ADVISOR BIO

Adam Klick is a financial advisor with Fisher Investments, a firm managing over $298 billion in assets. Adam has been in the industry since 2013 and currently holds a Series 66 license. Adam is also a licensed investment advisor in California and Texas. Adam previously worked at Signator Investors, Inc. Adam is also the business owner of THE ADVENTURE INDEX.

SPECIALIZATIONS

ADVISOR BIO

Adam Michael Schneider is an investment advisor representative with Fisher Investments. Adam is registered with the state of California. Adam has been in the industry since September 2012. Adam obtained his Series 65 license on July 3, 2013. Adam is registered to provide investment advice to individuals, high net worth individuals, investment companies, pooled investment vehicles, corporations or other businesses, and charitable organizations.

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ADVISOR BIO

Alex Barth Katz is an investment advisor representative with Summitry, LLC, a registered investment adviser. Alex has been in the industry since May 2012 and has a Series 65 license. Alex holds a current registration with the state of California. Alex has previously worked at Opes Advisors in Cupertino, CA and Golub Group in San Mateo, CA. Summitry, LLC is located in San Mateo, CA and provides advisory services to individuals, businesses, pension plans, charitable organizations, and investment companies. The firm has a total of 1301 accounts with assets under management of $2,450,702,244.

SPECIALIZATIONS

ADVISOR BIO

Alexander Jeousian Deng is an Investment Advisor Representative at Fisher Investments, a firm that provides investment advisory services to individuals, families, and institutions. Alexander has been with Fisher Investments since May 2011 and has experience in the financial industry since December 2009. Alexander specializes in providing portfolio management services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Alexander holds a Series 63 and Series 65 licenses and has been registered with the state of California as an Investment Advisor Representative. Alexander is also registered with the state of Texas as an Investment Advisor Representative.

SPECIALIZATIONS

ADVISOR BIO

Alison Mori Fowler is an Investment Advisor Representative with Fisher Investments in SAN MATEO, CA. Alison has been in the industry for over 6 years and holds a Series 65 license. Alison is a registered Investment Advisor in California. Alison focuses on providing portfolio management services for individuals, businesses, investment companies and pooled investment vehicles. Alison also provides financial planning and portfolio assessment services.

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ADVISOR BIO

Amir Fallahi Arzoodar is an Investment Advisor Representative associated with Fisher Investments. Amir has been in the industry since September 2001 and has passed the Uniform Investment Adviser Law Examination (Series 65) in October 2007. Amir is registered with the state of California since November 2007 and with the state of Texas since March 2022.

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ADVISOR BIO

Andrew Cooper is an investment advisor representative registered with Fisher Investments. Andrew has been in the industry since June 2014 and is licensed in California and Texas. Andrew specializes in providing financial planning services, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Andrew is also registered to provide portfolio assessment services. Andrew holds a Series 65 license and has passed the Uniform Investment Adviser Law Examination.

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ADVISOR BIO

Anthony J. Essma is a financial advisor with over 30 years of experience in the industry. Anthony is currently registered with Morgan Stanley and has held previous positions at UBS Financial Services Inc., Scottrade, Inc., Charles Schwab & Co., Inc., B C Financial Corporation and First Investors Corporation. Anthony has a wide range of experience in the financial services industry and is well-versed in various financial products and services.

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ADVISOR BIO

Brian Thorbrogger is a financial advisor with Morgan Stanley. Brian has been in the financial industry since 2002. Brian is a registered representative in 17 states. Brian is also a registered investment advisor in 2 states. Brian is a Series 7 and Series 63 licensed professional. In addition to Series 7 and Series 63, Brian is also licensed to provide investment advice in California and Texas. Brian's experience with Morgan Stanley began in 2009 when he joined Morgan Stanley Smith Barney. Brian works out of the San Mateo office. Brian is a licensed investment professional committed to helping clients achieve their financial goals.

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ADVISOR BIO

Chad Allen is a financial advisor with Fisher Investments. Chad has been in the industry since 2003 and is registered with the state of California and Texas. Chad is licensed to provide investment advice to individuals, high-net-worth individuals, corporations, charitable organizations, state and municipal government entities, insurance companies, investment companies, pooled investment vehicles, and other investment advisors. Chad has been with Fisher Investments since 2003.

SPECIALIZATIONS