Advisor Directory

Diane Kohler

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone415-445-8343

Visit websitelaunch Visit West Valley Peninsula Grouplaunch Emailmail_outlined

Don Woo, AWM, CFP®

Senior Vice President - Financial Advisor

Senior Portfolio Director Group

phone408-947-3318

Michael Cox

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone415-445-8660

Visit The Nickel Cox Grouplaunch Emailmail_outlined

Chris Spence

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone925-949-5205

Visit York Spence Wealth Grouplaunch Emailmail_outlined

Marshall Wealth Management Group

phone415-212-1525

York Spence Wealth Group

phone925-949-5204

Visit The Meyers Investment Teamlaunch Emailmail_outlined

Bruce Meyers, AWM

Managing Director - Financial Advisor

Senior Portfolio Director Group

phone925-949-5210

Jeffrey Rodvien

Senior Vice President - Financial Advisor

Portfolio Director Group

phone925-949-5225

Visit SRI Wealth Management Grouplaunch Emailmail_outlined

Michelle Schiro

First Vice President - Financial Advisor

Portfolio Director Group

phone415-445-8232

Douglas Gapper, CIMA®

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone415-445-8248

Visit The Gapper Wealth Management Grouplaunch Emailmail_outlined

Kuosen Fung, CFP®

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone415-445-8470

Brian Wells

Managing Director - Financial Advisor

Senior Portfolio Director Group

phone415-445-8251

Visit Marshall Wealth Management Grouplaunch Emailmail_outlined

Bill Marshall

Senior Vice President - Financial Advisor

phone415-445-6323

David Persin

Senior Vice President - Financial Advisor

Portfolio Director Group

phone925-279-1737

Visit East Bay Wealth Management Grouplaunch Emailmail_outlined

SRI Wealth Management Group

phone415-445-8232

Dave Iubelt

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone775-824-7160

Visit Hill Investment Teamlaunch Emailmail_outlined

Steven Hill

Managing Director - Financial Advisor

Senior Portfolio Director Group

phone775-824-7063

Theodore Simos

Senior Vice President - Financial Advisor

Portfolio Director Group

phone925-279-1736

Visit East Bay Wealth Management Grouplaunch Emailmail_outlined

The Nickel Cox Group

phone415-445-8660

The Pathfinder Group

phone530-806-1316

Friedman Peters Group

phone415-445-6343

Visit East Bay Wealth Management Grouplaunch Emailmail_outlined

Zachary Persin

Associate Vice President - Financial Advisor

phone925-279-1734

Pat Howell

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone559-447-8238

The Meyers Investment Team

phone925-949-5210

Visit Hawk Hill Wealth Management Grouplaunch Emailmail_outlined

Magnus DuBorg, CFP®

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone925-279-1732

The Tucker Crane Group

phone925-949-5222

Tim H Humes, AWM

Senior Vice President - Financial Advisor

Senior Portfolio Director Group

phone775-824-7067

Visit The Tucker Crane Grouplaunch Emailmail_outlined

David Tucker, AWM

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone925-949-5222

Paul Mosqueda

Senior Vice President - Financial Advisor

Portfolio Director Group

phone559-447-8218

Carl Ilg

First Vice President - Financial Advisor

phone415-445-8486

Visit websitelaunch Visit The Addington Grouplaunch Emailmail_outlined

Brian Addington

Managing Director - Financial Advisor

Senior Portfolio Director Group

phone415-445-6339

Joseph J. Martello

Managing Director - Financial Advisor

Portfolio Director Group

phone831-333-5911

Brad Baron, AWM

Senior Vice President - Financial Advisor

Senior Portfolio Director Group

phone408-947-3313

Visit The Nickel Cox Grouplaunch Emailmail_outlined

Mark Nickel

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone415-445-8660

Ted Moorhead, CDFA®, CPFA®, CRPC®, ChFC®

Senior Vice President - Financial Advisor

Portfolio Manager - Portfolio Focus

phone408-947-3398

Visit Seidler / Cattich Grouplaunch Emailmail_outlined

Gary Cattich

Managing Director - Financial Advisor

phone415-445-6364

Hawk Hill Wealth Management Group

phone925-279-1732

Visit Marshall Wealth Management Grouplaunch Emailmail_outlined

Bob Marshall

Senior Vice President - Financial Advisor

phone415-445-6366

Thomas P. Collins

Senior Vice President - Financial Advisor

Portfolio Director Group

phone415-445-8262

Visit Morgan / Chapman Grouplaunch Emailmail_outlined

Ron Chapman

Vice President - Financial Advisor

phone408-947-3316

The Gapper Wealth Management Group

phone415-445-8248

Keith Loegering

Senior Vice President - Financial Advisor

Portfolio Director Group

phone415-445-8217

Visit Sargenti-Pace Wealth Management Grouplaunch Emailmail_outlined

Gary Sargenti, AWM

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone408-947-3340

Justin Klueger, CPFA®

First Vice President - Financial Advisor

Portfolio Manager - Portfolio Focus

phone415-445-8230

Visit The Brown & Klueger Grouplaunch Emailmail_outlined

Maria D Boisvert, AWM

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone408-947-3301

Visit websitelaunch Visit West Valley Peninsula Grouplaunch Emailmail_outlined

Matthew Larrabure, CFP®, CPFA®, CRPC®

Associate Vice President - Financial Advisor

Portfolio Manager - Portfolio Focus

phone415-445-8483

Visit Anderson Wealth Solutions Grouplaunch Emailmail_outlined

Steven Anderson, CIMA®

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone775-824-7159

Cydney Crampton, AWM

First Vice President - Financial Advisor

Private Client Group

phone831-333-5915

Visit websitelaunch Visit The Crampton Metcalf Grouplaunch Emailmail_outlined

Kerry Farley

Associate Vice President - Financial Advisor

phone415-445-8485

Clifford Iubelt, CPWA®, CRPC®, ChFC®

Vice President - Financial Advisor

phone775-824-7041

Scott H. Weber

Managing Director - Branch Director

Senior Portfolio Manager - Portfolio Focus

phone559-447-8241

Frank C. Vargas Jr.

Senior Vice President - Financial Advisor

Senior Portfolio Director Group

phone559-447-8207

Seidler / Cattich Group

phone415-445-6365

JPG Wealth Solutions Group

phone408-891-8127

Tony Barbash

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone775-824-7057

Otta Wealth Management Group

phone559-447-8201

Visit West Valley Peninsula Grouplaunch Emailmail_outlined

Clifton Santikul

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone408-947-3335

Kimberly Beatty

Vice President - Financial Advisor

phone925-279-1735

Visit East Bay Wealth Management Grouplaunch Emailmail_outlined

Matthew Forrey

Senior Vice President - Financial Advisor

Portfolio Manager - Portfolio Focus

phone925-279-1710

Visit The Carbonell Forrey Wealth Management Grouplaunch Emailmail_outlined

Christine Sarafian

Vice President - Financial Advisor

phone775-824-7043

Visit The Sarafian Grouplaunch Emailmail_outlined

Carlton Pace, CFP®, CIMA®

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone408-947-3312

Visit Pace Wealth Management Grouplaunch Visit Sargenti-Pace Wealth Management Grouplaunch Emailmail_outlined

Norman Sarafian

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone775-824-7046

Visit The Sarafian Grouplaunch Emailmail_outlined

Robin Brunson

Associate Vice President - Financial Advisor

phone775-824-7056

The Blue Jade Wealth Management Group

phone408-947-3323

Sargenti-Pace Wealth Management Group

phone408-947-3340

Patrick Farley, CIMA®, CPFA

Managing Director - Branch Director

Senior Portfolio Manager - Portfolio Focus

phone415-445-8484

Visit The Hoffman Xu Grouplaunch Emailmail_outlined

Arch Hoffman

Senior Vice President - Financial Advisor

phone415-445-8233

Jim Galindo

Senior Vice President - Financial Advisor

phone408-891-8127

Emailmail_outlined

Clifton Kelly

First Vice President - Financial Advisor

Portfolio Director Group

phone415-445-8476

Visit Kelly, Brown & Reilly Wealth Management Grouplaunch Emailmail_outlined

Peter de Castro

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone415-445-8218

The FPI Group

phone415-445-8484

Visit Kelly, Brown & Reilly Wealth Management Grouplaunch Emailmail_outlined

Terri Brown, CFP®

First Vice President - Financial Advisor

Senior Portfolio Director Group

phone415-445-8475

Clark Morgan, RICP®

Senior Vice President - Financial Advisor

phone408-947-3326

Visit Morgan / Chapman Grouplaunch Emailmail_outlined

Rob H. Hill

Vice President - Financial Advisor

Portfolio Director Group

phone775-824-7062

Visit Hill Investment Teamlaunch Emailmail_outlined

David Deruelle

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone831-236-8844

Visit Kelly, Brown & Reilly Wealth Management Grouplaunch Emailmail_outlined

Stuart Reilly

Senior Vice President - Financial Advisor

Portfolio Director Group

phone415-445-8477

The Brown & Klueger Group

phone415-445-6350

Cecchin Townsend Group

phone415-445-8228

Visit West Valley Peninsula Grouplaunch Emailmail_outlined

Amado Rivera, CFP®

Associate Vice President - Financial Advisor

phone408-947-3336

Paul Comcowich

Senior Vice President - Financial Advisor

Portfolio Manager - Portfolio Focus

phone775-824-7058

Visit Otta Wealth Management Group launch Emailmail_outlined

Nicole Otta

Financial Advisor

phone559-447-8202

Wolfgang Hawlisch

Senior Vice President - Financial Advisor

phone916-939-3078

Visit East West Investment Grouplaunch Emailmail_outlined

Thomas Schryver

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone415-445-8400

Kris Sorensen

Vice President - Financial Advisor

phone408-947-3315

Visit SRI Wealth Management Grouplaunch Emailmail_outlined

Catherine Chen, AWM, CIMA®

Managing Director - Financial Advisor

Senior Portfolio Director Group

phone415-445-8308

Margarita Perry, CPFA®

Senior Vice President - Financial Advisor

Senior Portfolio Director Group

phone415-445-8480

Pace Wealth Management Group

phone408-947-3312

Eric Englund

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone415-445-6303

The Crampton Metcalf Group

phone831-333-5915

Visit York Spence Wealth Grouplaunch Emailmail_outlined

Brandon York

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone925-949-5204

Morgan / Chapman Group

phone408-947-3326

Lance Newlin

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone775-824-7155

Emailmail_outlined

Steven Spiesberger

Senior Vice President - Financial Advisor

phone415-445-8644

Visit JPG Wealth Solutions Grouplaunch Emailmail_outlined

Justin Parkhurst

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone408-947-3307

The IC Group

phone775-824-7058

Anderson Wealth Solutions Group

phone775-824-7159

James S. Lin, CPFA®, CRPC®, MBA

Senior Vice President - Financial Advisor

Portfolio Director Group

phone925-949-5213

Visit The Hoffman Xu Grouplaunch Emailmail_outlined

Luna Xu, ChFC®

Vice President - Financial Advisor

phone415-445-8234

Lance Newlin

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone775-824-7155

Visit Otta Wealth Management Group launch Emailmail_outlined

Mark Otta, AWM

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone559-447-8201

Thomas Van Dyck, CIMA®

Managing Director - Financial Advisor

Senior Portfolio Director Group

phone415-445-8304

Visit SRI Wealth Management Grouplaunch Emailmail_outlined

Hill Investment Team

phone775-824-7063

Helen Abe, CIMA®, CPFA®, CRPC®

Senior Vice President - Financial Advisor

Senior Portfolio Director Group

phone415-445-8468

Mark Ruof, AWM, CFP®, CPFA®

Senior Vice President - Financial Advisor

Senior Portfolio Director Group

phone559-447-8212

West Valley Peninsula Group

phone408-947-3334

Visit The Carmichael Grouplaunch Emailmail_outlined

Robert F Carmichael

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone925-949-5200

Edward Schuller

Senior Vice President - Financial Advisor

phone415-445-8312

James Sugay

Senior Vice President - Financial Advisor

Portfolio Director Group

phone925-212-6017

East Bay Wealth Management Group

phone925-279-1737

Visit The Tucker Crane Grouplaunch Emailmail_outlined

Nick Crane

Managing Director - Financial Advisor

phone916-939-3063

The Carbonell Forrey Wealth Management Group

phone925-279-1711

Kelly, Brown & Reilly Wealth Management Group

phone415-445-8476

Visit The Brown & Klueger Grouplaunch Emailmail_outlined

Dustin Brown, AWM

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone415-445-6350

East West Investment Group

phone415-445-8400

The Grayson Group

phone415-608-6545

The Addington Group

phone415-445-6339

Visit West Valley Peninsula Grouplaunch Emailmail_outlined

Lucie Honosutomo, CPFA®

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone408-947-3334

The Carmichael Group

phone925-949-5200

Visit Cecchin Townsend Grouplaunch Emailmail_outlined

Tim Cecchin

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone415-445-8228

Carl Hinds

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone559-447-8237

The Hoffman Xu Group

phone415-445-8233

Bruce Kalajian

Senior Vice President - Financial Advisor

Senior Portfolio Director Group

phone559-447-8221