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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
Destiny Serna (CRD# 6634835) is an Investment Advisor Representative working at Wealth Architects, LLC in Mountain View, CA and has over 6 years of experience in the finance industry.
Leigh Shimamoto (CRD# 3239255) is an Investment Advisor Representative working at Wealth Architects, LLC in Mountain View, CA and has over 22 years of experience in the finance industry. Leigh Shimamoto 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.
Xu Tian (CRD# 6632385) is an Investment Advisor Representative working at Tian Capital LLC in Mountain View, CA and has over 8 years of experience in the finance industry.
Michael Truong (CRD# 5285157) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Mountain View, CA and has over 13 years of experience in the finance industry.
Du Vo (CRD# 4475999) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mountain View, CA and has over 22 years of experience in the finance industry.
Kozue Wang (CRD# 5772232) is an Investment Advisor Representative working at Lpl Financial LLC in Mountain View, CA and has over 13 years of experience in the finance industry.
Jonathan Whitcraft (CRD# 719854) is an Investment Advisor Representative working at Whitcraft Capital Management in Mountain View, CA and has over 38 years of experience in the finance industry.
James White (CRD# 1052021) is an Investment Advisor Representative working at Equitable Advisors, LLC in Mountain View, CA and has over 36 years of experience in the finance industry.
Donna Williams (CRD# 6514951) is an Investment Advisor Representative working at Waverley Wealth Management LLC in Mountain View, CA and has over 8 years of experience in the finance industry.
Demetrios Zarefakis (CRD# 5843017) is an Investment Advisor Representative working at Lpl Financial LLC in Mountain View, CA and has over 13 years of experience in the finance industry.