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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
Alex Quan (CRD# 5647292) is an Investment Advisor Representative working at Skysphere LLC in San Jose, CA and has over 15 years of experience in the finance industry.
Brooks Sackett (CRD# 1250855) is an Investment Advisor Representative working at Chief Capital Management, Inc. in San Jose, CA and has over 27 years of experience in the finance industry.
Christen Sando (CRD# 6953340) is an Investment Advisor Representative working at Columbia Asset Management, LLC in San Jose, CA and has over 5 years of experience in the finance industry.
Sajni Shah (CRD# 5197130) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in San Jose, CA and has over 17 years of experience in the finance industry.
Linda Smestad (CRD# 3006012) is an Investment Advisor Representative working at Commonwealth Financial Network in San Jose, CA and has over 26 years of experience in the finance industry.
Alina Sohng (CRD# 5696695) is an Investment Advisor Representative working at Adero Partners, LLC in San Jose, CA and has over 14 years of experience in the finance industry. Alina Sohng 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.
Madhu Tahiliani (CRD# 2257771) is an Investment Advisor Representative working at Mml Investors Services, LLC in San Jose, CA and has over 31 years of experience in the finance industry.
Nathaniel Tjoa (CRD# 4667709) is an Investment Advisor Representative working at M Holdings Securities, Inc. in San Jose, CA and has over 20 years of experience in the finance industry.
Michael Toy (CRD# 4013098) is an Investment Advisor Representative working at Avantax Advisory Services in San Jose, CA and has over 22 years of experience in the finance industry.
Tuan Tran (CRD# 4923678) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Jose, CA and has over 7 years of experience in the finance industry.