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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
Jean Gunnarson (CRD# 1005082) is an Investment Advisor Representative working at Lpl Financial LLC in Pleasanton, CA and has over 35 years of experience in the finance industry.
Winnie Guo (CRD# 7027109) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Pleasanton, CA and has over 5 years of experience in the finance industry.
Deepak Gupta (CRD# 6990915) is an Investment Advisor Representative working at Gupta Partnership in Pleasanton, CA and has over 6 years of experience in the finance industry.
Shaurya Gupta (CRD# 6945795) is an Investment Advisor Representative working at Gupta Partnership in Pleasanton, CA and has over 6 years of experience in the finance industry.
Eugene Gurevich (CRD# 5390919) is an Investment Advisor Representative working at Baybridge Capital Group, LLC in Pleasanton, CA and has over 16 years of experience in the finance industry. Eugene Gurevich 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.
Jeffrey Hanson (CRD# 2044884) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pleasanton, CA and has over 33 years of experience in the finance industry.
Andrew Haupt (CRD# 5479951) is an Investment Advisor Representative working at American Investors Co in Pleasanton, CA and has over 10 years of experience in the finance industry.
Bradley Haupt (CRD# 821393) is an Investment Advisor Representative working at American Investors Co in Pleasanton, CA and has over 14 years of experience in the finance industry.
Stephanie Hepp (CRD# 2754869) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pleasanton, CA and has over 18 years of experience in the finance industry.
Stephanus Hermanto (CRD# 6460413) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Pleasanton, CA and has over 8 years of experience in the finance industry.