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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
Hooman Altafi (CRD# 2165578) is an Investment Advisor Representative working at Alta Financial Group in Campbell, CA and has over 16 years of experience in the finance industry.
Kuldip Ambastha (CRD# 4681593) is an Investment Advisor Representative working at Ambastha Financial LLC in Mountain View, CA and has over 5 years of experience in the finance industry.
Miles Amodeo (CRD# 6846796) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Menlo Park, CA and has over 6 years of experience in the finance industry. Miles Amodeo 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.
Aaron Anderson (CRD# 2800038) is an Investment Advisor Representative working at Fisher Investments in Woodside, CA and has over 26 years of experience in the finance industry.
Thomas Anderson (CRD# 1388813) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Palo Alto, CA and has over 38 years of experience in the finance industry.
Vanessa Anderson (CRD# 3278859) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Palo Alto, CA and has over 24 years of experience in the finance industry.
Madalina Andrei (CRD# 5858896) is an Investment Advisor Representative working at Edward Jones in Mountain View, CA and has over 13 years of experience in the finance industry. Madalina Andrei 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.
John Anzaldua (CRD# 2107126) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Cruz, CA and has over 33 years of experience in the finance industry.
Dawn Aquilina (CRD# 5258324) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Palo Alto, CA and has over 16 years of experience in the finance industry.
Veronica Aquilina (CRD# 6024935) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Palo Alto, CA and has over 6 years of experience in the finance industry.