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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
Aaron Karas (CRD# 5302655) is an Investment Advisor Representative working at Insight Wealth Strategies, LLC in San Ramon, CA and has over 15 years of experience in the finance industry. Aaron Karas 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.
Matthew Kay (CRD# 3089004) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in San Ramon, CA and has over 25 years of experience in the finance industry.
Carl Keels (CRD# 1706175) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in San Ramon, CA and has over 27 years of experience in the finance industry.
Scott Kelley (CRD# 2143826) is an Investment Advisor Representative working at Lion Street Advisors, LLC in San Ramon, CA and has over 33 years of experience in the finance industry.
Rachael Kepke (CRD# 5496834) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in San Ramon, CA and has over 15 years of experience in the finance industry. Rachael Kepke 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.
Melissa Kielberg (CRD# 2355282) is an Investment Advisor Representative working at Prosperity Financial Group, Inc. in San Ramon, CA and has over 22 years of experience in the finance industry.
Melissa is not tied to any brokerage-promoted investment and believes every plan she develops is customized and conflict free. She is completely independent and can approach your needs objectively to carry out your wishes.
Today, Melissa uses her personal experiences and expertise to advise a wide range of clients, each with their own goals and situations.
John Kim (CRD# 4781735) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in San Ramon, CA and has over 19 years of experience in the finance industry.
John Kim (CRD# 2399257) is an Investment Advisor Representative working at Giving Tree Wealth Advisors in San Ramon, CA and has over 30 years of experience in the finance industry.
Joseph Kirlin (CRD# 807273) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 38 years of experience in the finance industry.
Scott Kishbaugh (CRD# 5704419) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in San Ramon, CA and has over 14 years of experience in the finance industry.