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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
Bryan Buchert (CRD# 6313198) is an Investment Advisor Representative working at Kera Capital Partners in San Jose, CA and has over 10 years of experience in the finance industry. Bryan Buchert 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.
Rajvinder Budwal (CRD# 2418007) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Jose, CA and has over 30 years of experience in the finance industry.
Jennifer Buhl (CRD# 5157946) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Mateo, CA and has over 17 years of experience in the finance industry.
Bonnie Buhnerkempe (CRD# 4022563) is an Investment Advisor Representative working at Avantax Advisory Services in San Ramon, CA and has over 24 years of experience in the finance industry.
Tu Bui (CRD# 2897393) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Pleasanton, CA and has over 27 years of experience in the finance industry.
Jennifer Buich (CRD# 4841672) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Ramon, CA and has over 18 years of experience in the finance industry.
Curtis Bunch (CRD# 3250758) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 24 years of experience in the finance industry.
Brent Bunger (CRD# 1488149) is an Investment Advisor Representative working at Legacy Capital Group California, Inc. in Los Gatos, CA and has over 22 years of experience in the finance industry. Brent Bunger 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.
David Burgess (CRD# 5126265) is an Investment Advisor Representative working at Wealthfront Advisers LLC in Palo Alto, CA and has over 13 years of experience in the finance industry.
Christopher Burke (CRD# 6610523) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Palo Alto, CA and has over 8 years of experience in the finance industry.