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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
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.
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.
Amy Knox (CRD# 5304635) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in San Ramon, CA and has over 10 years of experience in the finance industry.
Stephen Koh (CRD# 4582005) is an Investment Advisor Representative working at Park Avenue Securities LLC in San Ramon, CA and has over 21 years of experience in the finance industry.
Kevin Kuehn (CRD# 4875040) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in San Ramon, CA and has over 18 years of experience in the finance industry.
Ryan Lam (CRD# 6539345) is an Investment Advisor Representative working at Fountainhead Advisors in San Ramon, CA and has over 8 years of experience in the finance industry.
Stephanie Langbaum (CRD# 6185757) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in San Ramon, CA and has over 5 years of experience in the finance industry.
John Lau (CRD# 2207128) is an Investment Advisor Representative working at Robertson Stephens in San Ramon, CA and has over 26 years of experience in the finance industry. John Lau 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.
Gibran Le (CRD# 6687716) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in San Ramon, CA and has over 5 years of experience in the finance industry.
Donald Ledoux (CRD# 4923171) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in San Ramon, CA and has over 19 years of experience in the finance industry. Donald Ledoux 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.