Advisor Directory

Tim Cecchin

Managing Director - Financial Advisor

Senior Portfolio Manager

Visit Cecchin Townsend Grouplaunch Emailmail_outlined

Matthew Larrabure, CFP®, CPFA®, CRPC®

Vice President - Financial Advisor

Portfolio Manager

phone415-445-8483

Visit The FPI Grouplaunch Emailmail_outlined

Xavier Lema

Vice President - Financial Advisor

phone415-445-8639

Visit websitelaunch Visit The FPI Grouplaunch Emailmail_outlined

Patrick Farley, CIMA®, CPFA

Managing Director - Branch Director

Senior Portfolio Manager

phone415-445-8484

Visit The FPI Grouplaunch Emailmail_outlined

Catherine Chen, AWM, CIMA®

Managing Director - Financial Advisor

Senior Portfolio Director

phone415-445-8308

Visit SRI Wealth Management Grouplaunch Emailmail_outlined

Clifton Santikul

Senior Vice President - Financial Advisor

Senior Portfolio Manager

phone408-947-3335

Visit West Valley Peninsula Grouplaunch Emailmail_outlined

Helen Abe, CPFA®, CRPC®

Senior Vice President - Financial Advisor

Senior Portfolio Director

phone415-445-8468

York Spence Wealth Group

phone925-949-5204

Visit East West Investment Grouplaunch Emailmail_outlined

Thomas Schryver

Senior Vice President - Financial Advisor

Senior Portfolio Manager

phone415-445-8400

Margarita Perry, CDFA®, CPFA®

Senior Vice President - Financial Advisor

Senior Portfolio Director

phone415-445-8480

Luna Xu, ChFC®

Vice President - Financial Advisor

phone415-445-8234

Visit The Tucker Isola Grouplaunch Emailmail_outlined

David Tucker

Financial Advisor

phone925-949-5239

Jim Galindo

Senior Vice President - Financial Advisor

Senior Portfolio Manager

phone408-891-8127

Visit The Brown & Klueger Grouplaunch Emailmail_outlined

Dustin Brown, AWM

Senior Vice President - Financial Advisor

Senior Portfolio Manager

phone415-445-6350

Otta Wealth Management Group

phone559-447-8201

Murphy Private Wealth

phone415-516-0235

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

Senior Vice President - Financial Advisor

Senior Portfolio Manager

phone408-947-3398

Visit The Brown & Klueger Grouplaunch Emailmail_outlined

Justin Klueger, CPFA™

Senior Vice President - Financial Advisor

Senior Portfolio Manager

phone415-445-8230

Chris Spence

Senior Vice President - Financial Advisor

Senior Portfolio Manager

phone925-949-5205

Visit York Spence Wealth Grouplaunch Emailmail_outlined

The Blue Jade Wealth Management Group

phone408-947-3323

The Gapper Wealth Management Group

phone415-445-8248

Carbonell Wealth Management

phone925-279-1711

Michael Cox

Senior Vice President - Financial Advisor

Senior Portfolio Manager

Visit The Nickel Cox Grouplaunch Emailmail_outlined

Sargenti-Pace Wealth Management Group

phone408-947-3340

Visit SRI Wealth Management Grouplaunch Emailmail_outlined

Thomas Van Dyck, CIMA®

Managing Director - Financial Advisor

Senior Portfolio Director

phone415-445-8304

Frank C. Vargas Jr.

Senior Vice President - Financial Advisor

Senior Portfolio Director

phone559-447-8207

Visit York Spence Wealth Grouplaunch Emailmail_outlined

Brandon York

Senior Vice President - Financial Advisor

Senior Portfolio Manager

phone925-949-5204

Stuart Reilly

Senior Vice President - Financial Advisor

Portfolio Director

phone415-445-8477

Visit Kelly, Brown & Reilly Wealth Management Grouplaunch Emailmail_outlined

Cecchin Townsend Group

phone415-445-8228

Visit The Tucker Isola Grouplaunch Emailmail_outlined

David Tucker, AWM

Managing Director - Financial Advisor

Senior Portfolio Manager

phone925-949-5222

JPG Wealth Solutions Group

phone408-891-8127

Pace Wealth Management Group

phone408-947-3312

Visit East Bay Wealth Management Grouplaunch Emailmail_outlined

Theodore Simos

Senior Vice President - Financial Advisor

Portfolio Director

phone925-279-1736

Peter de Castro

Managing Director - Financial Advisor

Senior Portfolio Manager

phone415-445-8218

Visit The Founders Grouplaunch Emailmail_outlined

Brad Baron, AWM

Senior Vice President - Financial Advisor

Senior Portfolio Director

phone408-947-3313

West Valley Peninsula Group

phone408-947-3334

The Founders Group

phone415-445-8218

Visit Hawk Hill Wealth Management Grouplaunch Emailmail_outlined

Magnus DuBorg, CFP®

Senior Vice President - Financial Advisor

Senior Portfolio Manager

phone925-279-1700

Steven Spiesberger

Senior Vice President - Financial Advisor

phone415-445-8644

Visit The Meyers Investment Teamlaunch Emailmail_outlined

Bruce Meyers, AWM

Managing Director - Financial Advisor

Senior Portfolio Director

phone925-949-5210

Vargas Pulley Wealth Management Team

phone559-447-8207

Kuosen Fung, CFP®

Senior Vice President - Financial Advisor

Senior Portfolio Manager

phone415-445-8470

Visit East Bay Wealth Management Grouplaunch Emailmail_outlined

Zachary Persin

Associate Vice President - Financial Advisor

phone925-279-1734

Terri Brown, CFP®

First Vice President - Financial Advisor

Senior Portfolio Director

phone415-445-8475

Visit Kelly, Brown & Reilly Wealth Management Grouplaunch Emailmail_outlined

Eric Englund

Managing Director - Financial Advisor

Senior Portfolio Manager

phone415-445-6303

Brian Wells

Managing Director - Financial Advisor

Senior Portfolio Director

phone415-445-8251

Visit East Bay Wealth Management Grouplaunch Emailmail_outlined

David Persin

Senior Vice President - Financial Advisor

Portfolio Director

phone925-279-1737

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 P. Collins

Senior Vice President - Financial Advisor

Portfolio Director

phone415-445-8262

The FPI Group

phone415-445-8484

Scott H. Weber

Managing Director - Branch Director

Senior Portfolio Manager

phone559-447-8241

Visit SRI Wealth Management Grouplaunch Emailmail_outlined

Jennifer Seidler

Financial Advisor

phone415-445-8684

The Brown & Klueger Group

phone415-445-8230

Visit Pat Howell and Shelia Gray Wealth Management Grouplaunch Emailmail_outlined

Pat Howell

Managing Director - Financial Advisor

Senior Portfolio Manager

phone559-447-8238

Mike Isola, CFP®

Senior Vice President - Financial Advisor

Senior Portfolio Manager

phone925-279-1713

Visit The Tucker Isola Grouplaunch Emailmail_outlined

Kerry Farley

Vice President - Financial Advisor

phone415-445-8485

Visit The FPI Grouplaunch Emailmail_outlined

Mark Ruof, AWM, CFP®, CPFA®

Senior Vice President - Financial Advisor

Senior Portfolio Director

phone559-250-0795

The Addington Group

phone415-445-6339

Mark Nickel

Managing Director - Financial Advisor

Senior Portfolio Manager

Visit The Nickel Cox Grouplaunch Emailmail_outlined

Friedman Peters Group

phone415-470-6260

Kris Sorensen

First Vice President - Financial Advisor

Portfolio Director

phone408-759-0416

Visit Pat Howell and Shelia Gray Wealth Management Grouplaunch Emailmail_outlined

Shelia Gray, APP

Financial Advisor

phone559-447-8239

Ron Chapman

First Vice President - Financial Advisor

Portfolio Manager

phone408-947-3316

Visit Vargas Pulley Wealth Management Teamlaunch Emailmail_outlined

Angela Pulley

Financial Advisor

phone559-447-8208

Kelly, Brown & Reilly Wealth Management Group

phone415-445-8476

Visit Marshall Wealth Management Grouplaunch Emailmail_outlined

Bob Marshall

Senior Vice President - Financial Advisor

phone415-212-1525

Douglas Gapper, CIMA®

Managing Director - Financial Advisor

Senior Portfolio Manager

phone415-445-8248

Visit The Gapper Wealth Management Grouplaunch Emailmail_outlined

East Bay Wealth Management Group

phone925-279-1737

Visit SRI Wealth Management Grouplaunch Emailmail_outlined

Farralon Udom, CFA

Vice President - Financial Advisor

Portfolio Director

phone415-445-8309

SRI Wealth Management Group

phone415-445-8232

Visit Otta Wealth Management Grouplaunch Emailmail_outlined

Nicole Otta

Financial Advisor

phone559-447-8202

Bruce Kalajian

Senior Vice President - Financial Advisor

Senior Portfolio Director

phone559-447-8221

Visit Murphy Private Wealthlaunch Emailmail_outlined

Ted Murphy, CFP®

Managing Director - Private Wealth Financial Advisor

Senior Portfolio Manager

phone415-516-0235

The Meyers Investment Team

phone925-949-5210

Joe Martello

Managing Director - Financial Advisor

Portfolio Director

phone831-333-5911

Visit West Valley Peninsula Grouplaunch Emailmail_outlined

Lucie Honosutomo, CPFA®

Senior Vice President - Financial Advisor

Senior Portfolio Manager

phone408-947-3334

The Nickel Cox Group

Visit Otta Wealth Management Grouplaunch Emailmail_outlined

Mark Otta, AWM

Managing Director - Financial Advisor

Senior Portfolio Manager

phone559-447-8201

The Pathfinder Group

phone530-806-1316

Visit Marshall Wealth Management Grouplaunch Emailmail_outlined

Bill Marshall

Senior Vice President - Financial Advisor

phone415-445-6323

Carl Ilg

Senior Vice President - Financial Advisor

phone415-445-8486

Matthew Forrey

Senior Vice President - Financial Advisor

Portfolio Manager

phone925-279-1710

Robert F Carmichael

Managing Director - Financial Advisor

Senior Portfolio Manager

phone925-949-5200

Hawk Hill Wealth Management Group

phone925-279-1732

Visit West Valley Peninsula Grouplaunch Emailmail_outlined

Ethan Santikul

Financial Advisor

phone408-947-3397

Jim Carbonell, MBA

Senior Vice President - Financial Advisor

Senior Portfolio Manager

phone925-279-1711

Visit Carbonell Wealth Managementlaunch Emailmail_outlined

Jeffrey Rodvien

Senior Vice President - Financial Advisor

Portfolio Director

phone925-949-5225

James S. Lin, CPFA®, CRPC®, MBA

Senior Vice President - Financial Advisor

Portfolio Director

phone925-949-5213

James Sugay

Senior Vice President - Financial Advisor

Portfolio Director

phone925-212-6017

Brian Addington

Managing Director - Financial Advisor

Senior Portfolio Director

Visit The Addington Grouplaunch Emailmail_outlined

The Tucker Isola Group

phone925-949-5239

Visit Kelly, Brown & Reilly Wealth Management Grouplaunch Emailmail_outlined

Clifton Kelly

First Vice President - Financial Advisor

Portfolio Director

phone415-445-8476

Gary Cattich

Managing Director - Financial Advisor

Portfolio Director

phone415-445-6364

Marshall Wealth Management Group

phone415-212-1525

Cydney Crampton, AWM

First Vice President - Financial Advisor

phone831-333-5915

Diane Kohler

Managing Director - Financial Advisor

Senior Portfolio Manager

phone415-445-8343

Visit Sargenti-Pace Wealth Management Grouplaunch Emailmail_outlined

Gary Sargenti, AWM

Senior Vice President - Financial Advisor

Senior Portfolio Manager

phone408-947-3340

Paul Mosqueda

Senior Vice President - Financial Advisor

Portfolio Director

phone559-447-8218

Pat Howell and Shelia Gray Wealth Management Group

phone559-447-8238

Visit SRI Wealth Management Grouplaunch Emailmail_outlined

Michelle Schiro

First Vice President - Financial Advisor

Portfolio Director

phone415-445-8232

East West Investment Group

phone415-445-8400