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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
Jason Connolly (CRD# 4708924) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in San Jose, CA and has over 20 years of experience in the finance industry. Jason Connolly 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.
Lisa Constant (CRD# 6411142) is an Investment Advisor Representative working at Edward Jones in Soquel, CA and has over 9 years of experience in the finance industry.
Rebecca Contin (CRD# 4317249) is an Investment Advisor Representative working at East Rock Financial Services, LLC in Santa Cruz, CA and has over 23 years of experience in the finance industry. Rebecca Contin 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.
Diego Contreras (CRD# 6616420) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Palo Alto, CA and has over 7 years of experience in the finance industry.
Marianne Conway (CRD# 1214241) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Los Altos, CA and has over 25 years of experience in the finance industry.
Daniel Cook (CRD# 1460432) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Scotts Valley, CA and has over 20 years of experience in the finance industry. Daniel Cook 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.
Brian Cooke (CRD# 4487791) is an Investment Advisor Representative working at Lpl Financial LLC in Capitola, CA and has over 22 years of experience in the finance industry.
David Cooper (CRD# 2868468) 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.
Kc Corkery (CRD# 5539929) is an Investment Advisor Representative working at Corient in Menlo Park, CA and has over 15 years of experience in the finance industry.
Gary Cornford (CRD# 1996344) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cupertino, CA and has over 34 years of experience in the finance industry.