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Advisor Directory

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Matthew Larrabure, CFP®, CPFA®, CRPC®
Associate Vice President - Financial Advisor
phone415-445-8483
Visit The FPI Grouplaunch
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Clark Morgan, RICP®
Senior Vice President - Financial Advisor
phone408-947-3326
Visit Morgan / Chapman Grouplaunch
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The Pathfinder Group
phone530-806-1316
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The Addington Group
phone415-445-6339
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Brad Baron, AWM
Senior Vice President - Financial Advisor
Consulting Group
phone408-947-3313
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Bruce Meyers, AWM
Managing Director - Financial Advisor
Senior Consulting Group
phone925-949-5210
Visit The Meyers Investment Teamlaunch
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Frank C. Vargas Jr.
Senior Vice President - Financial Advisor
Senior Consulting Group
phone559-447-8207
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Kris Sorensen
Vice President - Financial Advisor
phone408-947-3315
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Collins Wealth Management Group
phone415-445-8262
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The Blue Jade Wealth Management Group
phone408-947-3323
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Clifton Santikul
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone408-947-3335
Visit West Valley Peninsula Grouplaunch
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James Carbonell
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone925-279-1711
Visit The Carbonell Forrey Wealth Management Grouplaunch
Marshall Wealth Management Group
phone415-445-6366
Visit websitelaunch
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Hawk Hill Wealth Management Group
phone925-279-1732
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Ted Moorhead, CDFA®, CPFA®, CRPC®, ChFC®
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone408-947-3398
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Michelle Schiro
First Vice President - Financial Advisor
Consulting Group
phone415-445-8232
Visit SRI Wealth Management Grouplaunch
JPG Wealth Solutions Group
phone408-891-8127
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Cecchin Townsend Group
phone415-445-8228
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East Bay Wealth Management Group
phone925-279-1737
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Brian Addington
Managing Director - Financial Advisor
phone415-445-6339
Visit websitelaunchVisit The Addington Grouplaunch
Brandon York
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone925-949-5204
Visit York Spence Wealth Grouplaunch
Arch Hoffman
Senior Vice President - Financial Advisor
phone415-445-8233
Visit The Hoffman Xu Grouplaunch
Thomas P. Collins
Senior Vice President - Financial Advisor
Consulting Group
phone415-445-8262
Visit Collins Wealth Management Grouplaunch
The Seizin Group
phone415-445-6363
Visit websitelaunch
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Kimberly Beatty
Vice President - Financial Advisor
phone925-279-1735
Visit East Bay Wealth Management Grouplaunch
The Tucker Crane Group
phone925-949-5222
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Jim Galindo
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone408-947-3305
Tim Cecchin
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone415-445-8228
Visit Cecchin Townsend Grouplaunch
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Don Woo, AWM, CFP®
Senior Vice President - Financial Advisor
Senior Consulting Group
phone408-947-3318
Visit websitelaunchVisit West Valley Peninsula Grouplaunch
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Thomas Schryver
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone415-445-8400
Visit East West Investment Grouplaunch
The Nickel Cox Group
phone415-445-8660
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Joseph Seidler
Managing Director - Financial Advisor
phone415-445-6363
Visit Seidler / Cattich GrouplaunchVisit The Seizin Grouplaunch
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Nick Crane
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone916-939-3063
Visit The Tucker Crane Grouplaunch
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David Deruelle
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone831-236-8844
Visit websitelaunch
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Carl Hinds
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone559-447-8237
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SRI Wealth Management Group
phone415-445-8232
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Kelly, Brown & Reilly Wealth Management Group
phone415-445-8476
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Sargenti-Pace Wealth Management Group
phone408-947-3340
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Matthew Forrey
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone925-279-1710
Visit The Carbonell Forrey Wealth Management Grouplaunch
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Mark Otta, AWM
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone559-447-8201
Visit Otta Wealth Management Group launch
The Carmichael Group
phone925-949-5200
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Terri Brown, CFP®
Vice President - Financial Advisor
Consulting Group
phone415-445-8475
Visit Kelly, Brown & Reilly Wealth Management Grouplaunch
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Patrick Farley, CIMA®, CPFA
Managing Director - Branch Director
Senior Portfolio Manager - Portfolio Focus
phone415-445-8484
Visit The FPI Grouplaunch
Mark Nickel
Managing Director - Financial Advisor
Portfolio Manager - Portfolio Focus
phone415-445-8660
Visit The Nickel Cox Grouplaunch
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Helen Abe, CIMA®, CPFA®, CRPC®
Senior Vice President - Financial Advisor
Senior Consulting Group
phone415-445-8468
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Morgan / Chapman Group
phone408-947-3326
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Amado Rivera, CFP®
Associate Vice President - Financial Advisor
phone408-947-3336
Visit West Valley Peninsula Grouplaunch
Edward Schuller
Senior Vice President - Financial Advisor
phone415-445-8312
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James S. Lin, CPFA®, CRPC®, MBA
Senior Vice President - Financial Advisor
Consulting Group
phone925-949-5213
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Gary Sargenti, AWM
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone408-947-3340
Visit Sargenti-Pace Wealth Management Grouplaunch
Bill Marshall
Senior Vice President - Financial Advisor
phone415-445-6323
Visit Marshall Wealth Management Grouplaunch
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Dustin Brown, AWM
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone415-445-6350
Visit The Brown & Klueger Grouplaunch
Paul Mosqueda
Senior Vice President - Financial Advisor
Consulting Group
phone559-447-8218
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Aaron Sisk, CFP®, CRPC®
First Vice President - Financial Advisor
phone415-445-8227
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Ted Moorhead
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone408-947-3398
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West Valley Peninsula Group
phone408-947-3334
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Scott H. Weber
Managing Director - Branch Director
Senior Portfolio Manager - Portfolio Focus
phone559-447-8241
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Peter de Castro
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone415-445-8218
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Carl Ilg
First Vice President - Financial Advisor
phone415-445-8486
Visit The FPI Grouplaunch
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Pace Wealth Management Group
phone408-947-3312
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Kuosen Fung, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone415-445-8470
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Pat Howell
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone559-447-8238
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The Hoffman Xu Group
phone415-445-8233
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Thomas Van Dyck, CIMA®
Managing Director - Financial Advisor
Senior Consulting Group
phone415-445-8304
Visit SRI Wealth Management Grouplaunch
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Chris Spence
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone925-949-5205
Visit York Spence Wealth Grouplaunch
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The Meyers Investment Team
phone925-949-5210
Visit websitelaunch
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Jeffrey Rodvien
Senior Vice President - Financial Advisor
Consulting Group
phone925-949-5225
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Luna Xu, ChFC®
Vice President - Financial Advisor
phone415-445-8234
Visit The Hoffman Xu Grouplaunch
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Clifton Kelly
Vice President - Financial Advisor
Consulting Group
phone415-445-8476
Visit Kelly, Brown & Reilly Wealth Management Grouplaunch
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Cydney Crampton, AWM
First Vice President - Financial Advisor
Private Client Group
phone831-333-5915
Visit websitelaunchVisit The Crampton Metcalf Grouplaunch
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David Tucker, AWM
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone925-949-5222
Visit The Tucker Crane Grouplaunch
Keith Loegering
Senior Vice President - Financial Advisor
Consulting Group
phone415-445-8217
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The Gapper Wealth Management Group
phone415-445-8248
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Brian Wells
Managing Director - Financial Advisor
phone415-445-8251
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Michael Cox
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone415-445-8660
Visit The Nickel Cox Grouplaunch
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Diane Kohler
Managing Director - Financial Advisor
phone415-445-8343
Visit websitelaunch
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Carlton Pace, CFP®, CIMA®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone408-947-3312
Visit Pace Wealth Management GrouplaunchVisit Sargenti-Pace Wealth Management Grouplaunch
Otta Wealth Management Group
phone559-447-8201
Visit websitelaunch
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Zachary Persin
Associate Vice President - Financial Advisor
phone925-279-1734
Visit East Bay Wealth Management Grouplaunch
Gary Cattich
Managing Director - Financial Advisor
phone415-445-6364
Visit Seidler / Cattich Grouplaunch
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Margarita Perry, CPFA®
Senior Vice President - Financial Advisor
Consulting Group
phone415-445-8480
Visit websitelaunch
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Stuart Reilly
Senior Vice President - Financial Advisor
Consulting Group
phone415-445-8477
Visit Kelly, Brown & Reilly Wealth Management Grouplaunch
Bob Marshall
Senior Vice President - Financial Advisor
phone415-445-6366
Visit Marshall Wealth Management Grouplaunch
Mark Ruof, AWM, CFP®, CPFA®
Senior Vice President - Financial Advisor
Senior Consulting Group
phone559-447-8212
Visit websitelaunch
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Nicole Otta
Financial Advisor
phone559-447-8202
Visit Otta Wealth Management Group launch
Friedman Peters Group
phone415-470-6260
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David Persin
Senior Vice President - Financial Advisor
Consulting Group
phone925-279-1737
Visit East Bay Wealth Management Grouplaunch
The Carbonell Forrey Wealth Management Group
phone925-279-1711
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Ron Chapman
Vice President - Financial Advisor
phone408-947-3316
Visit Morgan / Chapman Grouplaunch
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Justin Klueger, CPFA®
First Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone415-445-8230
Visit The Brown & Klueger Grouplaunch
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James Sugay
Senior Vice President - Financial Advisor
Consulting Group
phone925-949-5208
Visit websitelaunch
The Grayson Group
phone415-608-6545
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Eric Englund
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone415-445-6303
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The Brown & Klueger Group
phone415-445-6350
Visit websitelaunch
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Robert F Carmichael
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone925-949-5200
Visit The Carmichael Grouplaunch
Justin Parkhurst
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone408-947-3307
Visit JPG Wealth Solutions Grouplaunch
East West Investment Group
phone415-445-8400
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Seidler / Cattich Group
phone415-445-6365
Visit websitelaunch
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The FPI Group
phone415-445-8484
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Lucie Honosutomo, CPFA®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone408-947-3334
Visit West Valley Peninsula Grouplaunch
York Spence Wealth Group
phone925-949-5204
Visit websitelaunch
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Douglas Gapper, CIMA®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone415-445-8248
Visit The Gapper Wealth Management Grouplaunch
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Catherine Chen, AWM, CIMA®
Managing Director - Financial Advisor
Senior Consulting Group
phone415-445-8308
Visit SRI Wealth Management Grouplaunch
The Crampton Metcalf Group
phone831-333-5915
Visit websitelaunch
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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
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Kerry Farley
Associate Vice President - Financial Advisor
phone415-445-8485
Visit The FPI Grouplaunch
Steven Spiesberger
Senior Vice President - Financial Advisor
phone415-445-8644
Visit websitelaunch
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Bruce Kalajian
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone559-447-8221
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Theodore Simos
Senior Vice President - Financial Advisor
Consulting Group
phone925-279-1736
Visit East Bay Wealth Management Grouplaunch
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Maria D Boisvert, AWM
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone408-947-3301
Visit websitelaunchVisit West Valley Peninsula Grouplaunch
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Joseph J. Martello
Managing Director - Financial Advisor
Consulting Group
phone831-333-5911
Visit websitelaunch
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