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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
David Chase (CRD# 4841016) is an Investment Advisor Representative working at Castlewood Financial Advisors, LLC in Danville, CA and has over 19 years of experience in the finance industry.
Christopher Chatto (CRD# 6525630) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Danville, CA and has over 8 years of experience in the finance industry.
Vu Chau (CRD# 5960097) is an Investment Advisor Representative working at Principal Securities, Inc. in Walnut Creek, CA and has over 12 years of experience in the finance industry.
David Chazin (CRD# 4506422) is an Investment Advisor Representative working at Insight Wealth Strategies, LLC in San Ramon, CA and has over 22 years of experience in the finance industry.
Siulieng Chea-Jerez (CRD# 6053131) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oakland, CA and has over 12 years of experience in the finance industry.
Wade Cheatham (CRD# 5445017) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Walnut Creek, CA and has over 15 years of experience in the finance industry. Wade Cheatham 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.
Alphonsus Chen (CRD# 3064827) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Hercules, CA and has over 21 years of experience in the finance industry.
Hongze Chen (CRD# 3095555) is an Investment Advisor Representative working at Mml Investors Services, LLC in Pleasanton, CA and has over 25 years of experience in the finance industry. Hongze 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.
Ming Chen (CRD# 4859190) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Walnut Creek, CA and has over 19 years of experience in the finance industry.
Minyi Chen (CRD# 5926022) is an Investment Advisor Representative working at Qubed Capital, LLC in Oakland, CA and has 1 year of experience in the finance industry.