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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
Caroline Curts (CRD# 5567150) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in Palo Alto, CA and has over 15 years of experience in the finance industry. Caroline Curts 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.
Daniel Cutright (CRD# 1051189) is an Investment Advisor Representative working at Mml Investors Services, LLC in San Jose, CA and has over 24 years of experience in the finance industry.
Daniel D'orazio (CRD# 4818393) is an Investment Advisor Representative working at Scharf Investments, LLC in Los Gatos, CA and has over 6 years of experience in the finance industry.
Milind Dalal (CRD# 2368965) is an Investment Advisor Representative working at Clarity Wealth Advisors in San Jose, CA and has over 30 years of experience in the finance industry.
Matt Damelio (CRD# 2680885) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 28 years of experience in the finance industry.
Nhan Dang (CRD# 6782323) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Los Gatos, CA and has over 7 years of experience in the finance industry.
Marivic Dar (CRD# 2284458) is an Investment Advisor Representative working at Prudential Financial Planning Services in San Jose, CA and has over 31 years of experience in the finance industry.
Manoj Das (CRD# 6212351) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Campbell, CA and has over 9 years of experience in the finance industry.
Colin Dasanjh (CRD# 5565771) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Palo Alto, CA and has over 15 years of experience in the finance industry.
Katherine Davalos (CRD# 6374426) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in San Jose, CA and has over 9 years of experience in the finance industry. Katherine Davalos 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.