industry.
Erin Whalen (CRD# 4866543) is an Investment Advisor Representative working at Opes Wealth Management, LLC in Menlo Park, CA and has over 19 years of experience in the finance industry.
Patrick White (CRD# 728603) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Menlo Park, CA and has over 40 years of experience in the finance industry.