Jovita Ruiz Honor
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Profil
Ms. Jovita R.
Honor is a Principal at Founders Financial Network LLC.
Prior to joining Founders, she was a principal at Prialta Advisors and worked in related areas of the financial services industry including as a hedge fund accountant at investment bank Robertson, Stephens & Company, a trust accountant and pension administrator with pension consulting firm Lawrence Johnson & Associates, and as a mortgage underwriter.
Ms. Honor is deeply involved in her community serving on the Board of the Junior League of Palo Alto Mid Peninsula and Vintage Affaire.
Ms. Honor received her Bachelor of Science degree in Business Administration with emphasis in Finance and Real Estate from University of California, Berkeley, Walter Haas School of Business in 1992.
She is a Certified Financial Planner practitioner and holds the Certified Investment Management Analyst designation.
Ms. Honor is an Enrolled Agent, federally-licensed to prepare tax returns and represent taxpayers before the Internal Revenue Service.
She is also a National Association of Personal Financial Advisors Registered Financial Advisor.
Ehemalige bekannte Positionen von Jovita Ruiz Honor
Unternehmen | Position | Ende |
---|---|---|
Founders Financial Network LLC
Founders Financial Network LLC Investment ManagersFinance Founders Financial Network LLC is a registered investment advisor located in Cupertino, California. The firm is a wholly-owned subsidiary of Buckingham Asset Management LLC. They provide financial planning and investment supervisory services to individuals, trusts, estates, charitable organizations, pension and profit sharing plans, corporations and business entities. | Corporate Officer/Principal | 06.09.2014 |
Lawrence Johnson & Associates | Corporate Officer/Principal | - |
Robertson Stephens & Co. | Corporate Officer/Principal | - |
Parkworth Wealth Management, Inc.
Parkworth Wealth Management, Inc. Investment ManagersFinance Parkworth Wealth Management, Inc. provides investment advice. The private company is based in San Jose, CA. | Corporate Officer/Principal | - |
Ausbildung von Jovita Ruiz Honor
University of California, Berkeley | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 4 |
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Robertson Stephens & Co. | Finance |
Lawrence Johnson & Associates | Commercial Services |
Founders Financial Network LLC
Founders Financial Network LLC Investment ManagersFinance Founders Financial Network LLC is a registered investment advisor located in Cupertino, California. The firm is a wholly-owned subsidiary of Buckingham Asset Management LLC. They provide financial planning and investment supervisory services to individuals, trusts, estates, charitable organizations, pension and profit sharing plans, corporations and business entities. | Finance |
Parkworth Wealth Management, Inc.
Parkworth Wealth Management, Inc. Investment ManagersFinance Parkworth Wealth Management, Inc. provides investment advice. The private company is based in San Jose, CA. | Finance |