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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
Timothy Brown (CRD# 4540458) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Carmel, CA and has over 18 years of experience in the finance industry.
Zachary Brown (CRD# 4993462) is an Investment Advisor Representative working at Edward Jones in Scotts Valley, CA and has over 18 years of experience in the finance industry.
Patricia Brukoff (CRD# 5101534) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 17 years of experience in the finance industry.
Rajvinder Budwal (CRD# 2418007) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Jose, CA and has over 30 years of experience in the finance industry.
Chris Buich (CRD# 5621515) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Santa Cruz, CA and has over 15 years of experience in the finance industry.
Brent Bunger (CRD# 1488149) is an Investment Advisor Representative working at Legacy Capital Group California, Inc. in Los Gatos, CA and has over 22 years of experience in the finance industry. Brent Bunger 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.
Jennifer Bush (CRD# 4730785) is an Investment Advisor Representative working at Mainstreet Financial Planning, Inc. in Los Gatos, CA and has over 20 years of experience in the finance industry. Jennifer Bush 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.
Sean Buxton (CRD# 4697339) is an Investment Advisor Representative working at Legacy Capital Group California, Inc. in Los Gatos, CA and has over 20 years of experience in the finance industry. Sean Buxton 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.
Christopher Byfield (CRD# 5656013) is an Investment Advisor Representative working at Diversified Financial in Scotts Valley, CA and has over 14 years of experience in the finance industry.
Cristofer Cabanillas (CRD# 4048836) is an Investment Advisor Representative working at Monterey Private Wealth, Inc. in Monterey, CA and has over 23 years of experience in the finance industry. Cristofer Cabanillas 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.