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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
We-yu Chou (CRD# 2473767) is an Investment Advisor Representative working at New Assets Investment Advisors LLC in Milpitas, CA and has over 12 years of experience in the finance industry.
Yi Ping Chou (CRD# 4882398) is an Investment Advisor Representative working at Emerson Equity LLC in Sunnyvale, CA and has over 19 years of experience in the finance industry.
Robert Choy (CRD# 2641028) is an Investment Advisor Representative working at Edelman Financial Engines in Santa Clara, CA and has over 23 years of experience in the finance industry. Robert Choy 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.
Shu-ming Chu (CRD# 2820999) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cupertino, CA and has over 27 years of experience in the finance industry.
Wallace Chu (CRD# 2562655) is an Investment Advisor Representative working at Lpl Financial LLC in San Jose, CA and has over 29 years of experience in the finance industry. Wallace Chu 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.
Tom Chun (CRD# 4722056) is an Investment Advisor Representative working at Honu Wealth Management in Sunnyvale, CA and has over 19 years of experience in the finance industry. Tom Chun 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.
Kun Lin Chung (CRD# 5016139) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Cupertino, CA and has over 18 years of experience in the finance industry.
Raymond Chung (CRD# 4299872) is an Investment Advisor Representative working at Emerald Waves Investments, LLC in Cupertino, CA and has over 23 years of experience in the finance industry.
Darrin Cianci (CRD# 4828100) is an Investment Advisor Representative working at Fisher Investments in Woodside, CA and has over 19 years of experience in the finance industry.
Joanne Cirocco (CRD# 1374022) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Jose, CA and has over 27 years of experience in the finance industry.