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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
Darrach Bourke (CRD# 5255413) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 17 years of experience in the finance industry.
Robert Boyd (CRD# 2329701) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Mateo, CA and has over 30 years of experience in the finance industry.
Zack Brough (CRD# 5674690) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 10 years of experience in the finance industry.
Brett Bucher (CRD# 3166791) is an Investment Advisor Representative working at Bucher Wealth Advisors in San Mateo, CA and has over 25 years of experience in the finance industry. Brett Bucher 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.
Jennifer Buhl (CRD# 5157946) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Mateo, CA and has over 16 years of experience in the finance industry.
Kevin Carlson (CRD# 4967975) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Mateo, CA and has over 18 years of experience in the finance industry.
Luis Casian (CRD# 4797729) is an Investment Advisor Representative working at Fisher Investments in San Mateo, CA and has over 19 years of experience in the finance industry.
Christopher Castillo (CRD# 6455076) is an Investment Advisor Representative working at Fisher Investments in San Mateo, CA and has over 8 years of experience in the finance industry.
Margaret Chan (CRD# 5577320) is an Investment Advisor Representative working at Fisher Investments in San Mateo, CA and has over 15 years of experience in the finance industry.
Joshua Chapin (CRD# 5825638) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 13 years of experience in the finance industry.