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
Mark Vicencio (CRD# 4105009) is an Investment Advisor Representative working at Lowery Thomas, LLC in Orinda, CA and has over 17 years of experience in financial planning and investment advisory services.
Lowery Thomas, LLC focuses on investment advisory services, wealth management and comprehensive financial planning. We are professionals with expertise in financial planning, taxes and investments. Lowery Thomas has four Registered Investment Advisors including two CPAs and one Certified Financial Planner with a Masters in Taxation as principals of the firm. With our firm wide expertise,...
William Martin, CFA (CRD# 1568084) is a Registered Investment Advisor and founding principal at Altos Investments, Inc. in Los Altos, CA and has 30 years of experience in the investment industry.
Bill Martin started Altos Investments after a highly successful 25 year career as a Mutual Fund manager. He has managed over $10+ billion in investments for institutions worldwide and across all asset classes including stocks, bonds, commodities, and currencies. Bill began his career as an advisor to individuals, and founded Altos Investments in 2016 to get back to those roots.
As an institutional...
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.
Zain Griffith (CRD# 5741663) is an Investment Advisor Representative working at Dash Investments in Beverly Hills, CA and has over 15 years of experience in the finance...
David Meyers (CRD# 3202058) is an Investment Advisor Representative working at Meyers Wealth Management in Palo Alto, CA and has over 7 years of experience in the finance industry.
David started in the Arbitrage Group at Salomon Brothers in New York in 1993 and spent several years modeling complex structured fixed-income products, particularly focusing on mortgage-backed securities and the prepayment models. After that, he served at various roles at a hedge fund and two institutional money management firms modeling securities and portfolios and focusing especially on risk management and quantitative...
Melissa Kielberg (CRD# 2355282) is an Investment Advisor Representative working at Prosperity Financial Group, Inc. in San Ramon, CA and has over 22 years of experience in the finance industry.
Melissa is not tied to any brokerage-promoted investment and believes every plan she develops is customized and conflict free. She is completely independent and can approach your needs objectively to carry out your wishes.
Today, Melissa uses her personal experiences and expertise to advise a wide range of clients, each with their own goals and situations.
Charles Benziger (CRD# 2624958) is an Investment Advisor Representative working at Parkside Capital Advisors, LLC in San Francisco, CA and has over 3 years of experience in the finance industry.
Jennifer has over 26 year of financial services experience and is the founder and CEO of SkyOak Wealth Management. SkyOak is most known for Transitional Wealth Consulting & Preservation, Comprehensive Financial Planning, Risk Averse Portfolio Management, and Corporate Services such as 401k Plans & Stock Options plans. Her team consists of licensed advisors, an attorney, and para planners who each bring a high level of expertise in a certain area of financial services. SkyOak maintains offices in Menlo Park, Newport Beach, Las Vegas, and Medford Oregon, home of the corporate office.
Kai Chen (CRD# 2916984) is an Investment Advisor Representative working at Oceaniq Capital, LLC in Redwood Shores, CA and has over 15 years of experience in the finance industry. Headquartered in Silicon Valley, OceanIQ Capital is a diversified investment management firm operating as a global multi-family office. Our investment focus include cross-border wealth management, direct investment, and income real estate.
Kai is the Founder & Managing Director of OceanIQ Capital. As the company head, his primary role is to provide strategic vision, investment advisory, and relationship management....