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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
Andrew Williams (CRD# 1050171) is an Investment Advisor Representative working at Gencap Portfolio Management in Tiburon, CA and has over 37 years of experience in the finance industry.
Robert Barnes (CRD# 4044191) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tiburon, CA and has over 21 years of experience in the finance industry.
Stacy Daher (CRD# 7138931) is an Investment Advisor Representative working at Tiburon Financial Advisors, Inc. in Tiburon, CA and has over 5 years of experience in the finance industry.
Denise Doley (CRD# 4231817) is an Investment Advisor Representative working at Guardian Investment Management in Tiburon, CA and has over 23 years of experience in the finance industry.
Christopher Rubin (CRD# 1990345) is an Investment Advisor Representative working at Vendome Capital Management LLC in Tiburon, CA and has over 21 years of experience in the finance industry.
Gregory Smith (CRD# 3170511) is an Investment Advisor Representative working at Baer Investment Advisory LLC in Tiburon, CA and has over 2 years of experience in the finance industry.
David Dabora (CRD# 2626420) is an Investment Advisor Representative working at Alpha Blue Capital in Greenbrae, CA and has over 28 years of experience in the finance industry.
Background: David believes in the liberating power of investing for the future, and its significance when striving for financial freedom. As a Financial Advisor, he pursues his two greatest passions: Personal financial planning, and helping others achieve their goals.
Principles: He applies the same diligence to his clients’ finances as he does for his own family. His financial advisory practice is guided by the following five principles: Stewardship, Wealth Management, Evidence-Based Investing, Continuous Learning & Financial Harmony.
Education: University of Southern California, MBA, Consortium...