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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
Michael Klein (CRD# 3042810) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sunnyvale, CA and has over 23 years of experience in the finance industry.
Tanner Kohl (CRD# 6937271) is an Investment Advisor Representative working at Edward Jones in Sunnyvale, CA and has over 5 years of experience in the finance industry.
Suki Lee (CRD# 2248363) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sunnyvale, CA and has over 31 years of experience in the finance industry.
Julia Lin (CRD# 3222015) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Sunnyvale, CA and has over 24 years of experience in the finance industry.
Lan Lin (CRD# 4808937) is an Investment Advisor Representative working at Lpl Financial LLC in Sunnyvale, CA and has over 19 years of experience in the finance industry.
Martin Lopez (CRD# 4017397) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sunnyvale, CA and has over 22 years of experience in the finance industry.
Yadira Luna (CRD# 6454045) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Sunnyvale, CA and has over 8 years of experience in the finance industry.
Benjamin Lundquist (CRD# 5284490) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sunnyvale, CA and has over 16 years of experience in the finance industry.
Min Ma (CRD# 4766796) is an Investment Advisor Representative working at Lpl Financial LLC in Sunnyvale, CA and has over 19 years of experience in the finance industry.
Yuenman Mak (CRD# 3007876) is an Investment Advisor Representative working at Lpl Financial LLC in Sunnyvale, CA and has over 25 years of experience in the finance industry. Yuenman Mak 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.