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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
Kevin Martin (CRD# 6511099) is an Investment Advisor Representative working at Oak Peak Financial in Menlo Park, CA and has over 9 years of experience in the finance industry. Kevin Martin 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.
Kyle Massey (CRD# 4945962) is an Investment Advisor Representative working at Morgan Stanley in Menlo Park, CA and has over 17 years of experience in the finance industry.
Jacquelynn Maxon (CRD# 5535927) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Menlo Park, CA and has over 15 years of experience in the finance industry.
Julianna Miller (CRD# 6979758) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Menlo Park, CA and has over 5 years of experience in the finance industry.
Laura Miri (CRD# 4855575) is an Investment Advisor Representative working at Wells Fargo Advisors in Menlo Park, CA and has over 18 years of experience in the finance industry. Laura Miri 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.
David Murdock (CRD# 2280830) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Menlo Park, CA and has over 31 years of experience in the finance industry. David Murdock 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.
Thomas Myers (CRD# 2811802) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Menlo Park, CA and has over 27 years of experience in the finance industry. Thomas Myers 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.
Karim Nalbandy (CRD# 5498505) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Menlo Park, CA and has over 14 years of experience in the finance industry.
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.