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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
Yu-sun Chan (CRD# 5626620) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 15 years of experience in the finance industry.
George Chang (CRD# 2972829) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Walnut Creek, CA and has over 26 years of experience in the finance industry.
Keo Chao (CRD# 5206791) is an Investment Advisor Representative working at Point4ward Financial Planning in Walnut Creek, CA and has over 17 years of experience in the finance industry. Keo Chao 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.
Vu Chau (CRD# 5960097) is an Investment Advisor Representative working at Principal Securities, Inc. in Walnut Creek, CA and has over 12 years of experience in the finance industry.
Wade Cheatham (CRD# 5445017) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Walnut Creek, CA and has over 15 years of experience in the finance industry. Wade Cheatham 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.
Ming Chen (CRD# 4859190) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Walnut Creek, CA and has over 19 years of experience in the finance industry.
Eric Cheng (CRD# 6565031) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Walnut Creek, CA and has over 7 years of experience in the finance industry.
Caroline Cherezian (CRD# 6066328) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Walnut Creek, CA and has over 10 years of experience in the finance industry.
Ashley Cherry (CRD# 4969357) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 12 years of experience in the finance industry.
Warren Cheung (CRD# 1971669) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Walnut Creek, CA and has over 32 years of experience in the finance industry.