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California
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San Jose
San Jose Personal Financial Planning
Eric R. Heckman, CFP®, ChFC, CLU
Ellen Yu Lau, CFP®, MBA
Jacqueline Mayer, CFP®
Hilary Martin, MBA, CFP®
Curtis D. Davis, CFP®, ChFC
Craig L. Martin, MSFS, CFP®, CLU, ChF
Ken Prodger, CFP®, ChFC, ChSNC
Mary H. Nilson, CFP®
Michael Zaplitny, CFP®
Dave S. Samuels, CFP®, CLU
Conrad M. Aarseth, CFP®
Renee Snow, CFP®
Reuben K. Chen, CFP®, RFC
Bill T. Weihman, CFP®
William F. Oakes, EA, CFP®
Laura A. Leavitt, CFP®
Eric Golberg, CFP®
Robert Manganaro, CFP®, MBA
Austin W. Chinn, CFP®
Sue H. Ferdig, CFP®, AWMA, CRPC(R)
Margaret (Peggy) M. Stephan, CFP®
Emily W. Van Hoorickx, CFP®
Camilla Neri, CFP®
Veda A. Cassells-Jones, CFP®, AIF, CLTC
Joanne D. Mungall, CFP®
Kent E. Noard, CFP®, EA
Sandra L. Wales, CFP®
