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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
Randa Hoffman (CRD# 6924690) is an Investment Advisor Representative working at Radiant Wealth Planning in Palo Alto, CA and has over 5 years of experience in the finance industry.
Janet Hoffmann (CRD# 4096884) 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. Janet Hoffmann 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.
Edward Hogan (CRD# 1859508) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 35 years of experience in the finance industry.
King Hor (CRD# 5776656) is an Investment Advisor Representative working at Connective Capital Management, LLC in Palo Alto, CA and has over 7 years of experience in the finance industry.
Stephanie Hsu (CRD# 6573412) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 5 years of experience in the finance industry.
Eric Hu (CRD# 6909366) is an Investment Advisor Representative working at H&h International Investment, LLC in Palo Alto, CA and has over 6 years of experience in the finance industry.
Yan Huang (CRD# 6516863) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Palo Alto, CA and has over 7 years of experience in the finance industry.
Matthew Huerta (CRD# 4236040) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Palo Alto, CA and has over 23 years of experience in the finance industry.
Lisa Hughes (CRD# 2380780) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 30 years of experience in the finance industry.
Nicholas Hunt (CRD# 6040549) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Palo Alto, CA and has over 11 years of experience in the finance industry.