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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
Matthew Huerta (CRD# 4236040) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Menlo Park, CA and has over 23 years of experience in the finance industry.
Nicholas Hunt (CRD# 6040549) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Menlo Park, CA and has over 11 years of experience in the finance industry.
Brandon James (CRD# 2207583) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Menlo Park, CA and has over 31 years of experience in the finance industry.
Tyler Johnson (CRD# 6546550) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Menlo Park, CA and has over 8 years of experience in the finance industry. Tyler Johnson 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.
Joan Joyner (CRD# 1871731) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Menlo Park, CA and has over 32 years of experience in the finance industry.
Praveen Khilnani (CRD# 4461989) 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.
Hwangmin Ki (CRD# 5710070) is an Investment Advisor Representative working at Opes Wealth Management, LLC in Menlo Park, CA and has over 14 years of experience in the finance industry.
Perry Kotval (CRD# 2027093) is an Investment Advisor Representative working at Galileo Planning Group, Inc. in Menlo Park, CA and has 1 year of experience in the finance industry. Perry Kotval 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.
Qwendalynn Lai (CRD# 5576511) is an Investment Advisor Representative working at Svb Wealth in Menlo Park, CA and has over 15 years of experience in the finance industry.
Michael Lam (CRD# 5080148) is an Investment Advisor Representative working at Morgan Stanley in Menlo Park, CA and has over 16 years of experience in the finance industry.