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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
Elizabeth Cody (CRD# 2861950) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in Palo Alto, CA and has over 24 years of experience in the finance industry. Elizabeth Cody 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.
Parker Coelho (CRD# 6506941) is an Investment Advisor Representative working at Wealthfront Advisers LLC in Palo Alto, CA and has over 8 years of experience in the finance industry.
Carrianne Coffey (CRD# 3087372) is an Investment Advisor Representative working at Fisher Investments in Woodside, CA and has over 25 years of experience in the finance industry.
Bruce Cohen (CRD# 1001452) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Soquel, CA and has over 38 years of experience in the finance industry. Bruce Cohen 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.
Ryan Cole (CRD# 6086737) is an Investment Advisor Representative working at Fisher Investments in Woodside, CA and has over 9 years of experience in the finance industry.
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.
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.
Marc Compton (CRD# 2251843) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 31 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.
Phillip Conlon (CRD# 2255031) is an Investment Advisor Representative working at Honu Wealth Management in Sunnyvale, CA and has over 31 years of experience in the finance industry.