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Advisor Directory

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Robert F Carmichael
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone925-949-5200
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Bruce Meyers, AWM
Managing Director - Financial Advisor
Senior Consulting Group
phone925-949-5210
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James S. Lin, CPFA®, CRPC®, MBA
Senior Vice President - Financial Advisor
Consulting Group
phone925-949-5213
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James Sugay
Senior Vice President - Financial Advisor
Consulting Group
phone925-949-5208
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Kimberly Beatty
Vice President - Financial Advisor
phone925-279-1735
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Hawk Hill Wealth Management Group
phone925-279-1732
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David Tucker, AWM
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone925-949-5222
East Bay Wealth Management Group
phone925-279-1737
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York Spence Wealth Group
phone925-949-5204
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Jeffrey Rodvien
Senior Vice President - Financial Advisor
Consulting Group
phone925-949-5225
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Brandon York
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone925-949-5204
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The Meyers Investment Team
phone925-949-5210
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Magnus DuBorg, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone925-279-1732
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David Persin
Senior Vice President - Financial Advisor
Consulting Group
phone925-279-1737
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James Carbonell
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone925-279-1711
Theodore Simos
Senior Vice President - Financial Advisor
Consulting Group
phone925-279-1736
The Carmichael Group
phone925-949-5200
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Zachary Persin
Associate Vice President - Financial Advisor
phone925-279-1734
The Carbonell Forrey Wealth Management Group
phone925-279-1711
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Chris Spence
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone925-949-5205
Matthew Forrey
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone925-279-1710
The Tucker Crane Group
phone925-949-5222
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Obtain more information about these financial advisors onFINRA's BrokerCheck websiteopen_in_new
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