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