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Distance Only Los Gatos, 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
Marcela Garcia-Dungy (CRD# 4199534) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Los Gatos, CA and has over 23 years of experience in the finance industry.
Christian Glomb (CRD# 1014822) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Los Gatos, CA and has over 37 years of experience in the finance industry.
Marcela Gonzalez (CRD# 5571814) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Los Gatos, CA and has over 14 years of experience in the finance industry. Marcela Gonzalez 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.
Lisa Harrington (CRD# 6527643) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Gatos, CA and has over 7 years of experience in the finance industry.
Gabe Houston (CRD# 5816779) is an Investment Advisor Representative working at Scharf Investments, LLC in Los Gatos, CA and has over 12 years of experience in the finance industry.
Michael Hudick (CRD# 6679085) is an Investment Advisor Representative working at Migh Financial Planner, LLC in Los Gatos, CA and has 1 year of experience in the finance industry. Michael Hudick 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.
Dorothy Hundrieser (CRD# 5463414) is an Investment Advisor Representative working at Rice Financial Consulting, Inc. in Los Gatos, CA and has over 13 years of experience in the finance industry.
Sam Kanagawa (CRD# 6548857) is an Investment Advisor Representative working at Scharf Investments, LLC in Los Gatos, CA and has over 8 years of experience in the finance industry.
Dennis Kane (CRD# 2087948) is an Investment Advisor Representative working at Kane Investment Management, Inc. in Los Gatos, CA and has over 33 years of experience in the finance industry.
Loren Kinczel (CRD# 2772548) is an Investment Advisor Representative working at Cultivate Financial Group LLC in Los Gatos, CA and has over 13 years of experience in the finance industry.