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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
Timothy Chan (CRD# 2486405) is an Investment Advisor Representative working at Wespac Advisors, LLC in Orinda, CA and has over 16 years of experience in the finance industry.
Eugene Chow (CRD# 722969) is an Investment Advisor Representative working at Paragon Asset Management Inc. in Orinda, CA and has 1 year of experience in the finance industry.
Gregory Christian (CRD# 1749795) is an Investment Advisor Representative working at Wespac Advisors, LLC in Orinda, CA and has over 36 years of experience in the finance industry.
John Delahaye (CRD# 841977) is an Investment Advisor Representative working at Morgan Stanley in Orinda, CA and has over 42 years of experience in the finance industry.
Armin Drake (CRD# 5606066) is an Investment Advisor Representative working at Corvec Investment Partners, LLC in Orinda, CA and has over 15 years of experience in the finance industry.
Daniel Gannett (CRD# 5169808) is an Investment Advisor Representative working at Park Place Wealth Advisors, Inc. in Orinda, CA and has over 17 years of experience in the finance industry.
Jean Gannett (CRD# 1809460) is an Investment Advisor Representative working at Park Place Wealth Advisors, Inc. in Orinda, CA and has over 32 years of experience in the finance industry. Jean Gannett 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.
William Kim (CRD# 3122158) is an Investment Advisor Representative working at Wespac Advisors, LLC in Orinda, CA and has over 22 years of experience in the finance industry.
Thomas Lambert (CRD# 1050882) is an Investment Advisor Representative working at Wespac Advisors, LLC in Orinda, CA and has over 37 years of experience in the finance industry.
Andrew Lancaster (CRD# 6677717) is an Investment Advisor Representative working at Crosspoint Capital Management in Orinda, CA and has over 5 years of experience in the finance industry.