-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Timothy Cole (CRD# 2572823) is an Investment Advisor Representative working at Silicon Valley Retirement Services, LLC in San Jose, CA and has over 29 years of experience in the finance industry. Timothy Cole 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.
Diana Colmenares (CRD# 5637265) is an Investment Advisor Representative working at Commonwealth Financial Network in Marina, CA and has over 8 years of experience in the finance industry.
Christopher Combs (CRD# 2513134) is an Investment Advisor Representative working at Silicon Valley Capital Partners, LP in San Jose, CA and has over 29 years of experience in the finance industry.
Jeff Conforti (CRD# 1624993) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Campbell, CA and has over 30 years of experience in the finance industry.
Jason Connolly (CRD# 4708924) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in San Jose, CA and has over 20 years of experience in the finance industry. Jason Connolly 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.
Lisa Constant (CRD# 6411142) is an Investment Advisor Representative working at Edward Jones in Soquel, CA and has over 9 years of experience in the finance industry.
Rebecca Contin (CRD# 4317249) is an Investment Advisor Representative working at East Rock Financial Services, LLC in Santa Cruz, CA and has over 22 years of experience in the finance industry. Rebecca Contin 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.
Luis Contreras (CRD# 5742063) is an Investment Advisor Representative working at Contreras Financial, Inc. in Salinas, CA and has over 11 years of experience in the finance industry.
Daniel Cook (CRD# 1460432) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Scotts Valley, CA and has over 20 years of experience in the finance industry. Daniel Cook 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.
Brian Cooke (CRD# 4487791) is an Investment Advisor Representative working at Lpl Financial LLC in Capitola, CA and has over 22 years of experience in the finance industry.