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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
Kim Colby (CRD# 7203629) is an Investment Advisor Representative working at Lifepro Asset Management in San Jose, CA and has 1 year of experience in the finance industry.
David Condensa (CRD# 7194638) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in San Jose, CA and has over 4 years of experience in the finance industry.
Jennifer Dazols (CRD# 4690383) is an Investment Advisor Representative working at Equita Financial Network, Inc. in San Jose, CA and has over 3 years of experience in the finance industry. Jennifer Dazols 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.
Vikram Ganu (CRD# 7501212) is an Investment Advisor Representative working at Ernst & Young Investment Advisers LLP in San Jose, CA and has over 2 years of experience in the finance industry.
Thuyvu Ho (CRD# 5489987) is an Investment Advisor Representative working at State Farm Investment Management Corp. in San Jose, CA and has over 15 years of experience in the finance industry.
Gregory Kaplan (CRD# 7695762) is an Investment Advisor Representative working at Newfront Retirement Services, Inc. in San Jose, CA and has 1 year of experience in the finance industry.
Apostolos Kiriazis (CRD# 7256976) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Jose, CA and has over 3 years of experience in the finance industry.
Joshua Lee (CRD# 6855144) is an Investment Advisor Representative working at Voya Retirement Advisors, LLC in San Jose, CA and has over 2 years of experience in the finance industry.
Xiuya Li (CRD# 7560860) is an Investment Advisor Representative working at Horizon Investment Services, Inc. in San Jose, CA and has 1 year of experience in the finance industry.
Gabriel McAuley (CRD# 7286167) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in San Jose, CA and has over 3 years of experience in the finance industry.