| Buckingham Strategic Wealth |
16615 Lark Ave Ste 202 Los Gatos, CA 95032 |
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80070xxxx5 |
ada***@b****************.com |
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535 |
3 |
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| Menlo Asset Management |
1010 El Camino Real Ste 370 Menlo Park, CA 94025 |
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65032xxxx8 |
cla****@m*********.com |
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2 |
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1 |
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| Cathy Daigle, CFP, CDFA |
Los Gatos, CA 95031 |
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40835xxxx4 |
cat**@c**********.com |
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5 |
2 |
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| Edward Jones - Financial Advisor: Zach Brown, CFP® |
5619 Scotts Valley Dr Ste 120, Scotts Valley, CA 95066 |
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83143xxxx8 |
a.j*********@e**********.com |
5.01 |
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| Graystone Advisor |
48 Port Royal Ave Foster City, CA 94404 |
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65060xxxx3 |
aar*******@g***************.com |
5 |
2 |
5 |
4 |
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| Keesaw Insurance |
Scotts Valley, CA 95066 |
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83133xxxx8 |
fra**@k**************.com |
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| David Kelly CPA, CFP® |
San Jose, CA 95138 |
|
65073xxxx5 |
dav********@d*********.com |
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5 |
3 |
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| Sackx P Filiep |
4113 Scotts Valley Dr Ste B, Scotts Valley, CA 95066 |
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83144xxxx4 |
fil***@f**********.com |
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| Carpe Diem Financial Life Planning |
870 Woodland Dr, Ben Lomond, CA 95005 |
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83153xxxx5 |
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4 |
1 |
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| Sierra Pacific Financial Advisors |
7077 Koll Center Pkwy Ste 120 Pleasanton, CA 94566 |
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92522xxxx8 |
ama@s********.com |
4.8 |
4 |
4.8 |
5 |
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82 |
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| James Bizzack - Private Wealth Advisor, Ameriprise Financial Services, LLC |
125 Water St Ste A3, Santa Cruz, CA 95060 |
|
83145xxxx5 |
dns*****@a***.com |
5.01 |
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| Essence Wealth & Insurance Services |
4677 Old Ironsides Dr Ste 350 Santa Clara, CA 95054 |
|
65074xxxx1 |
joh*@e************.com |
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5 |
49 |
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| Santa Cruz Investment Management |
8044 Soquel Dr, Aptos, CA 95003 |
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83168xxxx0 |
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| FCAA LLC / Farm and Community Mortgage |
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65070xxxx7 |
nei*@f***********************.com |
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| Matthew Daugavietis - Ameriprise Financial Services |
1919 S Bascom Ave Ste 100 Campbell, CA 95008 |
|
40896xxxx4 |
dns*****@a***.com |
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5 |
1 |
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| Sal Guardino-C2 Financial |
1313 N Milpitas Blvd Ste 200 Milpitas, CA 95035 |
|
40821xxxx3 |
joh*******@g*******.com |
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5 |
2 |
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| Canyon View Capital |
331 Soquel Ave, Santa Cruz, CA 95062 |
|
83148xxxx5 |
amy@c****************.com |
4.1 |
9 |
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| WI Investment Advisory Group, LLC |
1535 Seabright Ave, Santa Cruz, CA 95062 |
|
83160xxxx3 |
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| Alison Wealth Management |
530 Lytton Ave Fl 2 Palo Alto, CA 94301 |
|
88861xxxx2 |
ala*********@a***********.com |
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240 |
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266 |
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| Wellspring Consulting |
2635 N 1st St Ste 201 San Jose, CA 95134 |
|
40843xxxx8 |
ape**@w***********.com |
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5 |
1 |
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| Jessica Locatelli - Morgan Stanley |
6004 La Madrona Dr, Santa Cruz, CA 95060 |
|
83144xxxx1 |
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3.52 |
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| Silicon Valley Financial Group |
950 S Bascom Ave Ste 2112 San Jose, CA 95128 |
|
40828xxxx0 |
bec**@s***.com |
5 |
2 |
5 |
1 |
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| Chamberlain Financial Planning & Wealth Management |
125 Mission St, Santa Cruz, CA 95060 |
|
83160xxxx4 |
kin*****@g****.com |
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34 |
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| Coast Financial Services, Inc. |
655 Capitola Rd STE 101, Santa Cruz, CA 95062 |
|
83146xxxx0 |
ada*@c*********************.com |
3.7 |
3 |
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19 |
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23 |
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| Ballast Point Financial Planning |
340 Lorton Ave Ste 216 Burlingame, CA 94010 |
|
65063xxxx6 |
dj@b*************.com |
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5 |
24 |
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| Edward Jones - Financial Advisor: Sirinee Tippakorn |
1281 Fifth Ave Ste B Belmont, CA 94002 |
|
65080xxxx4 |
a.j*********@e**********.com |
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5 |
2 |
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| Albert Lee, CFP - The Loan Story |
4880 Steven Creek Blvd Ste 200 San Jose, CA 95129 |
|
40897xxxx0 |
alb***@t***********.com |
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5 |
75 |
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| Jeffrey Anton Tax & Business Services |
540 Ralston Ave Ste E Belmont, CA 94002 |
|
65065xxxx5 |
ja_************@y****.com |
5 |
3 |
5 |
6 |
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| New Stage Investment Group® |
1900 S Norfolk St Ste 350 San Mateo, CA 94403 |
|
65045xxxx2 |
han*@n*****************.com |
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| Linda Hulberg |
2690 S White Rd Ste 250 San Jose, CA 95148 |
|
40880xxxx6 |
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5 |
3 |
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| Bay Federal Credit Union |
3333 Clares St Capitola, CA 95010 |
|
83142xxxx1 |
abe******@b*****.com |
3.9 |
39 |
3.3 |
138 |
4.5 |
254 |
3056 |
400 |
3000 |
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| Farmers Insurance - Daniel Nagel |
715 Capitola Ave Ste C Capitola, CA 95010 |
|
87743xxxx1 |
ask*******@f***************.com |
5 |
2 |
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| John Howard - Morgan Stanley |
6004 La Madrona Dr, Santa Cruz, CA 95060 |
|
83144xxxx2 |
acm***********@m************.com |
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| Edward Jones - Financial Advisor: Jeremy Geels, CFP® |
2121 41st Avenue, Suite 209, Capitola, CA 95010 |
|
83146xxxx2 |
a.j*********@e**********.com |
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33 |
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| Mary Lee - Calrima Senior Services & Insurance Solutions |
Campbell, CA 95008 |
|
86658xxxx6 |
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5 |
9 |
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| Coast Benefits & Insurance Services |
905 W Linden Rd Watsonville, CA 95076 |
|
83172xxxx7 |
wal*****@c******.net |
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5 |
1 |
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| Wells Fargo Bank |
1705 N 1st St San Jose, CA 95112 |
|
40827xxxx3 |
aar**********@w*********.com |
3.2 |
39 |
2.4 |
41 |
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157032 |
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| Developing Financial |
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61943xxxx3 |
lj@d******************.com |
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| David H. Kobe & Associates |
1001 Bayhill Dr Ste 200 San Bruno, CA 94066 |
|
65044xxxx6 |
mag*******@d****.com |
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2.6 |
5 |
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| Diversifi Capital |
4546 El Camino Real B10 Ste1013 Los Altos, CA 94022 |
|
65063xxxx7 |
ala*@c**********.com |
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5 |
33 |
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| Ken Prodger CFP®,ChFC®,ChSNC®, AIF® |
4633 Old Ironsides Dr Ste 436 Santa Clara, CA 95054 |
|
40863xxxx2 |
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5 |
2 |
5 |
1 |
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| Golden Trust |
2690 S White Rd Ste 60 San Jose, CA 95148 |
|
40840xxxx3 |
cha****@g**************.com |
4.6 |
63 |
4.9 |
13 |
5 |
11 |
589 |
139 |
601 |
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| Christian Ortez, AIF - LPL Financial |
3031 Tisch Way 110 Plaza West San Jose, CA 95128 |
|
66923xxxx0 |
inf*@c**************.com |
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5 |
2 |
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| Huddleston Loreen E CPA |
236 N Santa Cruz Ave Ste 236 Los Gatos, CA 95030 |
|
40839xxxx2 |
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2.3 |
3 |
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| J.R. Financial & Insurance Services |
2005 De La Cruz Blvd Ste 120 Santa Clara, CA 95050 |
|
40864xxxx2 |
and***@j****.com |
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4.8 |
28 |
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| Tuition Solutions Now. Stephen Shapiro CFP |
2425 Porter St # 3, Soquel, CA 95073 |
|
83146xxxx8 |
inf*@t******************.com |
5 |
4 |
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| Burroughs Braley Financial Planning |
521 Capitola Ave, Capitola, CA 95010 |
|
83142xxxx0 |
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| Mutual of Omaha Reverse Mortgage |
1414 Soquel Ave Suite 207, Santa Cruz, CA 95062 |
|
40829xxxx0 |
joh*@r************.com |
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| Brian Lombardo, CFP, CPA |
2570 N 1st St Ste 200 Gateway Financial Advisors San Jose, CA 95131 |
|
40872xxxx0 |
blo******@g*************.com |
|
3 |
5 |
8 |
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| The Loan Story |
4880 Stevens Creek Blvd Ste 200 San Jose, CA 95129 |
|
40836xxxx1 |
alb***@t***********.com |
5 |
24 |
5 |
159 |
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| Lisa Rosenau - Associate Financial Advisor, Ameriprise Financial Services, LLC |
125 Water St, Ste A-3, Santa Cruz, CA 95060 |
|
83145xxxx5 |
dns*****@a***.com |
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|
132800 |
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| Lilani Wealth Management |
951 Mariners Island Blvd Ste 300 San Mateo, CA 94404 |
|
88852xxxx2 |
inf*@l*********************.com |
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| Jordan Walters & Kurt Carrasquilla |
San Jose, CA 95113 |
|
40894xxxx3 |
and***********@s**********.com |
|
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5 |
1 |
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| Costello Wealth Strategies |
9057 Soquel Dr Building B, Suite D, Aptos, CA 95003 |
|
83170xxxx5 |
aar************@r***********.com |
|
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|
17322 |
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| Long Term Care Insurance Santa Cruz |
2425 Porter St # 3, Soquel, CA 95073 |
|
83146xxxx8 |
b12*************************************@p************.gkg |
5 |
1 |
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| Voya Financial Advisors |
2323 S Bascom Ave Ste 150-A Campbell, CA 95008 |
|
40824xxxx2 |
mka*******@c***********.com |
|
|
1 |
26 |
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| Glass and Associates |
12280 Saratoga Sunnyvale Rd Ste 103 Saratoga, CA 95070 |
|
40825xxxx9 |
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3 |
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8 |
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| Nick Hunt - Ameriprise Financial Services |
1 Almaden Blvd Ste 810 San Jose, CA 95113 |
|
40891xxxx3 |
dns*****@a***.com |
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5 |
3 |
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| U.S. Bancorp Investments - Financial Advisors: Santa Cruz |
110 Morrissey Blvd, Santa Cruz, CA 95062 |
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83168xxxx6 |
ali********@u*****.com |
3 |
15 |
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344672 |
4370 |
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| Edward Jones - Financial Advisor: Lisa Constant, CRPC™ |
2601 41st Ave Ste A, Soquel, CA 95073 |
|
83126xxxx1 |
a.j*********@e**********.com |
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84394 |
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| AP Accounting & Consulting |
353 Alder Rd Boulder Creek, CA 95006 |
|
40830xxxx6 |
apc**********@m*.com |
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| Ohana Wealth Mangement |
2901 Park Ave b1, Soquel, CA 95073 |
|
83121xxxx9 |
ali***@o********************.net |
5 |
1 |
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| Coast Financial Services |
655 Capitola Rd Ste 101 Santa Cruz, CA 95062 |
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83177xxxx1 |
ada*@c*********************.com |
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4.1 |
19 |
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19 |
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23 |
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| Sirivanh Harris |
1999 S Bascom Ave Ste 400 Campbell, CA 95008 |
|
40896xxxx5 |
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5 |
1 |
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| Investor’s Capital Management |
1100 Alma St Ste 200 Menlo Park, CA 94025 |
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86696xxxx1 |
bri***@f*******.com |
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4.7 |
3 |
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| Paul B Drescher Financial |
2805 Porter St, Soquel, CA 95073 |
|
83146xxxx0 |
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3.04 |
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| Mary Elizabeth Bellizzi - Thrivent |
229 Sea Ridge Rd, Aptos, CA 95003 |
|
83168xxxx8 |
dus*************@t*******.com |
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411822 |
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| Bizzack Wealth Advisory Group - Ameriprise Financial Services, LLC |
125 Water Street, SteA3, Santa Cruz, CA 95060 |
|
83145xxxx5 |
ann***********@a***.com |
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| Wells Fargo Advisors |
74 River St, Santa Cruz, CA 95060 |
|
83146xxxx5 |
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| Farmers Insurance - Heather Sadique |
1952 Camden Ave Ste 101 San Jose, CA 95124 |
|
40863xxxx7 |
aar*****@f***********.com |
5 |
3 |
5 |
2 |
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| Optium Financial Services |
1975 Soquel Dr # 210, Santa Cruz, CA 95065 |
|
83147xxxx5 |
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4 |
2 |
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| U.S. Bancorp Investments - Financial Advisors: Debbie Leekavousi |
127 N Santa Cruz Ave, Los Gatos, CA 95030 |
|
40839xxxx6 |
aar************@u*****.com |
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343791 |
4181 |
346643 |
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| Retirement Capital Strategies |
1190 Saratoga Ave Ste 140 San Jose, CA 95129 |
|
40855xxxx0 |
bil*********@r*********.com |
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1 |
1 |
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53 |
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55 |
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| Parsons Accounting & Tax Services |
721 Purissima St Ste C Half Moon Bay, CA 94019 |
|
65072xxxx0 |
joh*@p****************.com |
5 |
2 |
4.3 |
7 |
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| Top Gun Financial Planning |
San Carlos, CA 94070 |
|
91622xxxx3 |
bjo*****@t*******.com |
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5 |
1 |
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| Mark Rosenberg, Western International Securities Inc. |
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83143xxxx0 |
sup****@g*****.com |
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289357 |
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| Professional Tax Services |
2450 Peralta Blvd Ste 222 Fremont, CA 94536 |
|
51050xxxx5 |
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4.7 |
69 |
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| Cosine Communications |
61 E Main St Ste B, Los Gatos, CA 95030 |
|
40839xxxx4 |
adu****@c********.com |
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| AAA Berkeley Branch |
1775 University Ave Berkeley, CA 94703 |
|
51090xxxx6 |
aaa************@n*******.aaa |
4.3 |
288 |
3.5 |
145 |
3.6 |
627 |
201052 |
227 |
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| SageView Advisory Group |
2060 The Alameda San Jose, CA 95126 |
|
40834xxxx0 |
ach**@s***************.com |
|
44 |
5 |
1 |
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149 |
6 |
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| Financial Planners |
98 Del Monte Ave Ste 206 Monterey, CA 93940 |
|
83137xxxx6 |
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| Wells Fargo Bank |
1172 A St Hayward, CA 94541 |
|
51088xxxx5 |
aar**********@w*********.com |
2.9 |
59 |
2.4 |
54 |
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157032 |
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| Empirical Wealth Management |
250 N Santa Cruz Ave, Los Gatos, CA 95030 |
|
40835xxxx2 |
aba****@e********.net |
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| Meisser & Riccabona |
1595 38th Ave Capitola, CA 95010 |
|
83146xxxx0 |
c18*****************************@s*****.wixpress |
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587245 |
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46 |
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| Natural Bridges Financial |
332 Columbia St, Santa Cruz, CA 95060 |
|
83142xxxx0 |
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5 |
2 |
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| Foothill Securities |
2941 Park Ave B, Soquel, CA 95073 |
|
83146xxxx0 |
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| Edward Jones - Financial Advisor: Julie K Tauriainen |
9055 Soquel Dr Ste D Aptos, CA 95003 |
|
83166xxxx5 |
a.j*********@e**********.com |
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84482 |
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| Shedden Social Security and Retirement Planning |
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|
83135xxxx0 |
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5 |
3 |
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| Modern Woodmen |
230 Mt Hermon Rd Suite 212, Scotts Valley, CA 95066 |
|
83160xxxx1 |
aar**@m************.org |
5 |
1 |
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| Merrill Edge |
4525 Scotts Valley Dr, Scotts Valley, CA 95066 |
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dom*****************@b************.com |
5.01 |
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| Roundleaf - San Jose |
2055 Junction Ave Ste 115 San Jose, CA 95131 |
|
40891xxxx3 |
ask@r***********.com |
4.8 |
24 |
4.7 |
121 |
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681 |
28 |
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| Advantage Bookkeeping & Tax Center |
1281 Fifth Ave Belmont, CA 94002 |
|
65059xxxx8 |
joh*@a*****************.com |
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5 |
15 |
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| Edward Jones - Financial Advisor: Mark A Gerber |
5619 Scotts Valley Dr Ste 120, Scotts Valley, CA 95066 |
|
83143xxxx8 |
a.j*********@e**********.com |
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84482 |
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| Wealth Architects |
800 W El Camino Real Ste 201 Mountain View, CA 94040 |
|
65032xxxx4 |
ada*@w***************.com |
|
22 |
5 |
1 |
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| MainStreet Financial Planning, Inc |
236 N Santa Cruz Ave # 237, Los Gatos, CA 95030 |
|
88889xxxx3 |
*nn*@m*****************.com |
4.04 |
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386 |
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| Edelman Financial Engines |
4301 Hacienda Dr Ste 100 Pleasanton, CA 94588 |
|
83375xxxx3 |
aar*******@e**********************.com |
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37 |
18441 |
16 |
19876 |
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| Springwater Wealth Management, LLC |
133 Mission St, Santa Cruz, CA 95060 |
|
88899xxxx6 |
jim********@s****************.com |
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5 |
15 |
241 |
2 |
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1 |
| Grealish Investment Counseling |
1710 S Amphlett Blvd Ste 117 San Mateo, CA 94403 |
|
65095xxxx8 |
ken*@g*********.com |
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5 |
1 |
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| Edward Jones - Financial Advisor: Zach Brown |
5619 Scotts Valley Dr Ste 100 Scotts Valley, CA 95066 |
|
83143xxxx8 |
a.j*********@e**********.com |
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| Hendershott Wealth Management |
2025 Gateway Pl Ste 405 San Jose, CA 95110 |
|
87756xxxx8 |
adv*****@h****************.com |
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4.8 |
21 |
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| Fidelity Investments |
851 E Hamilton Ave Campbell, CA 95008 |
|
80054xxxx0 |
a61****@f*******.com |
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2.8 |
29 |
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329245 |
|
353000 |
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| Premier Tax Advisors |
88 W Tully Rd Ste 106 San Jose, CA 95111 |
|
40821xxxx2 |
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4.8 |
61 |
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| McKinley Financial Group |
3 Twin Dolphin Dr Ste 250 Redwood City, CA 94065 |
|
65055xxxx0 |
cme***@m**********.com |
|
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5 |
5 |
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| PWJohnson Wealth and Legacy |
2051 Grant Rd Ste 240 Los Altos, CA 94024 |
|
40874xxxx2 |
aus*****@p********.com |
|
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5 |
2 |
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| Edward Jones - Financial Advisor: Kris A Schilperoort |
1414 Soquel Ave Ste 107, Santa Cruz, CA 95062 |
|
83138xxxx6 |
and*******@c*************.ca |
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| Lanai Financial Solutions |
1066 41st Ave a101, Capitola, CA 95062 |
|
83147xxxx0 |
jsm***@l**********************.com |
5 |
6 |
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| SJ Accounting Consulting |
4695 Chabot Dr Ste 200 Pleasanton, CA 94588 |
|
40843xxxx6 |
c18*****************************@s*****.wixpress |
|
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5 |
10 |
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| Petersen Cathleen Financial Planning |
14583 Big Basin Way Saratoga, CA 95070 |
|
40874xxxx2 |
adm**@c***************.com |
|
2 |
5 |
1 |
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| Edward Jones - Santa Clara Financial Advisor - Paul A Dines |
69 Washington St Santa Clara, CA 95050 |
|
40898xxxx9 |
a.j*********@e**********.com |
|
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5 |
1 |
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|
85188 |
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| King Wealth Planning |
2105 S Bascom Ave Ste 148 Campbell, CA 95008 |
|
40887xxxx9 |
cha****@k*********.com |
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| Edward Jones - Financial Advisor: Lucy McGuire |
14375 Saratoga Ave Ste 105 Saratoga, CA 95070 |
|
40886xxxx5 |
a.j*********@e**********.com |
5 |
3 |
5 |
1 |
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59 |
|
61 |
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| Teh Financial Coaching |
Milpitas, CA 95035 |
|
51036xxxx9 |
acc**********@s********.org |
|
|
4.9 |
91 |
|
|
775 |
|
833 |
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| Natural Bridges Financial Advisors |
627 Center St, Santa Cruz, CA 95060 |
|
83142xxxx0 |
ana***@n***************.com |
5 |
3 |
|
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23 |
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| Edward Jones - Financial Advisor: Paul A Dines |
69 Washington St Santa Clara, CA 95050 |
|
40898xxxx9 |
a.j*********@e**********.com |
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5 |
1 |
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85188 |
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| Wildflower Financial |
120 Church St, Santa Cruz, CA 95060 |
|
83185xxxx1 |
jen*************@w******************.com |
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| VALIC Financial Advisors |
5353 Scotts Valley Dr a, Scotts Valley, CA 95066 |
|
83142xxxx4 |
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| College Planning ABC |
3031 Tisch Way 110 Plz W San Jose, CA 95128 |
|
40891xxxx8 |
che********@g****.com |
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4.9 |
55 |
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| Edward Jones - Financial Advisor: David M Amann |
702 Marshall St Ste 515 Redwood City, CA 94063 |
|
65036xxxx8 |
a.j*********@e**********.com |
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5 |
3 |
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115 |
15 |
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| Leal Financial Planning |
900 E Hamilton Ave Ste 100 Campbell, CA 95008 |
|
40867xxxx4 |
and**@l*****.com |
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5 |
4 |
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| Bizzack Wealth Advisory Group - Ameriprise Financial Services, LLC |
SteA3, 125 Water St, Santa Cruz, CA 95060 |
|
83145xxxx5 |
dns*****@a***.com |
5.01 |
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| Tim D Brewer, CPA |
3315 Almaden Expy, San Jose, CA 95118 |
|
66923xxxx2 |
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4.3 |
6 |
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| Raymond James |
9011 Soquel Dr Ste B Aptos, CA 95003 |
|
83170xxxx5 |
eri**********@r***********.com |
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183 |
23 |
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| Seth Wax - BancWest Investment Services Financial Advisor |
1551 Pacific Ave, Santa Cruz, CA 95060 |
|
83123xxxx2 |
amb*********@b************.com |
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| Joshua Miller - Ameriprise Financial Advisor |
50 W San Fernando St Ste 900 San Jose, CA 95113 |
|
40891xxxx0 |
cat*************@a***.com |
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5 |
1 |
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| Edward Jones - Financial Advisor: Stacey VanderKodde, CRPC™ |
1500 41st Avenue, #258, Capitola, CA 95010 |
|
83122xxxx7 |
a.j*********@e**********.com |
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84394 |
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| Kingsview Partners Wealth Management - Jonathan Lubell |
2901 Park Ave Suite B2, Soquel, CA 95073 |
|
83120xxxx5 |
adm**@k********.com |
5.01 |
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| Ledwith Financial Wealth Management |
55 W First St Morgan Hill, CA 95037 |
|
40877xxxx0 |
bra*@l***************.com |
5 |
5 |
4.5 |
8 |
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| Future Wealth LLC |
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40883xxxx0 |
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| Will Yang - IntoWealth |
1551 Mccarthy Blvd Ste 105 Milpitas, CA 95035 |
|
40858xxxx9 |
gov*********@i*********.com |
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| Gahagan James P Financial Planner |
331 Soquel Ave Santa Cruz, CA 95062 |
|
83142xxxx0 |
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| Profound Consulting Group |
830 Stewart Dr Sunnyvale, CA 94085 |
|
65026xxxx6 |
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5 |
2 |
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| The Bargetto Group - Morgan Stanley |
6004 La Madrona Dr, Santa Cruz, CA 95066 |
|
83144xxxx7 |
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| Joe Phillips Insured Retirement Income - Closed |
9029 Soquel Ave #C, Santa Cruz, CA 95062 |
|
83147xxxx0 |
joe@s*****************.com |
5 |
3 |
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5 |
1 |
| Scott Tucker - Morgan Stanley |
6004 La Madrona Dr, Santa Cruz, CA 95066 |
|
83144xxxx3 |
acm***********@m************.com |
3.52 |
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| Edward Jones -Financial Advisor - Kyle Sharp |
615 San Benito St Ste C Hollister, CA 95023 |
|
83163xxxx4 |
a.j*********@e**********.com |
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5 |
2 |
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| Niemann Capital Management Inc |
5615 Scotts Valley Dr # 200, Scotts Valley, CA 95066 |
|
80062xxxx6 |
|
5.01 |
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| Abacus Forensic Accounting |
Soquel, CA 95073 |
|
83146xxxx0 |
aba***@f******************.org |
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| Laddi Jhuty, CFP |
5201 Great America Pkwy Ste 350 Santa Clara, CA 95054 |
|
51081xxxx4 |
inf*@n********.com |
|
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4.2 |
20 |
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| Edward Jones - Financial Advisor: Alan R Gale |
5619 Scotts Valley Dr Suite 100, Scotts Valley, CA 95066 |
|
83143xxxx9 |
a.j*********@e**********.com |
1 |
1 |
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84482 |
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| Edward Jones - Financial Advisor: Rhonda W Wentzel |
1100 Alma St Ste 201 Menlo Park, CA 94025 |
|
65032xxxx1 |
a.j*********@e**********.com |
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5 |
1 |
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84482 |
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| Nexus Wealth Advisors |
365-B Lake Ave Santa Cruz, CA 95062 |
|
83147xxxx0 |
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12 |
5 |
4 |
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| Michael Chamberlain CFP |
303 Water St, Santa Cruz, CA 95060 |
|
83142xxxx0 |
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4 |
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1 |
| Brandenburger Shel Certified Financial Planner |
1611 Borel Pl Ste 5 San Mateo, CA 94402 |
|
65057xxxx3 |
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| BeneGroup |
1999 S Bascom Ave Ste 700 Campbell, CA 95008 |
|
40839xxxx8 |
joh*@b***********.com |
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5 |
6 |
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| Beach House Wealth Management |
521 Capitola Ave, Capitola, CA 95010 |
|
83142xxxx0 |
inf*@b***************.com |
5.06 |
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| Block Advisors |
15466 Los Gatos Blvd Ste 201 Los Gatos, CA 95032 |
|
40835xxxx2 |
aar**@b************.com |
4.6 |
70 |
3 |
4 |
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|
1549 |
356 |
2514 |
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| Financial Insights & Strategies |
Cupertino, CA 95014 |
|
40871xxxx9 |
san*********************@g****.com |
|
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5 |
14 |
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| Edward Jones |
298 S Sunnyvale Ave Ste 103 Sunnyvale, CA 94086 |
|
40873xxxx2 |
a.j*********@e**********.com |
|
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5 |
4 |
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|
84699 |
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| Serendipity Securities |
7735 Soquel Dr, Aptos, CA 95003 |
|
83166xxxx0 |
aar************@r***********.com |
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17322 |
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| Beacon Pointe Advisors |
365 Lake Ave B, Santa Cruz, CA 95062 |
|
83147xxxx0 |
aba*****@b***********.com |
5 |
1 |
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225 |
36 |
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| Fidelity Investments |
398 W El Camino Real Sunnyvale, CA 94087 |
|
40873xxxx0 |
a61****@f*******.com |
3.7 |
26 |
2.6 |
32 |
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|
319987 |
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| Carr Wealth Management |
4695 Chabot Dr Ste 200 Pleasanton, CA 94588 |
|
92548xxxx1 |
ant****@c*********.com |
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| Stephanie Atalla - Ameriprise Financial Services |
1919 S Bascom Ave Ste 100 Campbell, CA 95008 |
|
40896xxxx4 |
dns*****@a***.com |
|
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5 |
2 |
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16 |
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20 |
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| Countryside Financial Services |
411 Kelly Ln, Santa Cruz, CA 95060 |
|
83146xxxx4 |
bas***@c*******************.com |
|
2 |
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| HarborLight Investments |
180 7th Ave Suite 204, Santa Cruz, CA 95062 |
|
83129xxxx3 |
inf*@h*********************.com |
5 |
8 |
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| U.S. Bancorp Investments - Financial Advisors: Aptos |
96 Rancho Del Mar, Aptos, CA 95003 |
|
83168xxxx6 |
aar************@u*****.com |
5.01 |
|
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352 |
344073 |
4201 |
346940 |
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| Karma Mortgage Solutions |
830 Bay Ave Capitola, CA 95010 |
|
83146xxxx6 |
|
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4 |
4.9 |
14 |
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| AJJ Bookkeeping & Tax Services |
South San Francisco, CA 94080 |
|
65053xxxx8 |
fin**@m***.com |
|
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4.7 |
29 |
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| Monterey Private Wealth |
2340 Garden Rd Ste 202 Monterey, CA 93940 |
|
83137xxxx6 |
ann*@m********************.com |
3 |
2 |
5 |
1 |
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| Michael Garber Financial Planning |
1250 Oakmead Pkwy Ste 210 Sunnyvale, CA 94085 |
|
40845xxxx8 |
jan*@m************.com |
|
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5 |
1 |
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| Current Capital Inc. |
|
|
83171xxxx0 |
|
5 |
1 |
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| World Financial Group |
2901 Park Ave Ste A12, Soquel, CA 95073 |
|
83148xxxx7 |
dns******@a*******.com |
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3 |
| Behage Tax Services |
1500 E Hamilton Ave Ste 202 Campbell, CA 95008 |
|
40842xxxx2 |
joh*@b********.com |
|
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5 |
8 |
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|
| Ameer N Khan, CPA |
11501 Dublin Blvd Ste 200 Dublin, CA 94568 |
|
92599xxxx5 |
tax@b*********.com |
|
|
4.9 |
102 |
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| Provident Credit Union |
398 W El Camino Real Ste 112 Sunnyvale, CA 94087 |
|
40874xxxx5 |
aal*******@p**********.org |
|
|
4.3 |
126 |
|
|
5911 |
89 |
5800 |
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|
| Dan Casagrande - Mutual of Omaha Mortgage |
1414 Soquel Ave Ste 207 Santa Cruz, CA 95062 |
|
83170xxxx8 |
joh*@r************.com |
|
|
3.7 |
3 |
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|
| E Donnelly & Associates with Iron Point Advisors |
4145 Clares St STE H, Capitola, CA 95010 |
|
83142xxxx1 |
|
5.01 |
|
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| Abundance Wealth Planning |
39899 Balentine Dr Ste 200 Newark, CA 94560 |
|
51093xxxx7 |
jku*@f******************.com |
|
|
5 |
9 |
|
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|
111 |
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|
| Johanson Financial Advisors, Inc. |
2105 S Bascom Ave Ste 255 Campbell, CA 95008 |
|
40840xxxx9 |
inf*@j****************.com |
3.5 |
2 |
|
|
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|
5389 |
47 |
5500 |
|
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| LPL Financial |
5187 Empire Grade, Santa Cruz, CA 95060 |
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83142xxxx0 |
dav***********@l**.com |
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| Lisa Rosenau - Associate Financial Advisor, Ameriprise Financial Services |
125 Water St Ste A-3, Santa Cruz, CA 95060 |
|
83145xxxx5 |
dns*****@a***.com |
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| Kayak Tax Prep and Planning |
San Juan Bautista, CA 95045 |
|
83152xxxx3 |
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| Chan CPA & Company |
1885 S Winchester Blvd Ste 200 Campbell, CA 95008 |
|
40835xxxx1 |
bon***@c******.com |
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4.3 |
13 |
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92 |
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| The Lee Accountancy Group |
369 13th St Ste 200 Oakland, CA 94612 |
|
51083xxxx0 |
inf*@t****************.com |
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3.9 |
62 |
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419 |
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419 |
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| Kingsview Partners Soquel Office |
2901 Park Ave Suite B2, Soquel, CA 95073 |
|
83120xxxx5 |
adm**@k********.com |
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| Waddell & Reed |
5619 Scotts Valley Dr Ste 260, Scotts Valley, CA 95066 |
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83131xxxx0 |
aam***@w******.com |
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| Grodin Financial Services |
14515 Catalina St San Leandro, CA 94577 |
|
51035xxxx5 |
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3.4 |
9 |
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| Chamberlain Financial Planning & Wealth Management |
644 N Santa Cruz Ave #8, Los Gatos, CA 95030 |
|
80034xxxx0 |
ant****@c************.com |
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| Lanai Financial Solutions |
1066 41st Ave Ste A101 Capitola, CA 95010 |
|
83147xxxx0 |
jsm***@l**********************.com |
5 |
6 |
4.7 |
15 |
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191 |
6 |
202 |
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| Allied Financial Network |
3141 Stevens Creek Blvd Ste 40003 Santa Clara, CA 95117 |
|
40825xxxx9 |
joh*@a*********************.com |
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5 |
8 |
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| Edward Jones - Financial Advisor: Tom Coombs |
1625 The Alameda, Ste 601, San Jose, CA 95126 |
|
40829xxxx8 |
a.j*********@e**********.com |
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5 |
1 |
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| Chamberlain Financial Planning & Wealth Management |
125 Mission St #3, Santa Cruz, CA 95060 |
|
83142xxxx0 |
ant****@c************.com |
5 |
1 |
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| SJ Accounting Consulting, CPA CFP |
1525 Mccarthy Blvd Ste 1000 Milpitas, CA 95035 |
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c18*****************************@s*****.wixpress |
5 |
5 |
4.8 |
37 |
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| Edward Jones - Financial Advisor: Russell T Case |
16190 Los Gatos Blvd Ste 102 Los Gatos, CA 95032 |
|
40835xxxx8 |
a.j*********@e**********.com |
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84482 |
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| Edward Jones - Financial Advisor: Ryan D Bennett |
819 Bay Ave, Suite B, Capitola, CA 95010 |
|
83147xxxx6 |
a.j*********@e**********.com |
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85187 |
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3 |
| Davis & Company |
15200 Hesperian Blvd Ste 202 San Leandro, CA 94578 |
|
51027xxxx5 |
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2.4 |
5 |
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| Bewley Philip A Financial Planner |
9045 Soquel Dr Aptos, CA 95003 |
|
83168xxxx5 |
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| McCarthy Asset Management |
3 Lagoon Dr Ste 155 Redwood City, CA 94065 |
|
65061xxxx0 |
ant****@m************.com |
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5 |
1 |
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96 |
9 |
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| Marshall Wealth Management Group |
634 N Santa Cruz Ave #114, Los Gatos, CA 95030 |
|
40839xxxx0 |
con****@n******.com |
4 |
4 |
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782 |
36 |
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| Edward Jones - Financial Advisor: Cheryl D Rebottaro, ChFC®|AAMS™|CRPC™ |
221 Mt Hermon Rd Suite F, Scotts Valley, CA 95066 |
|
83146xxxx1 |
a.j*********@e**********.com |
5 |
1 |
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84482 |
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| Nupur Gupta, CPA |
1150 Murphy Ave Ste 235 San Jose, CA 95131 |
|
32351xxxx1 |
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4.7 |
27 |
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| Herrera Financial Services |
1370 Valencia St Ste A San Francisco, CA 94110 |
|
41569xxxx0 |
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5 |
1 |
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| Smart Path Wealth Management |
4695 Chabot Dr Ste 200 Pleasanton, CA 94588 |
|
92526xxxx5 |
jsm***@s**********.com |
5 |
2 |
5 |
8 |
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| AJ Abdelkhalek - State Farm Insurance Agent |
146 E Iowa Ave Sunnyvale, CA 94086 |
|
40873xxxx0 |
aj@i************.com |
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4.8 |
32 |
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| Amaral Financial Planning |
San Jose, CA 95123 |
|
40879xxxx9 |
ama*********@p*********.is |
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5 |
44 |
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| Santa Cruz County Small Business Development Center |
6500 Soquel Dr #2100C, Aptos, CA 95003 |
|
83147xxxx6 |
mar******@n*********.org |
4.8 |
13 |
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| Potentia Wealth |
1226 Lincoln Ave Ste 200 San Jose, CA 95125 |
|
40828xxxx6 |
ask@p*************.com |
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5 |
5 |
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355 |
19 |
357 |
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| Divorce Capital Planning |
1 Almaden Blvd, Ste 610 San Jose, CA 95113 |
|
40899xxxx0 |
doe*****@d*********************.com |
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5 |
9 |
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| Edward Jones - Financial Advisor: Aaron E Brandt |
6630 Hwy 9 Ste 102 Felton, CA 95018 |
|
83133xxxx8 |
a.j*********@e**********.com |
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3 |
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| Charles Schwab |
335 N Santa Cruz Ave, Los Gatos, CA 95030 |
|
40835xxxx0 |
ej.********@s*****.com |
3 |
5 |
2.4 |
12 |
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| Marina Watts - Reverse Mortgage Loan Officer |
Santa Cruz, CA 95062 |
|
83153xxxx0 |
mwa***@h**************.com |
5 |
33 |
4.3 |
6 |
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| Croxall Capital Planning |
9057B Soquel Dr Ste A, Aptos, CA 95003 |
|
83166xxxx6 |
daw*********@l**.com |
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3 |
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| Kane Silverberg - Supreme Lending |
4510 Capitola Rd Capitola, CA 95010 |
|
83147xxxx6 |
kan*@l******.net |
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4.2 |
5 |
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| Craig Uffelman, CFP, CRPC |
2105 S Bascom Ave Ste 295 Campbell, CA 95008 |
|
40866xxxx7 |
dns*****@a***.com |
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| Jacob Young Financial |
195 Aviation Way #101, Watsonville, CA 95076 |
|
83172xxxx5 |
aly************@j******************.com |
5.01 |
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| Charles Schwab |
2407 Porter St Ste 100, Soquel, CA 95073 |
|
83146xxxx0 |
acc************@s*****.com |
3.7 |
3 |
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| Kawakami Wade R CPA |
1625 The Alameda San Jose, CA 95126 |
|
40828xxxx0 |
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3.4 |
5 |
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| Austin Financial Group |
2840 Park Ave Ste A Soquel, CA 95073 |
|
83146xxxx0 |
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1 |
1 |
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| LPL Financial |
1500 41st Ave #244, Capitola, CA 95010 |
|
83147xxxx3 |
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5 |
1 |
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| Financial Journey Partners |
101 Metro Dr Ste 264 San Jose, CA 95110 |
|
40896xxxx8 |
ari****@f***************.com |
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5 |
2 |
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| Nevin T Hougardy - Morgan Stanley |
6004 La Madrona Dr, Santa Cruz, CA 95060 |
|
83144xxxx2 |
acm***********@m************.com |
3.52 |
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| Foss Financial Services |
San Jose, CA 95125 |
|
40869xxxx8 |
dan@f********************.com |
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3 |
2 |
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| Index Gurus |
5350 Paso Del Rio Way Concord, CA 94521 |
|
92535xxxx0 |
far**@i*********.com |
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5 |
43 |
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| Financial Telesis Inc |
Aptos, CA 95003 |
|
83168xxxx6 |
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| Sam Granato & Laura Leavitt |
1275 S Winchester Blvd Ste B San Jose, CA 95128 |
|
40824xxxx1 |
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5 |
2 |
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| John Frigon M.B.A Insurance & Financial Services |
114 Farallon Ct Aptos, CA 95003 |
|
83168xxxx7 |
joh*@j*********.com |
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| Erik Hanson - Morgan Stanley |
6004 La Madrona Dr, Santa Cruz, CA 95060 |
|
83144xxxx7 |
acm***********@m************.com |
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| Grindy V A Tax Service |
1040 41st Ave Santa Cruz, CA 95062 |
|
83147xxxx6 |
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5 |
1 |
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| Tesoro Financial Group |
607 N 1st St, San Jose, CA 95112 |
|
40881xxxx3 |
jav*********@f*************.com |
|
223 |
5 |
1 |
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| Adap Tax Financial, Inc. |
4725 First St Ste 275 Pleasanton, CA 94566 |
|
92521xxxx1 |
gcr*****@a******.com |
4.3 |
3 |
4.6 |
21 |
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| U.S. Bank Branch |
749 Main St Pleasanton, CA 94566 |
|
92542xxxx0 |
aar************@u*****.com |
2.3 |
10 |
2.8 |
20 |
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|
344673 |
4370 |
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| Cognizant Wealth Advisors |
530 Lytton Ave Fl 2 , Ste 224 Palo Alto, CA 94301 |
|
65020xxxx2 |
art********@c**************.com |
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5 |
1 |
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330 |
3 |
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| Lois K. Vega, CPA |
San Jose, CA 95123 |
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5 |
1 |
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| McCambridge Patricia C F P |
330 Primrose Rd Burlingame, CA 94010 |
|
65034xxxx5 |
|
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5 |
2 |
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| Vested Financial Planning |
San Carlos, CA 94070 |
|
65071xxxx4 |
edb*************************************@w*****************.com |
|
|
5 |
33 |
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|
165 |
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| Rovai Wealth Management |
1715 42nd Ave c, Capitola, CA 95010 |
|
83147xxxx2 |
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| Monterey Private Wealth |
4900 Hopyard Rd Ste 100 Pleasanton, CA 94588 |
|
92546xxxx5 |
ann*@m********************.com |
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5 |
2 |
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93 |
5 |
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| Wealth Cairn |
910 E Hamilton Ave Ste 350 Campbell, CA 95008 |
|
40852xxxx8 |
c18*****************************@s*****.wixpress |
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235 |
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| World Financial Group |
1840 41st Ave Ste 205-F, Capitola, CA 95010 |
|
83131xxxx4 |
con****************@t***********.com |
5 |
2 |
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81961 |
2066 |
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| Edward Jones - Financial Advisor: Jeffrey R Bohn |
5980 Stoneridge Dr Ste 104 Pleasanton, CA 94588 |
|
92522xxxx5 |
a.j*********@e**********.com |
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5 |
1 |
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| Technology Credit Union |
846 Blossom Hill Rd San Jose, CA 95123 |
|
80055xxxx0 |
abe*******@t*****.com |
4.1 |
10 |
4.4 |
71 |
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| Mercy Tanudjojo - Financial Advisor, Ameriprise Financial Services, LLC |
2737 Porter St, Soquel, Ca 95073 |
|
83147xxxx7 |
dns*****@a***.com |
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| Bank of America Financial Center |
6005 Stoneridge Dr Pleasanton, CA 94588 |
|
92541xxxx1 |
ale*******@m*.com |
2.9 |
41 |
2.3 |
55 |
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891741 |
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| Network Press Inc |
303 Potrero St, Santa Cruz, CA 95060 |
|
83143xxxx0 |
jak*@t************.com |
3.56 |
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5 |
21 |
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| Nidhi Jain CPA |
11501 Dublin Blvd Ste 200 Dublin, CA 94568 |
|
40850xxxx6 |
inf*@n*******.com |
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4.6 |
46 |
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| BookSoEasy |
1459 18th St Ste 246 San Francisco, CA 94107 |
|
41524xxxx2 |
ake**@b*********.com |
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4.7 |
15 |
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| Tamarind Financial Planning |
1900 S Norfolk St Ste 350 San Mateo, CA 94403 |
|
65066xxxx1 |
alc***@t****************.com |
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| Springwater Wealth Management, LLC |
740 Front St #200, Santa Cruz, CA 95060 |
|
88899xxxx6 |
jim********@s****************.com |
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241 |
2 |
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| Money Concepts Financial Planning Centre |
1840 41st Ave Ste 202 Capitola, CA 95010 |
|
83147xxxx2 |
a@m************.com |
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| Dollars and Sense |
1734 Seabright Ave Santa Cruz, CA 95062 |
|
83146xxxx4 |
car*****@d******************.com |
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61 |
3 |
4 |
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| Edward Jones - Financial Advisor: Shane Jacksteit |
298 S Sunnyvale Ave Ste 103 Sunnyvale, CA 94086 |
|
40873xxxx2 |
a.j*********@e**********.com |
5 |
2 |
5 |
2 |
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97 |
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| Fireside Financial Planning |
1975 Hamilton Ave Ste 6A San Jose, CA 95125 |
|
40837xxxx1 |
cb.*********@g****.com |
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5 |
2 |
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| Clear Retirement Advice |
1900 S Norfolk St Ste 350 San Mateo, CA 94403 |
|
80022xxxx0 |
inf*@c********************.com |
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5 |
5 |
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| Oakhurst Financial |
1059 Fremont Ave Los Altos, CA 94024 |
|
40821xxxx3 |
jer**@o****************.com |
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5 |
5 |
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| Gold Alliance |
Serving theSanta Cruz Area |
|
88821xxxx2 |
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| Brett Macauley - Ameriprise Financial Advisor |
2441 Park Blvd Ste A104 Palo Alto, CA 94306 |
|
65047xxxx0 |
dns*****@a***.com |
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5 |
2 |
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| LPL Financial |
Santa Cruz, CA 95060 |
|
83142xxxx0 |
dav***********@l**.com |
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5 |
1 |
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| Council Financial & Insurance Services |
425 Market St Ste 1600 San Francisco, CA 94105 |
|
92587xxxx2 |
her*@c***************.com |
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5 |
68 |
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107 |
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| SJ Kellerman and Associates, CPAs |
Aptos, CA 95003 |
|
83176xxxx0 |
bee***@s*****.com |
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5 |
3 |
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| Beacon Wealth Advisory |
800 W El Camino Real Ste 180 Mountain View, CA 94040 |
|
65088xxxx0 |
inf*@b*******.com |
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| Burlingame Wealth Management |
345 Lorton Ave Ste 201 Burlingame, CA 94010 |
|
65059xxxx0 |
dav**@b***************.com |
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5 |
10 |
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| Edward Jones - Financial Advisor: Katrina C Yun-Nikolac |
165 University Ave Palo Alto, CA 94301 |
|
65032xxxx3 |
a.j*********@e**********.com |
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5 |
1 |
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| Lindstrom Insurance |
Felton, CA 95018 |
|
83133xxxx0 |
bet**@l*****************.com |
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4.4 |
7 |
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| Flex Tax and Consulting Group |
1160 Battery St E, Ste 100 San Francisco, CA 94111 |
|
41586xxxx8 |
ale******@f******.com |
4.8 |
53 |
4.8 |
152 |
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1171 |
|
1100 |
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| Wealth Management Associates |
400 Main St Ste 200 Pleasanton, CA 94566 |
|
92546xxxx7 |
and********@w*********.net |
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3.7 |
3 |
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| Lilani Wealth Management |
540 Ralston Ave Ste E Belmont, CA 94002 |
|
88852xxxx2 |
aki**@l*********************.com |
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442 |
43 |
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| Morgan Stanley Financial Advisors |
6004 La Madrona Dr, Santa Cruz, CA 95060 |
|
83144xxxx0 |
acm***********@m************.com |
3.5 |
2 |
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| Peak Accounting Services |
783 Rio Del Mar Blvd Ste 43 Aptos, CA 95003 |
|
83168xxxx1 |
cur*@p***********.net |
|
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4.2 |
5 |
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| Cavin 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 |
2805 Porter St, Soquel, CA 95073 |
|
83146xxxx5 |
bra****@c*************.com |
4.19 |
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| Julie Ping He, CFP - Gateway Financial Advisor |
2570 North First St Ste 200 San Jose, CA 95131 |
|
40850xxxx8 |
adm*****@g*************.com |
|
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5 |
8 |
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| DWR Wealth Management |
1884 The Alameda, San Jose, CA 95126 |
|
40826xxxx0 |
rex@d*********.com |
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| Sonia Walia - US Bank |
11805 Dublin Blvd Dublin, CA 94568 |
|
41593xxxx2 |
ali********@u*****.com |
|
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4.6 |
54 |
|
352 |
343787 |
4181 |
346639 |
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| Jim Bargetto Wealth Advisor - Morgan Stanley |
6004 La Madrona Dr, Santa Cruz, Ca 95060 |
|
83144xxxx7 |
acm***********@m************.com |
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| Castelli Financial |
236 N Santa Cruz Ave #240, Los Gatos, CA 95030 |
|
40883xxxx4 |
joh*******@c****************.com |
5 |
6 |
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| Johnson Education Solutions |
101 Cooper St #2228, Santa Cruz, CA 95060 |
|
83144xxxx0 |
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| Chris George: Primerica - Financial Services |
3 Hangar Way ste b, Watsonville, CA 95076 |
|
83172xxxx3 |
aud***********@p********.com |
5.045 |
|
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|
147577 |
4075 |
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| Joe Cucchiara - CrossCountry Mortgage |
1080 Minnesota Ave Ste 1 San Jose, CA 95125 |
|
40883xxxx0 |
aar**@c*******************.com |
5 |
17 |
5 |
6 |
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|
7036 |
1287 |
8200 |
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| Michael R Bellesbach |
39500 Stevenson Pl Ste 204 Fremont, CA 94539 |
|
51079xxxx6 |
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3 |
2 |
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| California Financial and Tax Services |
20370 Town Center Ln Ste 168 Cupertino, CA 95014 |
|
40899xxxx0 |
amy@c********.com |
|
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3.6 |
8 |
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| Edward Jones - Financial Advisor: Luann M Lauesen |
563 Auto Center Dr Watsonville, CA 95076 |
|
83176xxxx1 |
a.j*********@e**********.com |
|
3 |
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| Wynn Capital Management |
101 Cooper St, Santa Cruz, CA 95060 |
|
83133xxxx7 |
ama****@w**********.com |
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| Thrivent Financial |
229 Sea Ridge Rd, Aptos, CA 95003 |
|
83168xxxx8 |
aar************@t*******.com |
|
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|
411865 |
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| Edward Jones - Financial Advisor: Marisa C Otto |
275 Tennant Ave Ste 206A Morgan Hill, CA 95037 |
|
40877xxxx0 |
a.j*********@e**********.com |
|
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5 |
1 |
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7 |
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| Dividend Detective |
|
|
80027xxxx1 |
sup****@d****************.com |
|
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| MainStreet Financial Planning - Los Gatos |
236 N Santa Cruz Ave Ste 237 Los Gatos, CA 95030 |
|
88889xxxx3 |
*nn*@m*****************.com |
|
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5 |
3 |
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| Olson Bob Certified Financial Planner |
275 Rose Ave Pleasanton, CA 94566 |
|
92560xxxx0 |
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| Armand Minasian, CFP |
1001 Bayhill Dr Fl 2 San Bruno, CA 94066 |
|
41551xxxx9 |
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| Insight Wealth Strategies |
2603 Camino Ramon Ste 350 San Ramon, CA 94583 |
|
92565xxxx0 |
agr***@i*************.com |
5 |
4 |
4.8 |
20 |
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116 |
4 |
132 |
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| The Reynolds Group |
5 Erba Ln Ste E Scotts Valley, CA 95066 |
|
83143xxxx8 |
chr*****@r***************.com |
|
3 |
3.8 |
14 |
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| Stiles-Strudley - Raymond James |
2121 41st Ave Ste 206, Capitola, CA 95010 |
|
83146xxxx6 |
aar************@r***********.com |
|
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| Flynn Financial & Insurance Services |
2121 41st Ave, Capitola, CA 95010 |
|
83147xxxx0 |
joh*@f********************.com |
|
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220 |
4 |
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|
2 |
| First American Title Company |
330 Soquel Avenue, Santa Cruz, CA 95062 |
|
83142xxxx0 |
aal***@f******.com |
4.6 |
33 |
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6 |
| Chris Buich - State Farm Insurance Agent |
2222 E Cliff Dr Ste 200 Santa Cruz, CA 95062 |
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83146xxxx0 |
chr**@c*********.com |
4.9 |
188 |
4.2 |
12 |
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513 |
74 |
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| The Dahlmeier Kass Team - Morgan Stanley |
6004 La Madrona Dr, Santa Cruz, CA 95060 |
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83144xxxx0 |
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3.52 |
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| Margaret K. Chan, CPA, CFP |
16615 Lark Ave Ste 200 Los Gatos, CA 95032 |
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40835xxxx0 |
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| Edward Jones - Financial Advisor: Kris A Schilperoort, CRPC™ |
1414 Soquel Ave, Ste 107, Santa Cruz, CA 95062 |
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83146xxxx8 |
a.j*********@e**********.com |
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| Werba Rubin Papier |
10 Almaden Blvd Fl 15 San Jose, CA 95113 |
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40854xxxx3 |
aru***@w********.com |
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| Vestus Group |
2600 Garden Rd Ste 410 Monterey, CA 93940 |
|
83165xxxx1 |
joh*@v**********.com |
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5 |
1 |
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| Novt Corp |
61 E Main St, Los Gatos, CA 95030 |
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40839xxxx5 |
adu****@c********.com |
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| Kiernan Elaine CFP Cdfa CSA |
107 Mcpherson St, Santa Cruz, CA 95060 |
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83145xxxx5 |
bro******@b*********.com |
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| Phuong N Quach - Ameriprise Financial Services |
3945 Freedom Cir Ste 460 Santa Clara, CA 95054 |
|
40833xxxx0 |
cor***********@a***.com |
4.3 |
3 |
5 |
1 |
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