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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
Jean Chai (CRD# 2127996) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vacaville, CA and has over 33 years of experience in the finance industry.
Michael Champion (CRD# 5564164) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Napa, CA and has over 15 years of experience in the finance industry.
Rita Chan (CRD# 4017821) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 24 years of experience in the finance industry. Rita Chan 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.
Waicheuk Chan (CRD# 2028479) is an Investment Advisor Representative working at Equitable Advisors, LLC in Martinez, CA and has over 29 years of experience in the finance industry.
Jack Chang (CRD# 4943665) is an Investment Advisor Representative working at Taibay Wealth Management LLC in Oakland, CA and has over 19 years of experience in the finance industry. Jack Chang 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.
Keo Chao (CRD# 5206791) is an Investment Advisor Representative working at Point4ward Financial Planning in Walnut Creek, CA and has over 17 years of experience in the finance industry. Keo Chao 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.
Vernon Chatman (CRD# 4042428) is an Investment Advisor Representative working at Avantax Advisory Services in Albany, CA and has over 24 years of experience in the finance industry.
Alphonsus Chen (CRD# 3064827) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Hercules, CA and has over 20 years of experience in the finance industry.
Eric Cheng (CRD# 6565031) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Walnut Creek, CA and has over 7 years of experience in the finance industry.
Caroline Cherezian (CRD# 6066328) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Walnut Creek, CA and has over 10 years of experience in the finance industry.