Distance Metro area (25 miles)
- 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
Bill Martin, CFA is a Senior Managing Director and Investment Strategist at Three Bell Capital in Los Altos, CA and has over 30 years of experience in the investment industry.
Bill helps lead the Three Bell Investment Committee’s efforts to design, implement and manage client investment strategies and portfolios. Bill brings to Three Bell over 30 years of experience as an institutional investor and senior portfolio manager, 27 of which were spent at American Century, one of the largest mutual fund families in the world.
While at American Century, he managed over $10 billion in investments worldwide...
Karl Mills (CRD# 2040384) is the president and founder of Jurika, Mills & Keifer, LLC, an independent investment advisor and wealth management firm based in San Francisco, California.
Jurika, Mills & Keifer provides sophisticated wealth management, planning and advisory services to a limited number of individuals and families. We combine a forward-looking view of the world with a deep understanding of our client's goals to build and preserve wealth over time. Over the years, we have developed a reputation for independent thinking, practical judgement, and close relationships with our clients.
Mr. Mills leads the firm;'s investment and portfolio management activities. With almost 30 years of experience in the investment industry, he is well known for his broad and insightful perspective on the investment markets and industry. His investment commentaries are widely read and he is frequently profiled and quoted in the financial press. Mr. Mills is also an avid supporter of the arts and serves as Vice Chair of the San Francisco Opera. He is also a Trustee Emeritus of Bates College.
Mark Vicencio (CRD# 4105009) is an Investment Advisor Representative working at Lowery Thomas, LLC in Orinda, CA and has over 17 years of experience in financial planning and investment advisory services.
Lowery Thomas, LLC focuses on investment advisory services, wealth management and comprehensive financial planning. We are professionals with expertise in financial planning, taxes and investments. Lowery Thomas has four Registered Investment Advisors including two CPAs and one Certified Financial Planner with a Masters in Taxation as principals of the firm. With our firm wide expertise,...
John McNertney, CFP®, Director
John is a Director and a member of the Business Development Team with Polaris Greystone. John has extensive experience within the financial services industry, having worked at TD Ameritrade and Merrill Lynch prior to joining the Polaris Greystone team. John meets directly with clients and prospective clients to communicate Polaris Greystone's investment strategies and review all financial planning needs.
John is a graduate of the University of Iowa, where he earned a BS degree with a major in psychology and minors in French and philosophy. He is also a Certified...
Ira Fateman (CRD# 1269629) is an Investment Advisor Representative working at Shone Asset Management LLC d/b/a SAS Financial Advisors, LLC in San Francisco, CA and has over 15 years of experience in the finance industry. Ira Fateman 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 putclients' interests first and comply with the...
Jennifer has over 26 year of financial services experience and is the founder and CEO of SkyOak Wealth Management. SkyOak is most known for Transitional Wealth Consulting & Preservation, Comprehensive Financial Planning, Risk Averse Portfolio Management, and Corporate Services such as 401k Plans & Stock Options plans. Her team consists of licensed advisors, an attorney, and para planners who each bring a high level of expertise in a certain area of financial services. SkyOak maintains offices in Menlo Park, Newport Beach, Las Vegas, and Medford Oregon, home of the corporate office.
Kai Chen (CRD# 2916984) is an Investment Advisor Representative working at Oceaniq Capital, LLC in Redwood Shores, CA and has over 15 years of experience in the finance industry. Headquartered in Silicon Valley, OceanIQ Capital is a diversified investment management firm operating as a global multi-family office. Our investment focus include cross-border wealth management, direct investment, and income real estate.
Kai is the Founder & Managing Director of OceanIQ Capital. As the company head, his primary role is to provide strategic vision, investment advisory, and relationship management....
At Dash Investments, we specialize in managing assets for private individuals with a focus on retirement planning and investment advisory services for those near to or in retirement. Individuals who have experienced major life events (such as the sale of a business, inheritance or retirement) retain our services in order to conservatively grow the value of their assets, while drawing on them to support their desired lifestyle.
Zain Griffith (CRD# 5741663) is an Investment Advisor Representative working at Dash Investments in Beverly Hills, CA and has over 15 years of experience in the finance...
James Dowd (CRD# 2109413) is an Investment Advisor Representative working at North Capital in San Francisco, CA and has over 30 years of experience in the finance industry.
Prior to forming North Capital, Mr. Dowd, who has 30 years of experience in the global financial markets, was a Senior Managing Director and Head of the Hedge Fund Advisory and Fund of Funds Team at Bear Stearns Asset Management. At Bear, he led the portfolio management team in advising clients and allocating capital to non-affiliate hedge funds. Before Bear, Mr. Dowd was Founder and Managing Partner at North Capital, LLC, a...
Jirayr Kembikian (CRD# 5930493) is an Investment Advisor Representative working at Citrine Capital, LLC in San Francisco, CA and has over 5 years of experience in the finance industry. Jirayr Kembikian 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...