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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
Jonathan Wang (CRD# 7005981) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sunnyvale, CA and has over 4 years of experience in the finance industry.
Plato Wang (CRD# 6256679) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Sunnyvale, CA and has over 10 years of experience in the finance industry.
Garth Williams (CRD# 2431442) is an Investment Advisor Representative working at Honu Wealth Management in Sunnyvale, CA and has over 30 years of experience in the finance industry. Garth Williams 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.
Li Xu (CRD# 5394385) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Sunnyvale, CA and has over 14 years of experience in the finance industry.
Bing Zhang (CRD# 5518609) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Sunnyvale, CA and has over 15 years of experience in the finance industry.
Kristen Adams (CRD# 7276726) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Sunnyvale, CA and has over 3 years of experience in the finance industry.
Eyal Bilgrai (CRD# 5583180) is an Investment Advisor Representative working at Aba Capital LLC in Sunnyvale, CA and has over 15 years of experience in the finance industry.
John Conway (CRD# 7834416) is an Investment Advisor Representative working at Conway Partners in Sunnyvale, CA and has 1 year of experience in the finance industry.
Daniel Dols (CRD# 7388439) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Sunnyvale, CA and has over 2 years of experience in the finance industry.
Brendan Duffy (CRD# 7441040) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Sunnyvale, CA and has 1 year of experience in the finance industry.