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