-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Jennifer has over 29 year of financial services experience and is the founder and CEO of SkyOak Capital. SkyOak is most known for Transitional Wealth Consulting & Preservation, Comprehensive Financial Planning, Risk Averse Portfolio Management, and Corporate Services such as 401k Plans & Stock Options plans. Her team consists of licensed advisors, an attorney, and para planners who each bring a high level of expertise in a certain area of financial services. SkyOak maintains offices in Menlo Park, Newport Beach, Medford, Oregon and Las Vegas home of the corporate office.
Jennifer’s unique...
Walter Brown (CRD# 6680311) is an Investment Advisor Representative working at Park Avenue Securities LLC in Las Vegas, NV and has over 6 years of experience in the finance industry. Walter Brown 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.
Brian Buckley (CRD# 857260) is an Investment Advisor Representative working at Buckley Wealth Management, LLC in Las Vegas, NV and has over 44 years of experience in the finance industry.
Rebecca Buckley (CRD# 1015137) is an Investment Advisor Representative working at Strategic Portfolio Advisors in Las Vegas, NV and has over 42 years of experience in the finance industry. Rebecca Buckley 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.
Steven Budin (CRD# 2388479) is an Investment Advisor Representative working at Lpl Financial LLC in Las Vegas, NV and has over 30 years of experience in the finance industry.
Sandra Burke (CRD# 6386278) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Las Vegas, NV and has over 9 years of experience in the finance industry.
Jeanne Burmeister (CRD# 4907177) is an Investment Advisor Representative working at Edward Jones in Las Vegas, NV and has over 18 years of experience in the finance industry.
Andrea Butler (CRD# 6206040) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Las Vegas, NV and has over 10 years of experience in the finance industry.
Ricardo Cabrera (CRD# 5632596) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Las Vegas, NV and has over 14 years of experience in the finance industry.
Steven Cahoon (CRD# 1112012) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Las Vegas, NV and has over 41 years of experience in the finance industry.
Lorraine Calcote (CRD# 2960795) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Las Vegas, NV and has over 26 years of experience in the finance industry. Lorraine Calcote 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.