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Distance Only Menlo Park, CA
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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
Brooks Nelson (CRD# 1258532) is an Investment Advisor Representative working at Nelson Capital Management, LLC in Menlo Park, CA and has over 39 years of experience in the finance industry.
Evan Nelson (CRD# 6663466) is an Investment Advisor Representative working at Nelson Capital Management, LLC in Menlo Park, CA and has 1 year of experience in the finance industry. Evan Nelson 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.
Kelly Neumann (CRD# 3064620) is an Investment Advisor Representative working at Morgan Stanley in Menlo Park, CA and has over 24 years of experience in the finance industry.
Caroline Novak (CRD# 4445598) is an Investment Advisor Representative working at Sage Rhino Capital LLC in Menlo Park, CA and has over 22 years of experience in the finance industry.
James Orr (CRD# 4287771) 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.
Reynolds Ospina (CRD# 2493079) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Menlo Park, CA and has over 29 years of experience in the finance industry.
Steven Papapietro (CRD# 6361184) is an Investment Advisor Representative working at Opes Wealth Management, LLC in Menlo Park, CA and has over 8 years of experience in the finance industry.
Jason Pfannenstiel (CRD# 5849124) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Menlo Park, CA and has over 13 years of experience in the finance industry.
Stephen Philpott (CRD# 3195871) is an Investment Advisor Representative working at Nelson Capital Management, LLC in Menlo Park, CA and has 1 year of experience in the finance industry. Stephen Philpott 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.
Catherine Pitts (CRD# 6501632) is an Investment Advisor Representative working at Corient in Menlo Park, CA and has over 8 years of experience in the finance industry. Catherine Pitts 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.