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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
Steven Paramo (CRD# 6374249) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Mountain View, CA and has over 9 years of experience in the finance industry.
Patrick Phillips (CRD# 6300288) is an Investment Advisor Representative working at Wealth Architects, LLC in Mountain View, CA and has 1 year of experience in the finance industry. Patrick Phillips 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.
Talia provides customized financial planning and wealth building strategies for SIG clients and their families. She brings experience in philanthropic planning from her years in development at the School of Engineering at Stanford University. She later co-founded SearchFox (acquired by Yahoo) and joined Stanford Investment Group in 2005. Her passion for philanthropy and expertise in equity compensation/liquidity event planning empowers clients to make financial decisions that are both wise and personally meaningful.
Alena Povarova (CRD# 5594225) is an Investment Advisor Representative working at Arbor Point Advisors in Mountain View, CA and has over 15 years of experience in the finance industry.
Darryl Rae (CRD# 1148836) is an Investment Advisor Representative working at Aspiriant, LLC in Mountain View, CA and has over 24 years of experience in the finance industry. Darryl Rae 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.
Jeffrey Roodman (CRD# 5716789) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mountain View, CA and has over 14 years of experience in the finance industry. Jeffrey Roodman 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.
Andrew Rose (CRD# 6545399) 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. Andrew Rose 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.
Adam Salas (CRD# 5863423) is an Investment Advisor Representative working at Wealth Architects, LLC in Mountain View, CA and has over 13 years of experience in the finance industry. Adam Salas 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.
Tyler Scott (CRD# 4503501) is an Investment Advisor Representative working at Wealth Architects, LLC in Mountain View, CA and has 1 year of experience in the finance industry. Tyler Scott 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.
Lee Scundi (CRD# 4361893) is an Investment Advisor Representative working at Scundi Investment Management, LLC in Mountain View, CA and has over 15 years of experience in the finance industry.