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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
Howard Hertz (CRD# 3121323) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Pleasanton, CA and has over 25 years of experience in the finance industry. Howard Hertz 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.
Alvis Hines (CRD# 5367123) is an Investment Advisor Representative working at Adero Partners, LLC in Pleasanton, CA and has over 16 years of experience in the finance industry.
Mandana Hohn (CRD# 2551763) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pleasanton, CA and has over 28 years of experience in the finance industry.
Phillip Hohn (CRD# 5042360) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pleasanton, CA and has over 16 years of experience in the finance industry.
Terence Johnson (CRD# 1174844) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pleasanton, CA and has over 40 years of experience in the finance industry.
Jason Kintner (CRD# 6022485) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pleasanton, CA and has over 12 years of experience in the finance industry.
James Knight (CRD# 2838440) is an Investment Advisor Representative working at Adero Partners, LLC in Pleasanton, CA and has over 21 years of experience in the finance industry.
Brian Krebs (CRD# 5636251) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Pleasanton, CA and has over 15 years of experience in the finance industry.
Alex Kuperman (CRD# 2684152) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Pleasanton, CA and has over 25 years of experience in the finance industry.
Holly La (CRD# 5584127) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Pleasanton, CA and has over 15 years of experience in the finance industry.