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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
Jacqueline Lares (CRD# 6548023) is an Investment Advisor Representative working at Wealth Architects, LLC in Mountain View, CA and has over 8 years of experience in the finance industry. Jacqueline Lares 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 Lee (CRD# 4577846) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Mountain View, CA and has over 21 years of experience in the finance industry. David Lee 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.
Megan Linford (CRD# 6366974) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Mountain View, CA and has over 6 years of experience in the finance industry.
Mark Liu (CRD# 2588570) is an Investment Advisor Representative working at Ardent Capital in Mountain View, CA and has over 29 years of experience in the finance industry.
Cliff Loh (CRD# 5465489) is an Investment Advisor Representative working at Aspiriant, LLC in Mountain View, CA and has over 8 years of experience in the finance industry. Cliff Loh 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.
Anthony Lyle (CRD# 6612935) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Mountain View, CA and has over 8 years of experience in the finance industry.
Natalie Morrella (CRD# 5304494) is an Investment Advisor Representative working at Aspiriant, LLC in Mountain View, CA and has 1 year of experience in the finance industry. Natalie Morrella 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.
Brian Murphy (CRD# 4374527) is an Investment Advisor Representative working at Pariveda Investment Management in Mountain View, CA and has 1 year of experience in the finance industry.
Joshua Murray (CRD# 6456176) is an Investment Advisor Representative working at Rockefeller Capital Management in Mountain View, CA and has over 8 years of experience in the finance industry. Joshua Murray 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.
Iris Nguyen (CRD# 5989937) is an Investment Advisor Representative working at Wealth Architects, LLC in Mountain View, CA and has over 11 years of experience in the finance industry.