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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Jojo Cresci

Jojo Cresci, CFP^®

Sr. Wealth Advisor, Sr. Director

Walnut Creek, Menlo Park, San Francisco

Bob Burlinson

Bob Burlinson

Sr. Director, Private Investments

Menlo Park, San Francisco

Leigh Shimamoto - Sr. Wealth Advisor

Leigh Shimamoto, JD, CFP®

Sr. Wealth Advisor

Matt-Krensky

Matt Krensky

Sr. Wealth Manager, Director

Menlo Park, San Francisco

Peter Gifford

Sr. Wealth Manager, Director

Menlo Park, San Francisco

Stephen Donahue

Sr. Wealth Manager, Director

Menlo Park, San Francisco

Jeff Blum

Regional Vice President

Walnut Creek, San Francisco, Menlo Park, Roseville, Reno, Mountain View – Silicon Valley

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