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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
Danna Jacobs (CRD# 5366446) is an Investment Advisor Representative working at Legacy Care Wealth, LLC in Jersey City, NJ and has over 6 years of experience in the finance industry.
We love taking our family outdoors whenever possible, be it hiking, fishing, swimming, skiing, or other fun activities. My husband and I reside in Maplewood, NJ, have a 2 year old little boy, and a 3 year old mini-husky (Alaskan Klee Kai). I love working with other young families to provide the financial peace of mind and take the burden of managing their finances off of their plate so they can focus on what truly...
Craig Dunton (CRD# 4400316) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Millburn, NJ and has over 22 years of experience in the finance industry. Craig Dunton 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.
Richard Fitzgerald (CRD# 2437244) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Millburn, NJ and has over 30 years of experience in the finance industry.
Gregg Gold (CRD# 3241398) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Millburn, NJ and has over 24 years of experience in the finance industry.
Zhenjiang Gu (CRD# 5449655) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Millburn, NJ and has over 16 years of experience in the finance industry.
Stephen Halpin (CRD# 2781787) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Millburn, NJ and has over 27 years of experience in the finance industry.
Frank Howard (CRD# 6248476) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Millburn, NJ and has over 10 years of experience in the finance industry.
Scott Jensen (CRD# 1587639) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Millburn, NJ and has over 36 years of experience in the finance industry.
Pigine Kalemba (CRD# 6211327) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Millburn, NJ and has over 9 years of experience in the finance industry.
Vivek Kapoor (CRD# 4249308) is an Investment Advisor Representative working at Volaris Capital Management LLC in Millburn, NJ and has over 16 years of experience in the finance industry.
David Katz (CRD# 6076421) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Millburn, NJ and has over 11 years of experience in the finance industry.