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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
Steven Faggiolly (CRD# 4472943) is an Investment Advisor Representative working at Global Retirement Partners LLC in Redwood City, CA and has over 22 years of experience in the finance industry.
Janice Fong (CRD# 5640442) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Redwood City, CA and has over 14 years of experience in the finance industry.
Derek France (CRD# 6844523) is an Investment Advisor Representative working at Team Hewins, LLC in Redwood City, CA and has over 6 years of experience in the finance industry.
Deborah Freeman (CRD# 6782805) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Redwood City, CA and has over 6 years of experience in the finance industry.
Mark Gillelen (CRD# 1868626) is an Investment Advisor Representative working at Lpl Financial LLC in Redwood City, CA and has over 34 years of experience in the finance industry.
Karen Goodfriend (CRD# 4369844) is an Investment Advisor Representative working at Wealthvalues, LLC in Redwood City, CA and has 1 year of experience in the finance industry. Karen Goodfriend 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.
Andrew Gotianse (CRD# 4615876) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Redwood City, CA and has over 21 years of experience in the finance industry.
Gilda Grant (CRD# 5619330) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Redwood City, CA and has over 15 years of experience in the finance industry.
Daniel Hennessy (CRD# 4267436) is an Investment Advisor Representative working at Nepc, LLC in Redwood City, CA and has 1 year of experience in the finance industry.
Roger Hewins (CRD# 2205798) is an Investment Advisor Representative working at Team Hewins, LLC in Redwood City, CA and has over 23 years of experience in the finance industry.