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Distance Only Burlingame, CA
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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
Stephanie Lee (CRD# 5580394) is an Investment Advisor Representative working at East Rock Financial Services, LLC in Burlingame, CA and has over 15 years of experience in the finance industry. Stephanie Lee 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.
Zana Lugo (CRD# 4654810) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Burlingame, CA and has over 20 years of experience in the finance industry.
David Magnuson (CRD# 6895494) is an Investment Advisor Representative working at Burlingame Wealth Management, LLC in Burlingame, CA and has 1 year of experience in the finance industry. David Magnuson 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.
Justin Mambaje (CRD# 6220350) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Burlingame, CA and has over 10 years of experience in the finance industry.
John Marty (CRD# 2822873) is an Investment Advisor Representative working at Rb Capital Management, LLC in Burlingame, CA and has over 27 years of experience in the finance industry.
Carolyn Masline (CRD# 5166131) is an Investment Advisor Representative working at Caregen Wealth Management in Burlingame, CA and has 1 year of experience in the finance industry. Carolyn Masline 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.
Stanley Morrical (CRD# 4287823) is an Investment Advisor Representative working at Global Retirement Partners LLC in Burlingame, CA and has over 23 years of experience in the finance industry.
Emmanuel Obel (CRD# 4865822) is an Investment Advisor Representative working at Obel Financial Advisors in Burlingame, CA and has over 19 years of experience in the finance industry.
Linda Pappas (CRD# 6501144) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Burlingame, CA and has over 8 years of experience in the finance industry.
John Pivirotto (CRD# 1471025) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Burlingame, CA and has over 27 years of experience in the finance industry.