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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
Bruce Ackermann (CRD# 5226162) is an Investment Advisor Representative working at Curry Webb Wealth Management LLC in Menlo Park, CA and has 1 year of experience in the finance industry.
Miles Amodeo (CRD# 6846796) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Menlo Park, CA and has over 6 years of experience in the finance industry. Miles Amodeo 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.
Thomas Anderson (CRD# 1388813) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Palo Alto, CA and has over 38 years of experience in the finance industry.
Dawn Aquilina (CRD# 5258324) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Palo Alto, CA and has over 16 years of experience in the finance industry.
Veronica Aquilina (CRD# 6024935) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Palo Alto, CA and has over 6 years of experience in the finance industry.
David Arscott (CRD# 5910545) is an Investment Advisor Representative working at Compass Technology Group, Inc. in Menlo Park, CA and has over 13 years of experience in the finance industry.
Thomas Baker (CRD# 1552506) is an Investment Advisor Representative working at Blue Oak Capital LLC in Menlo Park, CA and has over 30 years of experience in the finance industry.
Matthew Bennitt (CRD# 2603362) is an Investment Advisor Representative working at Lyell Wealth Management LP in Menlo Park, CA and has over 28 years of experience in the finance industry.
Douglas Bercow (CRD# 2037176) is an Investment Advisor Representative working at Accelerated Capital Management L L C in Menlo Park, CA and has over 22 years of experience in the finance industry.
Brett Berry (CRD# 1926468) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Francisco, CA and has over 23 years of experience in the finance industry.