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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
Kerstin Eriksson-Splawn (CRD# 2319625) is an Investment Advisor Representative working at Wealth By Design, LLC in Saratoga, CA and has over 31 years of experience in the finance industry. Kerstin Eriksson-Splawn 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.
Ann Escobar (CRD# 1806439) is an Investment Advisor Representative working at Lpl Financial LLC in Campbell, CA and has over 10 years of experience in the finance industry.
Ying Fang (CRD# 4356984) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cupertino, CA and has over 23 years of experience in the finance industry.
David Farkouh (CRD# 4244861) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Jose, CA and has over 20 years of experience in the finance industry. David Farkouh 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.
Cheryl Farley (CRD# 1475242) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cupertino, CA and has over 38 years of experience in the finance industry.
David Faulk (CRD# 5021007) is an Investment Advisor Representative working at Montage Financial Advisors in Morgan Hill, CA and has over 18 years of experience in the finance industry. David Faulk 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.
Joel Feng (CRD# 7065801) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Jose, CA and has over 5 years of experience in the finance industry.
Andrew D. Ferguson (CRD# 4582578) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Gatos, CA and has over 21 years of experience in the finance industry.
Laura Ferguson (CRD# 5336483) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Scotts Valley, CA and has over 16 years of experience in the finance industry.