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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
Damon Focaracci (CRD# 2978087) is an Investment Advisor Representative working at Wells Fargo Advisors in San Jose, CA and has over 26 years of experience in the finance industry.
Jay Fong (CRD# 3242313) is an Investment Advisor Representative working at Concentrum Wealth Management in San Jose, CA and has over 24 years of experience in the finance industry. Jay Fong 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.
Jeffery Fong (CRD# 2472690) is an Investment Advisor Representative working at Concentrum Wealth Management in San Jose, CA and has over 29 years of experience in the finance industry. Jeffery Fong 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.
Maureen Fong (CRD# 1384750) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Jose, CA and has over 38 years of experience in the finance industry.
Ian Foo (CRD# 5822647) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Jose, CA and has over 13 years of experience in the finance industry.
Christine Forter (CRD# 2041261) is an Investment Advisor Representative working at Lpl Financial LLC in Campbell, CA and has over 17 years of experience in the finance industry.
Robert Fortino (CRD# 4540160) is an Investment Advisor Representative working at Edward Jones in Gilroy, CA and has over 21 years of experience in the finance industry.
Keith France (CRD# 3273902) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Jose, CA and has over 24 years of experience in the finance industry.
Jeffrey Frederickson (CRD# 5831062) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Jose, CA and has over 10 years of experience in the finance industry.
Robert Frederickson (CRD# 1400589) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Jose, CA and has over 38 years of experience in the finance industry.