Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Menlo Park

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Bob Burlinson

Bob Burlinson

Vice Chairman, Regis

Menlo Park, San Francisco

Jojo Cresci, CFP^®

Partner

Walnut Creek, Menlo Park, San Francisco

Matt-Krensky

Matt Krensky

Partner, Regis Group

Menlo Park, San Francisco

Peter Gifford

Partner, Sr. Wealth Advisor

Menlo Park, San Francisco

Stephen Donahue

Partner, Sr. Wealth Advisor

Menlo Park, San Francisco

Adam Govani

Adam Govani, CFP®

Wealth Advisor

Jessica Chen - Wealth Advisor

Jessica Chen, CFA®

Wealth Advisor

Walnut Creek, Menlo Park, San Francisco

Leigh Shimamoto - Sr. Wealth Advisor

Leigh Shimamoto, JD, CFP®

Sr. Wealth Advisor

Adrienne Anderson

Sr. Manager, Client Service – Regis

Sarah Biser

Relationship Associate, Regis

Jeff Blum

Regional Vice President

Walnut Creek, San Francisco, Menlo Park, Roseville, Reno, San Jose, Mill Valley

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