-
Distance Only Mountain View, CA
-
COMPENSATION Either
-
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
Justin Mazzon (CRD# 7833961) is an Investment Advisor Representative working at Wealth Architects, LLC in Mountain View, CA and has 1 year of experience in the finance industry.
James Morimoto (CRD# 7508552) is an Investment Advisor Representative working at Morgan Stanley in Mountain View, CA and has 1 year of experience in the finance industry.
Jessica Ng (CRD# 6946860) is an Investment Advisor Representative working at Wealth Architects, LLC in Mountain View, CA and has 1 year of experience in the finance industry.
Irina Pucaric (CRD# 7161647) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Mountain View, CA and has over 4 years of experience in the finance industry.
Theresa Sellinger (CRD# 7692261) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Mountain View, CA and has 1 year of experience in the finance industry.
Jin Shin (CRD# 6808909) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mountain View, CA and has over 6 years of experience in the finance industry.
Wai Fung Tang (CRD# 7144489) is an Investment Advisor Representative working at Wealth Architects, LLC in Mountain View, CA and has over 4 years of experience in the finance industry.
Jack Teale (CRD# 4859193) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mountain View, CA and has over 8 years of experience in the finance industry.
Peter Trinh (CRD# 6327333) 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. Peter Trinh 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.
Diane Tycangco (CRD# 7540819) is an Investment Advisor Representative working at Rockefeller Capital Management in Mountain View, CA and has 1 year of experience in the finance industry.