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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
Grant Hansen (CRD# 5402264) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Jose, CA and has over 15 years of experience in the finance industry.
James Hanson (CRD# 2507473) is an Investment Advisor Representative working at James P. Hanson Accountancy Corporation in San Jose, CA and has over 19 years of experience in the finance industry.
John Hathaway (CRD# 7006807) is an Investment Advisor Representative working at Hathaway Financial LLC in San Jose, CA and has over 5 years of experience in the finance industry.
Richard Hillsbery (CRD# 5090808) is an Investment Advisor Representative working at Valmark Advisers, Inc. in San Jose, CA and has over 18 years of experience in the finance industry. Richard Hillsbery 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.
Stanley Himeno-Okamoto (CRD# 6322601) is an Investment Advisor Representative working at Drs Financial Partners LLC in San Jose, CA and has over 9 years of experience in the finance industry. Stanley Himeno-Okamoto 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.
Rodger Hobbs (CRD# 5083232) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Jose, CA and has over 18 years of experience in the finance industry. Rodger Hobbs 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.
Patrick Howlett (CRD# 1305928) is an Investment Advisor Representative working at Howlett Financial & Tax Services, Inc. in San Jose, CA and has over 39 years of experience in the finance industry.
Kevin Huynh (CRD# 5418716) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Jose, CA and has over 15 years of experience in the finance industry.
Danelle Jenetayeva (CRD# 6449014) is an Investment Advisor Representative working at Pi Wealth Plan LLC in San Jose, CA and has 1 year of experience in the finance industry. Danelle Jenetayeva 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.
Janet Josselyn (CRD# 6191927) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in San Jose, CA and has over 10 years of experience in the finance industry.