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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
Mary Geong (CRD# 3256742) is an Investment Advisor Representative working at Avantax Advisory Services in Piedmont, CA and has over 21 years of experience in the finance industry.
John Goldberg (CRD# 4340059) is an Investment Advisor Representative working at Capital Trust Advisors in Piedmont, CA and has 1 year of experience in the finance industry.
Kristin Hull (CRD# 2444600) is an Investment Advisor Representative working at Nia Impact Capital in Piedmont, CA and has over 7 years of experience in the finance industry.
Ali Kazemi (CRD# 1546765) is an Investment Advisor Representative working at Lpl Financial LLC in Piedmont, CA and has over 31 years of experience in the finance industry.
Anthony Ricardo (CRD# 5178350) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Piedmont, CA and has over 14 years of experience in the finance industry.
Timothy Stevko (CRD# 6413846) is an Investment Advisor Representative working at Edward Jones in Piedmont, CA and has over 9 years of experience in the finance industry.
Jose Trevino (CRD# 2254597) is an Investment Advisor Representative working at Edward Jones in Piedmont, CA and has over 31 years of experience in the finance industry.
Eric Wheeler (CRD# 5570782) is an Investment Advisor Representative working at Wolfers Asset Management LLC in Piedmont, CA and has 1 year of experience in the finance industry.
Erik Wolfers (CRD# 4214621) is an Investment Advisor Representative working at Wolfers Asset Management LLC in Piedmont, CA and has over 22 years of experience in the finance industry. Erik Wolfers 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.
Thomas Adams (CRD# 6066921) is an Investment Advisor Representative working at Adams, Thomas Cook in Piedmont, CA and has 1 year of experience in the finance industry.