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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
Christen Sando (CRD# 6953340) is an Investment Advisor Representative working at Columbia Asset Management, LLC in San Jose, CA and has over 5 years of experience in the finance industry.
Sajni Shah (CRD# 5197130) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in San Jose, CA and has over 17 years of experience in the finance industry.
Linda Smestad (CRD# 3006012) is an Investment Advisor Representative working at Commonwealth Financial Network in San Jose, CA and has over 26 years of experience in the finance industry.
Alina Sohng (CRD# 5696695) is an Investment Advisor Representative working at Adero Partners, LLC in San Jose, CA and has over 14 years of experience in the finance industry. Alina Sohng 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.
Madhu Tahiliani (CRD# 2257771) is an Investment Advisor Representative working at Mml Investors Services, LLC in San Jose, CA and has over 31 years of experience in the finance industry.
Michael Toy (CRD# 4013098) is an Investment Advisor Representative working at Avantax Advisory Services in San Jose, CA and has over 21 years of experience in the finance industry.
Tuan Tran (CRD# 4923678) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Jose, CA and has over 7 years of experience in the finance industry.
Michael Tuft (CRD# 1198812) is an Investment Advisor Representative working at Yrd Retirement Plan Advisors in San Jose, CA and has over 40 years of experience in the finance industry.
Qian Wang (CRD# 2813118) is an Investment Advisor Representative working at Jw Golden Gate Investment, LLC in San Jose, CA and has over 27 years of experience in the finance industry.
Shuai Wang (CRD# 4725754) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in San Jose, CA and has over 19 years of experience in the finance industry.