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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
Jennifer Cray (CRD# 4297411) is an Investment Advisor Representative working at Forum Financial Management, LP in Menlo Park, CA and has over 22 years of experience in the finance industry. Jennifer Cray 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.
Pamela Davies (CRD# 1340693) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Menlo Park, CA and has over 39 years of experience in the finance industry.
Kateri Dodd (CRD# 5457487) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Menlo Park, CA and has over 12 years of experience in the finance industry.
Cori Duncan (CRD# 5742215) is an Investment Advisor Representative working at Jasper Ridge Partners, LP in Menlo Park, CA and has 1 year of experience in the finance industry.
Mark Duvall (CRD# 2432588) is the Chief Investment Officer working at Opes Advisors in Cupertino & Palo Alto, CA and has over 25 years of experience in the finance industry. Opes Advisors works with clients on their entire balance sheet, planning to take care of longevity needs and investing in stocks, bonds, alternatives, and real estate to generate the growth and income individual clients need.
Jon Ekoniak (CRD# 1717269) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Menlo Park, CA and has over 25 years of experience in the finance industry. Jon Ekoniak 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.
Colleen Erickson (CRD# 2355733) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Menlo Park, CA and has over 30 years of experience in the finance industry.
Max Everett (CRD# 6837567) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Menlo Park, CA and has over 6 years of experience in the finance industry.
Denise Farkas (CRD# 5108996) is an Investment Advisor Representative working at Sage Rhino Capital LLC in Menlo Park, CA and has over 18 years of experience in the finance industry.
Ryan Ficks (CRD# 5069793) is an Investment Advisor Representative working at Svb Wealth in Menlo Park, CA and has over 18 years of experience in the finance industry.