ADVISOR BIO

Akash Chauhan is a financial advisor who is registered with Fidelity Personal And Workplace Advisors. Akash has been in the financial industry for over 2 years and is licensed to provide investment advice in California and Texas. Akash is a Series 7 and 63 licensed representative, as well as a Series 65 registered investment advisor. Akash specializes in portfolio management for individuals and businesses, as well as financial planning.

SPECIALIZATIONS

ADVISOR BIO

Alexander Conaghan is a registered Investment Advisor Representative with Conaghan Financial Services based in Dublin, California. Alexander Conaghan has been in the industry since April 2012 and has been registered with the state of California since August 2014. Alexander Conaghan is currently registered with the state of California and holds a Series 65 license. Conaghan Financial Services provides financial planning and portfolio management for individuals.

SPECIALIZATIONS

ADVISOR BIO

Altan od Baatar is a financial advisor registered with J.p. Morgan Securities LLC. Altan od has been in the industry for over 3 years and is licensed in California. Altan od specializes in a wide range of investment products and services, including variable annuities, mutual funds, stocks, bonds, and investment advisory services. Altan od has a strong understanding of the financial markets and can help clients develop investment strategies that meet their individual needs. Altan od has a proven track record of success in helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Ami Ibarra is a financial advisor at J.P. Morgan Securities LLC. Ami has been in the industry since 2007. Ami is registered with FINRA, the state of California, and the state of Texas. Ami has passed the Series 3, 7, and 66 exams. Prior to joining J.P. Morgan Securities LLC, Ami was employed by CHASE INVESTMENT SERVICES CORP. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Ami is also a partner in Raven Capital LLC and a contractor for RentSmallSmall, a company that rents to young professionals in Africa. Ami has a broad range of experience in the financial services industry. Ami offers a variety of financial services, including financial planning, portfolio management, and selection of other advisors.

SPECIALIZATIONS

ADVISOR BIO

Andrew De la vega is an investment advisor representative with Fidelity Personal And Workplace Advisors. Andrew has been in the industry since June 2021 and has a Series 66 and Series 7TO license. Andrew has experience with providing financial planning, educational seminars, and portfolio management for individuals and businesses. Cambridge Investment Research, Inc. is a previous employer of Andrew. Andrew has a license in 17 states and is actively registered in both California and Texas.

SPECIALIZATIONS

ADVISOR BIO

Andrew Haupt is a financial advisor in Dublin, CA with over 10 years of experience in the industry. Andrew is a Registered Representative and Investment Advisor Representative, having passed both the Series 66 and Series 7 exams, as well as the SIE exam. Andrew is currently employed by American Investors Co. in Dublin, CA. Previously, Andrew was employed by AMERICAN INVESTORS COMPANY in Pleasanton, CA. Andrew works with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth. Andrew provides a range of services, including financial planning, portfolio management, and selection of other advisors. Andrew also works for Allied Tax Planners in Pleasanton, CA, preparing and planning federal and state income tax returns for individuals and entities.

SPECIALIZATIONS

ADVISOR BIO

Andrew Wong is an Investment Advisor Representative with Fincop Financial Planning. Andrew has been in the financial services industry since 2024. Andrew holds the Series 65 license and is registered with the state of California. Andrew specializes in financial planning, educational seminars, and the selection of other advisors. Andrew is also a police officer with the City of Mountain View.

SPECIALIZATIONS

ADVISOR BIO

Anthony Pontes is a Registered Investment Advisor with Marathon Retirement Planning. He is a financial professional with over 30 years of experience in the industry. Anthony's areas of expertise include financial planning, portfolio management and selection of other advisors. Anthony is committed to providing personalized financial advice that meets the needs of his clients.

SPECIALIZATIONS

ADVISOR BIO

Brighton Chaguma is a financial professional licensed in California. Brighton's professional career began in 2015, and they have experience with J.p. Morgan Securities LLC. Brighton works primarily with individuals and corporations and has experience in the areas of financial planning, pension consulting, and selection of other advisors.

SPECIALIZATIONS

ADVISOR BIO

Bryan Yun is a financial advisor registered with J.p. Morgan Securities LLC. Bryan has been in the financial services industry since 2016. Bryan has a Series 7, Series 6, Series 63, and Series 66 licenses, as well as the Securities Industry Essentials (SIE) Exam. Bryan is also a Chartered Financial Analyst. Bryan specializes in working with high-net-worth individuals, corporations and businesses, insurance companies, charitable organizations, and pension and profit-sharing plans. Bryan's previous employers include JPMorgan Chase Bank, N.A., University of California, Berkeley, and Wonders Pediatric Therapy.

SPECIALIZATIONS