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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 McNertney, CFP®, Director
John is a Director and a member of the Business Development Team with Polaris Greystone. John has extensive experience within the financial services industry, having worked at TD Ameritrade and Merrill Lynch prior to joining the Polaris Greystone team. John meets directly with clients and prospective clients to communicate Polaris Greystone's investment strategies and review all financial planning needs.
John is a graduate of the University of Iowa, where he earned a BS degree with a major in psychology and minors in French and philosophy. He is also a Certified...
Jean Schwarz (CRD# 2151747) is an Investment Advisor Representative working at Lumina Financial Consultants, LLC in Sausalito, CA and has over 26 years of experience in the finance industry. Jean Schwarz 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.
Bugra Bakan (CRD# 4524172) is an Investment Advisor Representative working at Shield Wealth Management in Sausalito, CA and has over 15 years of experience in the finance industry. Bugra Bakan 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.
William Hageboeck (CRD# 2397496) is an Investment Advisor Representative working at Abbrea Capital, LLC in Sausalito, CA and has over 20 years of experience in the finance industry. William Hageboeck 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.
David Hudson (CRD# 5312926) is an Investment Advisor Representative working at Abbrea Capital, LLC in Sausalito, CA and has over 9 years of experience in the finance industry. David Hudson 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.
David Levinson (CRD# 1655781) is an Investment Advisor Representative working at The Strategic Financial Alliance in Sausalito, CA and has over 17 years of experience in the finance industry. David Levinson 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.
Robert Newman (CRD# 1037553) is an Investment Advisor Representative working at Aperio Group, LLC in Sausalito, CA and has over 35 years of experience in the finance industry.
Robert Oliver (CRD# 2407919) is an Investment Advisor Representative working at Verity Wealth Advisors, LLC in Sausalito, CA and has over 24 years of experience in the finance industry. Robert Oliver 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.
William Osher (CRD# 1745860) is an Investment Advisor Representative working at Abbrea Capital, LLC in Sausalito, CA and has over 24 years of experience in the finance industry.
Shahram Tajback (CRD# 4441479) is an Investment Advisor Representative working at Mathematica Capital Management, LLC in Sausalito, CA and has over 16 years of experience in the finance industry.