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Distance Only San Carlos, CA
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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
Matthew Rivera (CRD# 5671220) is an Investment Advisor Representative working at Abacus Wealth Partners in San Carlos, CA and has over 14 years of experience in the finance industry. Matthew Rivera 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.
Jan Schalkwijk (CRD# 2919553) is an Investment Advisor Representative working at Jps Global Investments, LLC in San Carlos, CA and has over 23 years of experience in the finance industry.
Robert Tracy (CRD# 5373086) is an Investment Advisor Representative working at Lpl Financial LLC in San Carlos, CA and has over 16 years of experience in the finance industry. Robert Tracy 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.
Bruce Van Alstyne (CRD# 861790) is an Investment Advisor Representative working at Van Alstyne & Co Inc. in San Carlos, CA and has 1 year of experience in the finance industry.
Alireza Asayesh (CRD# 7253678) is an Investment Advisor Representative working at Sea Breeze Analytics in San Carlos, CA and has over 4 years of experience in the finance industry.
Mallory Davis (CRD# 7738339) is an Investment Advisor Representative working at Ma Private Wealth, LLC in San Carlos, CA and has 1 year of experience in the finance industry. Mallory Davis 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.
Greg Feirman (CRD# 5149219) is an Investment Advisor Representative working at Top Gun Financial Planning in San Carlos, CA and has 1 year of experience in the finance industry.
Jizi Gu (CRD# 7474889) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Carlos, CA and has over 2 years of experience in the finance industry.
Nadine Thibault (CRD# 7337013) is an Investment Advisor Representative working at Releve Financial Group in San Carlos, CA and has 1 year of experience in the finance industry. Nadine Thibault 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.
Daniel Towers-Carbajal (CRD# 6690776) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in San Carlos, CA and has over 7 years of experience in the finance industry.