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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
Yinyi Chen (CRD# 2086259) is an Investment Advisor Representative working at Castle Group Investment Counsel, Inc. in Arcadia, CA and has over 31 years of experience in the finance industry.
Yu Chen (CRD# 6122948) is an Investment Advisor Representative working at Infinity Financial Services Advisory in South El Monte, CA and has over 11 years of experience in the finance industry. Yu Chen 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.
Mindy Cheng (CRD# 5514916) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Temple City, CA and has over 15 years of experience in the finance industry.
Timothy Cheng (CRD# 5051247) is an Investment Advisor Representative working at Cheng Wealth Management, LLC in San Dimas, CA and has over 18 years of experience in the finance industry.
Dempster Cherry (CRD# 5988890) is an Investment Advisor Representative working at D'arcy Wealth Management, Inc. - A California Corporation in Corona, CA and has over 12 years of experience in the finance industry.
Duvan Chiang (CRD# 1921628) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Glendora, CA and has over 29 years of experience in the finance industry.
Betty Chin (CRD# 5359336) is an Investment Advisor Representative working at Edward Jones in Brea, CA and has over 5 years of experience in the finance industry.
Jose Ching (CRD# 2144078) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in City Of Industry, CA and has over 32 years of experience in the finance industry.
Irene Choi (CRD# 3168175) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Arcadia, CA and has over 25 years of experience in the finance industry.
Andrew Chou (CRD# 4843302) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Diamond Bar, CA and has over 18 years of experience in the finance industry. Andrew Chou 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.