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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
Michele Martin (CRD# 2497509) is an Investment Advisor Representative working at Missionsquare Retirement in San Jose, CA and has over 29 years of experience in the finance industry.
Joanne Mungall (CRD# 2185625) is an Investment Advisor Representative working at Commonwealth Financial Network in San Jose, CA and has over 31 years of experience in the finance industry. Joanne Mungall 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.
Tracy Newquist (CRD# 4338710) is an Investment Advisor Representative working at Dwr Wealth Management, LLC in San Jose, CA and has over 22 years of experience in the finance industry.
Wing Ng (CRD# 4584052) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in San Jose, CA and has over 21 years of experience in the finance industry.
Patrick O'marah (CRD# 2181306) is an Investment Advisor Representative working at Missionsquare Retirement in San Jose, CA and has over 31 years of experience in the finance industry.
Raymond Ortiz (CRD# 6137875) is an Investment Advisor Representative working at Missionsquare Retirement in San Jose, CA and has over 11 years of experience in the finance industry.
Gary Pereira (CRD# 1398662) is an Investment Advisor Representative working at Securities America Advisors, Inc. in San Jose, CA and has over 30 years of experience in the finance industry.
Vita Piazza (CRD# 1762396) is an Investment Advisor Representative working at Kalinowsky Asset Management in San Jose, CA and has over 34 years of experience in the finance industry.
Alex Quan (CRD# 5647292) is an Investment Advisor Representative working at Skysphere LLC in San Jose, CA and has over 15 years of experience in the finance industry.
Brooks Sackett (CRD# 1250855) is an Investment Advisor Representative working at Chief Capital Management, Inc. in San Jose, CA and has over 27 years of experience in the finance industry.