aristaadv.com
About Arista Investment Advisors, Ltd. – Team – Partners – FAQs
http://www.aristaadv.com/about-arista-investment-advisors/team
Investment Consulting and Portfolio Management. Charles Schwab Account Login. Investment Consulting and Portfolio Management. Charles Schwab Account Login. Jerry M. Schwartz, CFP. Co-Founder, Principal, and Chief Compliance Officer. A native New Yorker, Jerry earned a Bachelor of Arts degree in philosophy from Stony Brook University. And a Master of Arts degree in comparative East-West philosophy from the University of Hawaii at Manoa. And the Hawaii Estate Planning Council. And KHET Hawaii Public Televi...
codafinancialgroup.com
Gabe Stepanic, CFP® | codafinancialgroup.com
http://www.codafinancialgroup.com/team-member/gabe-stepanic-cfp®
Client Bill of Rights. Glenn T. Kishida. Gabe Stepanic, CFP. Gabe Stepanic, CFP. Gabe serves as a Managing Partner with Coda Financial Group and is a C. Practitioner. His primary focus is assisting clients to enhance and improve their overall life plan. Drawing on 14 years of industry experience, Gabe educates clients on strategies designed to achieve comprehensive financial independence including:. Practitioner, Gabe offers both institutionally managed programs as well as fee based consulting. Outside o...