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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
Sara Craven (CRD# 3199175) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in Palo Alto, CA and has over 24 years of experience in the finance industry.
Dylan Crist (CRD# 6205339) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 9 years of experience in the finance industry.
Caroline Curts (CRD# 5567150) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in Palo Alto, CA and has over 15 years of experience in the finance industry. Caroline Curts 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.
Anthony Custodio (CRD# 2546224) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Palo Alto, CA and has over 21 years of experience in the finance industry.
Matt Damelio (CRD# 2680885) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 28 years of experience in the finance industry.
Colin Dasanjh (CRD# 5565771) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Palo Alto, CA and has over 15 years of experience in the finance industry.
Anushree Dave (CRD# 6685754) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 7 years of experience in the finance industry.
Robyn Delfierro (CRD# 4079946) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Palo Alto, CA and has over 24 years of experience in the finance industry.
Bradford Dinsmore (CRD# 4345768) is an Investment Advisor Representative working at Cornerstone Capital, Inc. in Palo Alto, CA and has 1 year of experience in the finance industry.
Chandra Dulam (CRD# 6679910) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 6 years of experience in the finance industry.