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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
Susan Brauner (CRD# 1020842) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Woodside, CA and has over 29 years of experience in the finance industry.
Laura Braverman (CRD# 2046140) is an Investment Advisor Representative working at Bluepointe Capital Management, LLC in Menlo Park, CA and has over 22 years of experience in the finance industry.
Brian Breckenridge (CRD# 3081708) is an Investment Advisor Representative working at Innovative Financial Advisors, LLC in San Ramon, CA and has over 25 years of experience in the finance industry.
Harvey Bresler (CRD# 6699983) is an Investment Advisor Representative working at Pwjohnson Wealth & Legacy, LLC in Los Altos, CA and has over 7 years of experience in the finance industry.
Megan Breslin (CRD# 5470825) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in Palo Alto, CA and has over 11 years of experience in the finance industry.
Aaron Brickley (CRD# 5326096) is an Investment Advisor Representative working at Brickley Wealth Management in Atherton, CA and has over 16 years of experience in the finance industry. Aaron Brickley 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.
Stephen Brickley (CRD# 3233791) is an Investment Advisor Representative working at Brickley Wealth Management in Atherton, CA and has over 25 years of experience in the finance industry.
Trevor Bright (CRD# 4254023) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Campbell, CA and has over 17 years of experience in the finance industry.
Brian Brightbill (CRD# 5004543) is an Investment Advisor Representative working at Prudential Financial Planning Services in San Jose, CA and has over 18 years of experience in the finance industry.
Jed Broce (CRD# 4172018) is an Investment Advisor Representative working at Wealthfront Advisers LLC in Palo Alto, CA and has over 23 years of experience in the finance industry.