Advisor Directory
James Sugay
Senior Vice President - Financial Advisor
Consulting Group
phone
925-949-5208
Visit website
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Email
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Theodore Simos
Senior Vice President - Financial Advisor
Consulting Group
phone
925-279-1736
Visit East Bay Wealth Management Group
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Email
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Jeffrey Rodvien
Senior Vice President - Financial Advisor
Consulting Group
phone
925-949-5225
Visit website
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Email
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David Persin
Senior Vice President - Financial Advisor
Consulting Group
phone
925-279-1737
Visit East Bay Wealth Management Group
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Email
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James Carbonell
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone
925-279-1711
Visit The Carbonell Forrey Wealth Management Group
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Email
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James S. Lin, CPFA®, CRPC®, MBA
Senior Vice President - Financial Advisor
Consulting Group
phone
925-949-5213
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Email
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The Carbonell Forrey Wealth Management Group
phone
925-279-1711
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Email
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The Carmichael Group
phone
925-949-5200
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Email
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East Bay Wealth Management Group
phone
925-279-1737
Visit website
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Email
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Kimberly Beatty
Vice President - Financial Advisor
phone
925-279-1735
Visit East Bay Wealth Management Group
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Email
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Brandon York
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone
925-949-5204
Visit York Spence Wealth Group
launch
Email
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Robert F Carmichael
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone
925-949-5200
Visit The Carmichael Group
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Email
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York Spence Wealth Group
phone
925-949-5204
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Email
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Hawk Hill Wealth Management Group
phone
925-279-1732
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Email
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The Tucker Crane Group
phone
925-949-5222
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Email
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David Tucker, AWM
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone
925-949-5222
Visit The Tucker Crane Group
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Email
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Magnus DuBorg, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone
925-279-1732
Visit Hawk Hill Wealth Management Group
launch
Email
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Zachary Persin
Associate Vice President - Financial Advisor
phone
925-279-1734
Visit East Bay Wealth Management Group
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Email
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Bruce Meyers, AWM
Managing Director - Financial Advisor
Senior Consulting Group
phone
925-949-5210
Visit The Meyers Investment Team
launch
Email
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Matthew Forrey
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone
925-279-1710
Visit The Carbonell Forrey Wealth Management Group
launch
Email
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Chris Spence
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone
925-949-5205
Visit York Spence Wealth Group
launch
Email
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The Meyers Investment Team
phone
925-949-5210
Visit website
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Email
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