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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
Xinting Huang (CRD# 6800644) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Ramon, CA and has over 6 years of experience in the finance industry.
Elizabeth Husserl (CRD# 6107210) is an Investment Advisor Representative working at Lion Street Advisors, LLC in San Ramon, CA and has over 11 years of experience in the finance industry.
Palash Islam (CRD# 4454779) is an Investment Advisor Representative working at Synergy Fg in San Ramon, CA and has over 22 years of experience in the finance industry. Palash Islam 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.
Rania Israel (CRD# 6773776) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Ramon, CA and has over 6 years of experience in the finance industry.
Tracy Jao (CRD# 3171897) is an Investment Advisor Representative working at Consilium Wealth Management in San Ramon, CA and has over 25 years of experience in the finance industry. Tracy Jao 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.
Christopher Johnson (CRD# 5584220) is an Investment Advisor Representative working at Mariner Independent in San Ramon, CA and has over 15 years of experience in the finance industry. Christopher Johnson 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.
Martin Johnson (CRD# 3009167) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in San Ramon, CA and has over 26 years of experience in the finance industry.
Raymond Jung (CRD# 1624740) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in San Ramon, CA and has over 30 years of experience in the finance industry.
Elliot Kallen (CRD# 2384508) is an Investment Advisor Representative working at Prosperity Financial Group, Inc. in San Ramon, CA and has over 30 years of experience in the finance industry.
Angelica Kangas (CRD# 2876429) is an Investment Advisor Representative working at Certified Planners, Inc. in San Ramon, CA and has over 14 years of experience in the finance industry. Angelica Kangas 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.