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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
Laura Ponticello (CRD# 4672390) is an Investment Advisor Representative working at Sage Rhino Capital LLC in Menlo Park, CA and has over 20 years of experience in the finance industry.
Andrew Porter (CRD# 6951125) is an Investment Advisor Representative working at Corient in Menlo Park, CA and has over 5 years of experience in the finance industry.
Steven Rehmus (CRD# 4643017) is an Investment Advisor Representative working at Corient in Menlo Park, CA and has over 21 years of experience in the finance industry.
Gleb Reynlib (CRD# 5484138) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Menlo Park, CA and has over 16 years of experience in the finance industry.
Alexander Rich (CRD# 5978104) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Menlo Park, CA and has over 12 years of experience in the finance industry.
Brian Roberts (CRD# 4458697) is an Investment Advisor Representative working at Roberts Wealth Advisors, LLC in Menlo Park, CA and has 1 year of experience in the finance industry.
Timothy Ross (CRD# 4912149) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Menlo Park, CA and has over 19 years of experience in the finance industry. Timothy Ross 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.
Theodore Rossi (CRD# 2777409) 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.
Daniel Rozansky (CRD# 4614479) is an Investment Advisor Representative working at Robertson Stephens in Menlo Park, CA and has over 20 years of experience in the finance industry.
Nicholas Rugh (CRD# 5262237) is an Investment Advisor Representative working at Rugh Financial in Menlo Park, CA and has over 16 years of experience in the finance industry.