Advisor Directory
Carlton Pace, CFP®, CIMA®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
408-947-3312Maria D Boisvert, AWM
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
408-947-3301Clifton Santikul
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
408-947-3335Philip T Castaneda, AWM
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
408-947-3310Donald A. Woo, AWM, CFP®
Senior Vice President - Financial Advisor
Senior Consulting Group
408-947-3318Lucie Honosutomo, CPFA®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
408-947-3334Justin Parkhurst
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
408-947-3307Jim Galindo
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
408-947-3305Gary D Sargenti, AWM
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
408-947-3340