-
Distance Metro area (25 miles)
-
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
Kanak Agarwal (CRD# 6759867) 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.
Kuldip Ambastha (CRD# 4681593) is an Investment Advisor Representative working at Ambastha Financial LLC in Mountain View, CA and has over 5 years of experience in the finance industry.
Madalina Andrei (CRD# 5858896) is an Investment Advisor Representative working at Edward Jones in Mountain View, CA and has over 13 years of experience in the finance industry. Madalina Andrei 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.
Martin Bicker (CRD# 5597861) is an Investment Advisor Representative working at Waverley Wealth Management LLC in Mountain View, CA and has over 15 years of experience in the finance industry.
Lindy Chan (CRD# 5494291) is an Investment Advisor Representative working at Centric Advisors, LLC in Mountain View, CA and has over 15 years of experience in the finance industry. Lindy Chan 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.
Helen Dietz (CRD# 1268071) is an Investment Advisor Representative working at Aspiriant, LLC in Mountain View, CA and has 1 year of experience in the finance industry. Helen Dietz 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.
Suzette Elliott (CRD# 4196240) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mountain View, CA and has over 17 years of experience in the finance industry.
Mark Farrelly (CRD# 4457364) is an Investment Advisor Representative working at Cairn Investment Group in Mountain View, CA and has over 22 years of experience in the finance industry. Mark Farrelly 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.
Mark Gordon (CRD# 5069708) is an Investment Advisor Representative working at Wealth Architects, LLC in Mountain View, CA and has over 18 years of experience in the finance industry. Mark Gordon 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.
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.