Advisor Directory

Visit The Meyers Investment Teamlaunch Emailmail_outlined

Bruce Meyers, AWM

Managing Director - Financial Advisor

Senior Portfolio Director

phone925-949-5210

Carlton Pace, CFP®, CIMA®

Managing Director - Financial Advisor

RBC Sports & Entertainment Professional

Senior Portfolio Manager

phone408-947-3312

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

Thomas Schryver

Senior Vice President - Financial Advisor

Senior Portfolio Manager

phone415-445-8400

Visit East West Investment Grouplaunch Emailmail_outlined

Ted Murphy

Managing Director - Financial Advisor

Senior Portfolio Manager

phone415-516-0235

West Valley Peninsula Group

phone408-947-3334

The Meyers Investment Team

phone925-949-5210

Visit Sargenti-Pace Wealth Management Grouplaunch Emailmail_outlined

Gary Sargenti, AWM

Senior Vice President - Financial Advisor

Senior Portfolio Manager

phone408-947-3340

Theodore Simos

Senior Vice President - Financial Advisor

Portfolio Director

phone925-279-1736

Visit East Bay Wealth Management Grouplaunch Emailmail_outlined

Brandon York

Senior Vice President - Financial Advisor

Senior Portfolio Manager

phone925-949-5204

Visit York Spence Wealth Grouplaunch Emailmail_outlined

Helen Abe, CPFA®, CRPC®

Senior Vice President - Financial Advisor

Senior Portfolio Director

phone415-445-8468

Visit West Valley Peninsula Grouplaunch Emailmail_outlined

Clifton Santikul

Senior Vice President - Financial Advisor

Senior Portfolio Manager

phone408-947-3335

Peter de Castro

Managing Director - Financial Advisor

Senior Portfolio Manager

phone415-445-8218

Visit The Founders Grouplaunch Emailmail_outlined

Carbonell Wealth Management

phone925-279-1711

Carl Hinds

Senior Vice President - Financial Advisor

Senior Portfolio Manager

phone559-447-8237

Visit Kelly, Brown & Reilly Wealth Management Grouplaunch Emailmail_outlined

Terri Brown, CFP®

First Vice President - Financial Advisor

Senior Portfolio Director

phone415-445-8475

Sargenti-Pace Wealth Management Group

phone408-947-3340

The Addington Group

phone415-445-6339

Robert F Carmichael

Managing Director - Financial Advisor

Senior Portfolio Manager

phone925-949-5200

Emailmail_outlined

Pace Wealth Management Group

phone408-947-3312

Visit York Spence Wealth Grouplaunch Emailmail_outlined

Jim Galindo

Senior Vice President - Financial Advisor

Senior Portfolio Manager

phone408-891-8127

Emailmail_outlined

Chris Spence

Senior Vice President - Financial Advisor

Senior Portfolio Manager

phone925-949-5205

Zachary Persin

Associate Vice President - Financial Advisor

phone925-279-1734

Visit East Bay Wealth Management Grouplaunch Emailmail_outlined

Michelle Schiro

First Vice President - Financial Advisor

Portfolio Director

phone415-445-8232

Visit SRI Wealth Management Grouplaunch Emailmail_outlined

Brian Wells

Managing Director - Financial Advisor

Senior Portfolio Director

phone415-445-8251

Paul Mosqueda

Senior Vice President - Financial Advisor

Portfolio Director

phone559-447-8218

Luna Xu, ChFC®

Vice President - Financial Advisor

phone415-445-8234

Visit SRI Wealth Management Grouplaunch Emailmail_outlined

Catherine Chen, AWM, CIMA®

Managing Director - Financial Advisor

Senior Portfolio Director

phone415-445-8308

James S. Lin, CPFA®, CRPC®, MBA

Senior Vice President - Financial Advisor

Portfolio Director

phone925-949-5213

Matthew Larrabure, CFP®, CPFA®, CRPC®

Vice President - Financial Advisor

Portfolio Manager

phone415-445-8483

Marshall Wealth Management Group

phone415-212-1525

The FPI Group

phone415-445-8484

Carl Ilg

Senior Vice President - Financial Advisor

phone415-445-8486

Visit SRI Wealth Management Grouplaunch Emailmail_outlined

Thomas Van Dyck, CIMA®

Managing Director - Financial Advisor

Senior Portfolio Director

phone415-445-8304

The Gapper Wealth Management Group

phone415-445-8248

Mark Nickel

Managing Director - Financial Advisor

Senior Portfolio Manager

Visit The Nickel Cox Grouplaunch Emailmail_outlined

The Pathfinder Group

phone530-806-1316

Diane Kohler

Managing Director - Financial Advisor

Senior Portfolio Manager

phone415-445-8343

Tim Cecchin

Managing Director - Financial Advisor

Senior Portfolio Manager

Visit Cecchin Townsend Grouplaunch Emailmail_outlined

Kuosen Fung, CFP®

Senior Vice President - Financial Advisor

Senior Portfolio Manager

phone415-445-8470

Visit Marshall Wealth Management Grouplaunch Emailmail_outlined

Bill Marshall

Senior Vice President - Financial Advisor

phone415-445-6323

The Grayson Group

phone415-608-6545

Matthew Forrey

Senior Vice President - Financial Advisor

Portfolio Manager

phone925-279-1710

Visit Marshall Wealth Management Grouplaunch Emailmail_outlined

Bob Marshall

Senior Vice President - Financial Advisor

phone415-212-1525

York Spence Wealth Group

phone925-949-5204

Visit Carbonell Wealth Managementlaunch Emailmail_outlined

Jim Carbonell, MBA

Senior Vice President - Financial Advisor

Senior Portfolio Manager

phone925-279-1711

Mark Ruof, AWM, CFP®, CPFA®

Senior Vice President - Financial Advisor

Senior Portfolio Director

phone559-250-0795

Frank C. Vargas Jr.

Senior Vice President - Financial Advisor

Senior Portfolio Director

phone559-447-8207

The Tucker Isola Group

phone925-949-5239

Visit The Tucker Isola Grouplaunch Emailmail_outlined

David Tucker, AWM

Managing Director - Financial Advisor

Senior Portfolio Manager

phone925-949-5222

Friedman Peters Group

phone415-470-6260

Cydney Crampton, AWM

First Vice President - Financial Advisor

phone831-333-5915

Visit The Tucker Isola Grouplaunch Emailmail_outlined

Mike Isola, CFP®

Senior Vice President - Financial Advisor

Senior Portfolio Manager

phone925-279-1713

The Nickel Cox Group

Joe Martello

Managing Director - Financial Advisor

Portfolio Director

phone831-333-5911

Kerry Farley

Vice President - Financial Advisor

phone415-445-8485

Visit West Valley Peninsula Grouplaunch Emailmail_outlined

Ethan Santikul

Financial Advisor

phone408-947-3397

The Brown & Klueger Group

phone415-445-8230

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

Senior Vice President - Financial Advisor

Senior Portfolio Manager

phone408-947-3398

JPG Wealth Solutions Group

phone408-891-8127

Amado Rivera, CFP®

Vice President - Financial Advisor

phone408-947-3336

The Founders Group

phone415-445-8218

Kris Sorensen

First Vice President - Financial Advisor

Portfolio Director

phone408-759-0416

Visit Pat Howell and Shelia Gray Wealth Management Grouplaunch Emailmail_outlined

Pat Howell

Managing Director - Financial Advisor

Senior Portfolio Manager

phone559-447-8238

Bruce Kalajian

Senior Vice President - Financial Advisor

Senior Portfolio Director

phone559-447-8221

Visit Otta Wealth Management Grouplaunch Emailmail_outlined

Mark Otta, AWM

Managing Director - Financial Advisor

Senior Portfolio Manager

phone559-447-8201

Otta Wealth Management Group

phone559-447-8201

The Blue Jade Wealth Management Group

phone408-947-3323

Visit Kelly, Brown & Reilly Wealth Management Grouplaunch Emailmail_outlined

Clifton Kelly

First Vice President - Financial Advisor

Portfolio Director

phone415-445-8476

Stuart Reilly

Senior Vice President - Financial Advisor

Portfolio Director

phone415-445-8477

Visit Kelly, Brown & Reilly Wealth Management Grouplaunch Emailmail_outlined

Ron Chapman

First Vice President - Financial Advisor

Portfolio Manager

phone408-947-3316

Visit East Bay Wealth Management Grouplaunch Emailmail_outlined

David Persin

Senior Vice President - Financial Advisor

Portfolio Director

phone925-279-1737

Shelia Gray, APP

Financial Advisor

phone559-447-8239

Visit Pat Howell and Shelia Gray Wealth Management Grouplaunch Emailmail_outlined

Magnus DuBorg, CFP®

Senior Vice President - Financial Advisor

Senior Portfolio Manager

phone925-279-1700

Visit Hawk Hill Wealth Management Grouplaunch Emailmail_outlined

Scott H. Weber

Managing Director - Branch Director

Senior Portfolio Manager

phone559-447-8241

Visit The Tucker Isola Grouplaunch Emailmail_outlined

David Tucker

Financial Advisor

phone925-949-5239

Dustin Brown, AWM

Senior Vice President - Financial Advisor

Senior Portfolio Manager

phone415-445-6350

Visit The Brown & Klueger Grouplaunch Emailmail_outlined

SRI Wealth Management Group

phone415-445-8232

Brian Addington

Managing Director - Financial Advisor

Senior Portfolio Director

Visit The Addington Grouplaunch Emailmail_outlined

Kelly, Brown & Reilly Wealth Management Group

phone415-445-8476

Visit JPG Wealth Solutions Grouplaunch Emailmail_outlined

Justin Parkhurst

Senior Vice President - Financial Advisor

Senior Portfolio Manager

phone408-292-2442

Steven Spiesberger

Senior Vice President - Financial Advisor

phone415-445-8644

Thomas P. Collins

Senior Vice President - Financial Advisor

Portfolio Director

phone415-445-8262

Brad Baron, AWM

Senior Vice President - Financial Advisor

Senior Portfolio Director

phone408-947-3313

Eric Englund

Managing Director - Financial Advisor

Senior Portfolio Manager

phone415-445-6303

East West Investment Group

phone415-445-8400

Visit SRI Wealth Management Grouplaunch Emailmail_outlined

Farralon Udom, CFA

Vice President - Financial Advisor

Portfolio Director

phone415-445-8309

Gary Cattich

Managing Director - Financial Advisor

Portfolio Director

phone415-445-6364

Margarita Perry, CDFA®, CPFA®

Senior Vice President - Financial Advisor

Senior Portfolio Director

phone415-445-8480

Xavier Lema

Vice President - Financial Advisor

phone415-445-8639

James Sugay

Senior Vice President - Financial Advisor

Portfolio Director

phone925-212-6017

Visit West Valley Peninsula Grouplaunch Emailmail_outlined

Lucie Honosutomo, CPFA®

Senior Vice President - Financial Advisor

Senior Portfolio Manager

phone408-947-3334

East Bay Wealth Management Group

phone925-279-1737

Visit The Brown & Klueger Grouplaunch Emailmail_outlined

Justin Klueger, CPFA®

Senior Vice President - Financial Advisor

Senior Portfolio Manager

phone415-445-8230

Nicole Otta

Financial Advisor

phone559-447-8202

Visit Otta Wealth Management Grouplaunch Emailmail_outlined

Patrick Farley, CIMA®, CPFA

Managing Director - Branch Director

Senior Portfolio Manager

phone415-445-8484

Visit The Gapper Wealth Management Grouplaunch Emailmail_outlined

Douglas Gapper, CIMA®

Managing Director - Financial Advisor

Senior Portfolio Manager

phone415-445-8248

Hawk Hill Wealth Management Group

phone925-279-1732

Cecchin Townsend Group

phone415-445-8228

David Deruelle

Senior Vice President - Financial Advisor

Senior Portfolio Manager

phone916-939-3052

Pat Howell and Shelia Gray Wealth Management Group

phone559-447-8238

Michael Cox

Senior Vice President - Financial Advisor

Senior Portfolio Manager