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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
Leo Chien (CRD# 4169619) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Gabriel, CA and has over 20 years of experience in the finance industry.
Georgene Grattan (CRD# 1085145) is an Investment Advisor Representative working at Grattan Financial Strategies, Inc. in San Gabriel, CA and has over 39 years of experience in the finance industry.
John Heller (CRD# 1980325) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Gabriel, CA and has over 31 years of experience in the finance industry.
Pasawan Hernandez (CRD# 2386078) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in San Gabriel, CA and has over 28 years of experience in the finance industry. Pasawan Hernandez 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.
Richard Hsieh (CRD# 2934210) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Gabriel, CA and has over 24 years of experience in the finance industry.
Philip Hurst (CRD# 1557100) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Gabriel, CA and has over 35 years of experience in the finance industry.
Tony Kim (CRD# 5405885) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Gabriel, CA and has over 14 years of experience in the finance industry.
Tsz Kwan Lau (CRD# 6295070) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Gabriel, CA and has over 7 years of experience in the finance industry.
Michael Lee (CRD# 5735484) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Gabriel, CA and has over 5 years of experience in the finance industry.
Chia-ying Lin (CRD# 4606772) is an Investment Advisor Representative working at American Vision Advisors LLC in San Gabriel, CA and has over 19 years of experience in the finance industry.