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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
Renee Hurni-Gray (CRD# 4534941) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 21 years of experience in the finance industry.
Gloria Infante (CRD# 5193847) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Palo Alto, CA and has over 17 years of experience in the finance industry.
Raymond Jew (CRD# 5783266) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 13 years of experience in the finance industry.
Hilary Jones (CRD# 4731235) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 20 years of experience in the finance industry.
Sarah Jongeward (CRD# 4338404) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 15 years of experience in the finance industry.
Sharon Juang (CRD# 1458238) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Palo Alto, CA and has over 25 years of experience in the finance industry.
Alexander Kahn (CRD# 5380226) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 11 years of experience in the finance industry.
Steven Keirn (CRD# 5020982) is an Investment Advisor Representative working at The Colony Group, LLC in Palo Alto, CA and has over 18 years of experience in the finance industry. Steven Keirn 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.
Matthew Kenaston (CRD# 3022227) is an Investment Advisor Representative working at Blue Oak Capital LLC in Palo Alto, CA and has over 25 years of experience in the finance industry.
Jane Khalaf (CRD# 5488399) is an Investment Advisor Representative working at Lpl Financial LLC in Palo Alto, CA and has over 13 years of experience in the finance industry. Jane Khalaf 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.