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Advisor Directory

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Bruce Meyers, AWM
Managing Director - Financial Advisor
Senior Portfolio Director Group
phone925-949-5210
Visit The Meyers Investment Teamlaunch
Carbonell Wealth Management
phone925-279-1711
Visit websitelaunch
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James Carbonell
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone925-279-1711
Visit Carbonell Wealth Managementlaunch
East Bay Wealth Management Group
phone925-279-1737
Visit websitelaunch
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David Tucker, AWM
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone925-949-5222
Visit The Tucker Crane Grouplaunch
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James S. Lin, CPFA®, CRPC®, MBA
Senior Vice President - Financial Advisor
Portfolio Director Group
phone925-949-5213
Visit websitelaunch
Theodore Simos
Senior Vice President - Financial Advisor
Portfolio Director Group
phone925-279-1736
Visit East Bay Wealth Management Grouplaunch
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The Meyers Investment Team
phone925-949-5210
Visit websitelaunch
The Carmichael Group
phone925-949-5200
Visit websitelaunch
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James Sugay
Senior Vice President - Financial Advisor
Portfolio Director Group
phone925-212-6017
Visit websitelaunch
Brandon York
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone925-949-5204
Visit York Spence Wealth Grouplaunch
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Magnus DuBorg, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone925-279-1732
Visit Hawk Hill Wealth Management Grouplaunch
York Spence Wealth Group
phone925-949-5204
Visit websitelaunch
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Zachary Persin
Associate Vice President - Financial Advisor
phone925-279-1734
Visit East Bay Wealth Management Grouplaunch
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David Persin
Senior Vice President - Financial Advisor
Portfolio Director Group
phone925-279-1737
Visit East Bay Wealth Management Grouplaunch
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Jeffrey Rodvien
Senior Vice President - Financial Advisor
Portfolio Director Group
phone925-949-5225
Visit websitelaunch
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Chris Spence
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone925-949-5205
Visit York Spence Wealth Grouplaunch
The Tucker Crane Group
phone925-949-5222
Visit websitelaunch
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Hawk Hill Wealth Management Group
phone925-279-1732
Visit websitelaunch
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Matthew Forrey
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone925-279-1710
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Robert F Carmichael
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone925-949-5200
Visit The Carmichael Grouplaunch
Obtain more information about these financial advisors onFINRA's BrokerCheck websiteopen_in_new
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