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Distance Only Mountain View, 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
Daniel Hahn (CRD# 2287931) is an Investment Advisor Representative working at Independent Financial Group, LLC in Mountain View, CA and has over 31 years of experience in the finance industry. Daniel Hahn 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.
Scott Hamaguchi (CRD# 4615073) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mountain View, CA and has over 21 years of experience in the finance industry.
Patrick Ho (CRD# 6087696) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Mountain View, CA and has over 11 years of experience in the finance industry.
Jeff Hsiao (CRD# 4478088) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Mountain View, CA and has over 13 years of experience in the finance industry.
Gerd Infanger (CRD# 4391106) is an Investment Advisor Representative working at Infanger Investment Technology, LLC in Mountain View, CA and has 1 year of experience in the finance industry.
Mark Johnsen (CRD# 2349188) is an Investment Advisor Representative working at Wealth Architects, LLC in Mountain View, CA and has over 29 years of experience in the finance industry.
Suhrob Kaharov (CRD# 5316762) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mountain View, CA and has over 16 years of experience in the finance industry.
John Kirkpatrick (CRD# 5217694) is an Investment Advisor Representative working at Aspiriant, LLC in Mountain View, CA and has over 17 years of experience in the finance industry.
Michael Kissinger (CRD# 2763332) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Mountain View, CA and has over 27 years of experience in the finance industry.
Nayan Lapsiwala (CRD# 5376811) is an Investment Advisor Representative working at Aspiriant, LLC in Mountain View, CA and has over 15 years of experience in the finance industry. Nayan Lapsiwala 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.