Distance Metro area (25 miles)
- 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
Jeff has 18+ years of experience in the investment advisory services industry. He is a Chartered Retirement Planning Counselor, an Accredited Asset Management Specialist, and an Accredited Wealth Management Advisor through the College for Financial Planning. As a previous financial advisor with Ameriprise Financial for 10 years, Jeff successfully co-managed and serviced approximately $220 million of client investment assets before starting JST Investment Consulting, Inc. (JST) in 2011. Jeff is a Fiduciary, the lead client advisor and business development manager for JST. Holding dual business...
Tat Gary Tsui (CRD# 5795397) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Temple City, CA and has over 7 years of experience in the finance industry.
Sean Chang (CRD# 6760035) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Temple City, CA and has 1 year of experience in the finance industry.
Hello. We’re Equalis Financial and we have the financial help you’re looking for.
Focused whole-heartedly on the principle of equality, we’re an independent, fee-only firm specializing in financial planning and investment management services for the LGBTQ community, women, and young professionals.
We believe such individuals deserve fair access to financial advisement that fits their unique needs with sexual orientation, marital status, or net worth appearing as no basis for discrimination. This is too often the case in the black-and-white world of financial planning, but not here.
At Dash Investments, we specialize in managing assets for private individuals with a focus on retirement planning and investment advisory services for those near to or in retirement. Individuals who have experienced major life events (such as the sale of a business, inheritance or retirement) retain our services in order to conservatively grow the value of their assets, while drawing on them to support their desired lifestyle.
Morris Amiri (CRD# 4266581) is an Investment Advisor Representative working at Dash Investments in Beverly Hills, CA and has over 20 years of experience in the finance...