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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
Chuling Hsiao (CRD# 2994866) is an Investment Advisor Representative working at Eagle Strategies LLC in Cupertino, CA and has over 26 years of experience in the finance industry.
Hengfu Hsu (CRD# 5040238) is an Investment Advisor Representative working at Analytic Investment Management LLC in Cupertino, CA and has over 18 years of experience in the finance industry.
Wei Hua (CRD# 5461690) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cupertino, CA and has over 16 years of experience in the finance industry.
Nicola James (CRD# 1787585) is an Investment Advisor Representative working at Opes Wealth Management, LLC in Cupertino, CA and has over 11 years of experience in the finance industry.
Qing Ji (CRD# 2816386) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Cupertino, CA and has over 27 years of experience in the finance industry.
Erik Jue (CRD# 3186440) is an Investment Advisor Representative working at Morgan Stanley in Cupertino, CA and has over 24 years of experience in the finance industry.
Anandi Krishnamurthy (CRD# 6807787) is an Investment Advisor Representative working at Akrish Financial Advisory in Cupertino, CA and has over 10 years of experience in the finance industry. Anandi Krishnamurthy 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.
Andrew Lai (CRD# 5427710) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Cupertino, CA and has over 15 years of experience in the finance industry.
Mary Lai (CRD# 2749956) 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. Mary Lai 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.
Karen Landry (CRD# 1961856) is an Investment Advisor Representative working at The Tilted Funds Group, LLC in Cupertino, CA and has over 32 years of experience in the finance industry.