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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
Abdallah Abdelkhalek (CRD# 4301372) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sunnyvale, CA and has over 23 years of experience in the finance industry.
Yang Cao (CRD# 6739083) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sunnyvale, CA and has over 6 years of experience in the finance industry.
Kathy Chang (CRD# 4543719) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Sunnyvale, CA and has over 9 years of experience in the finance industry.
Chohee Chong (CRD# 7035533) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sunnyvale, CA and has over 5 years of experience in the finance industry.
Yi Ping Chou (CRD# 4882398) is an Investment Advisor Representative working at Emerson Equity LLC in Sunnyvale, CA and has over 19 years of experience in the finance industry.
Tom Chun (CRD# 4722056) is an Investment Advisor Representative working at Honu Wealth Management in Sunnyvale, CA and has over 19 years of experience in the finance industry. Tom Chun 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.
Phillip Conlon (CRD# 2255031) is an Investment Advisor Representative working at Honu Wealth Management in Sunnyvale, CA and has over 31 years of experience in the finance industry.
Robert Diaz (CRD# 6727779) is an Investment Advisor Representative working at Edward Jones in Sunnyvale, CA and has over 7 years of experience in the finance industry.
William Donnelly (CRD# 2913965) is an Investment Advisor Representative working at Newedge Advisors in Sunnyvale, CA and has over 26 years of experience in the finance industry.
Melissa Drago (CRD# 3233116) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sunnyvale, CA and has over 24 years of experience in the finance industry.