Advisor Directory
Pace Wealth Management Group
phone
408-947-3312
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Email
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Brad Baron, AWM
Senior Vice President - Financial Advisor
Consulting Group
phone
408-947-3313
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Email
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West Valley Peninsula Group
phone
408-947-3334
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Email
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Jim Galindo
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone
408-947-3305
Email
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Maria D Boisvert, AWM
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone
408-947-3301
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Visit West Valley Peninsula Group
launch
Email
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The Blue Jade Wealth Management Group
phone
408-947-3323
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Email
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Carlton Pace, CFP®, CIMA®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone
408-947-3312
Visit Pace Wealth Management Group
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Visit Sargenti-Pace Wealth Management Group
launch
Email
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JPG Wealth Solutions Group
phone
408-891-8127
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Email
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Ted Moorhead, CDFA®, CPFA®, CRPC®, ChFC®
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone
408-947-3398
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launch
Email
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Lucie Honosutomo, CPFA®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone
408-947-3334
Visit West Valley Peninsula Group
launch
Email
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Justin Parkhurst
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone
408-947-3307
Visit JPG Wealth Solutions Group
launch
Email
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Amado Rivera, CFP®
Associate Vice President - Financial Advisor
phone
408-947-3336
Visit West Valley Peninsula Group
launch
Email
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Clark Morgan, RICP®
Senior Vice President - Financial Advisor
phone
408-947-3326
Visit Morgan / Chapman Group
launch
Email
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Gary Sargenti, AWM
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone
408-947-3340
Visit Sargenti-Pace Wealth Management Group
launch
Email
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Morgan / Chapman Group
phone
408-947-3326
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Email
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Kris Sorensen
Vice President - Financial Advisor
phone
408-947-3315
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Email
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Don Woo, AWM, CFP®
Senior Vice President - Financial Advisor
Senior Consulting Group
phone
408-947-3318
Visit website
launch
Visit West Valley Peninsula Group
launch
Email
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Ron Chapman
Vice President - Financial Advisor
phone
408-947-3316
Visit Morgan / Chapman Group
launch
Email
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Sargenti-Pace Wealth Management Group
phone
408-947-3340
Visit website
launch
Email
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Clifton Santikul
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone
408-947-3335
Visit West Valley Peninsula Group
launch
Email
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