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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
Marcus Gunawan (CRD# 3126030) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Rosemead, CA and has over 25 years of experience in the finance industry. Marcus Gunawan 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.
Kaising Lui (CRD# 5898825) is an Investment Advisor Representative working at Gwn Securities Inc. in Rosemead, CA and has over 12 years of experience in the finance industry. Kaising Lui 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 Martinez (CRD# 2677144) is an Investment Advisor Representative working at Treveri Capital in Rosemead, CA and has over 27 years of experience in the finance industry.
Binh Tran (CRD# 6768889) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rosemead, CA and has over 6 years of experience in the finance industry.
Jean Baptiste Afflack (CRD# 6180590) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Rosemead, CA and has over 6 years of experience in the finance industry.
Hung Chih Chen (CRD# 7639493) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rosemead, CA and has 1 year of experience in the finance industry.
Toan Thai (CRD# 5424784) is an Investment Advisor Representative working at Eagle Strategies LLC in Rosemead, CA and has over 14 years of experience in the finance industry.
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Brandon is the Managing Partner at AWM Capital. Brandon loves the impact that he can have on the lives of the clients that he works with and supporting them in their growth whether that’s as an athlete or in building a company.
In 2016, Brandon was named by Investment News as one the top 40 financial advisers in the industry under age 40.
Before AWM, Brandon served as an assistant vice president with Union Bank’s Northern California Corporate Banking team. Earlier, he was a professional athlete having been drafted by the Houston Astros out of UCLA. While at UCLA, Brandon was the team’s...