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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
Selma Hackett (CRD# 7853480) is an Investment Advisor Representative working at Capital Advantage, Inc. in Walnut Creek, CA and has 1 year of experience in the finance industry.
Li Lu (CRD# 6466577) is an Investment Advisor Representative working at Inceptionr LLC in Lafayette, CA and has over 3 years of experience in the finance industry.
Noah Rodriguez (CRD# 6998250) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Lafayette, CA and has over 5 years of experience in the finance industry.
Anita Singh (CRD# 4924334) is an Investment Advisor Representative working at Meridian Investment Counsel, Inc. in Lafayette, CA and has over 18 years of experience in the finance industry. Anita Singh 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.
Toan Ta (CRD# 6336916) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lafayette, CA and has 1 year of experience in the finance industry.
Brian Wang (CRD# 6404954) is an Investment Advisor Representative working at Capital Advantage, Inc. in Walnut Creek, CA and has 1 year of experience in the finance industry.
Theodore Lew (CRD# 3262592) is an Investment Advisor Representative working at Captrust in San Ramon, CA and has over 15 years of experience in the finance industry. Theodore Lew 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.
Background: David believes in the liberating power of investing for the future, and its significance when striving for financial freedom. As a Financial Advisor, he pursues his two greatest passions: Personal financial planning, and helping others achieve their goals.
Principles: He applies the same diligence to his clients’ finances as he does for his own family. His financial advisory practice is guided by the following five principles: Stewardship, Wealth Management, Evidence-Based Investing, Continuous Learning & Financial Harmony.
Education: University of Southern California, MBA, Consortium...