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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
Qui Hua (CRD# 4964063) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Rafael, CA and has over 17 years of experience in the finance industry.
Justin Hult (CRD# 2888652) is an Investment Advisor Representative working at Wealthspire Advisors in San Rafael, CA and has 1 year of experience in the finance industry.
Heather Hutchinson (CRD# 2695325) is an Investment Advisor Representative working at Hutchinson & Ziegler Financial Advisors, Inc. in San Rafael, CA and has over 27 years of experience in the finance industry. Heather Hutchinson 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.
Meghan Hyland (CRD# 6515535) is an Investment Advisor Representative working at Westhill Financial Advisors, Inc. in San Rafael, CA and has over 8 years of experience in the finance industry.
Nicholas Imbimbo (CRD# 6416779) is an Investment Advisor Representative working at Equitable Advisors, LLC in San Rafael, CA and has over 9 years of experience in the finance industry.
Dena Izumigawa (CRD# 5052380) is an Investment Advisor Representative working at Lpl Financial LLC in San Rafael, CA and has over 18 years of experience in the finance industry. Dena Izumigawa 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.
Terra Jahns (CRD# 2387514) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 9 years of experience in the finance industry.
Lisa James (CRD# 1431340) is an Investment Advisor Representative working at Ingalls & Snyder LLC in San Rafael, CA and has over 37 years of experience in the finance industry.
Jason Jeskey (CRD# 5927634) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 12 years of experience in the finance industry.