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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
Jennifer Schmitz (CRD# 3075539) is an Investment Advisor Representative working at Gencap Portfolio Management in Tiburon, CA and has over 25 years of experience in the finance industry.
Michael Vogel (CRD# 1444904) is an Investment Advisor Representative working at Gencap Portfolio Management in Tiburon, CA and has over 37 years of experience in the finance industry. Michael Vogel 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.
Andrew Williams (CRD# 1050171) is an Investment Advisor Representative working at Gencap Portfolio Management in Tiburon, CA and has over 37 years of experience in the finance industry.
Robert Barnes (CRD# 4044191) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tiburon, CA and has over 21 years of experience in the finance industry.
Stacy Daher (CRD# 7138931) is an Investment Advisor Representative working at Tiburon Financial Advisors, Inc. in Tiburon, CA and has over 5 years of experience in the finance industry.
Denise Doley (CRD# 4231817) is an Investment Advisor Representative working at Guardian Investment Management in Tiburon, CA and has over 23 years of experience in the finance industry.
Christopher Rubin (CRD# 1990345) is an Investment Advisor Representative working at Vendome Capital Management LLC in Tiburon, CA and has over 21 years of experience in the finance industry.
Gregory Smith (CRD# 3170511) is an Investment Advisor Representative working at Baer Investment Advisory LLC in Tiburon, CA and has 1 year of experience in the finance industry.