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: San Francisco

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Annie Gottbehuet

Managing Director, Market Leader

San Francisco

Jojo Cresci, CFP^®

Sr. Wealth Advisor, Sr. Director

Walnut Creek, Menlo Park, San Francisco

Alex Gangl, CFP®, CFA®, CEPA®

Sr. Wealth Advisor

San Francisco

Anthony Lugo-Garcia, CFP®, CEPA®

Wealth Advisor

San Francisco

Bob Burlinson

Sr. Director, Private Investments

Menlo Park, San Francisco

Carrie Zhou, CFP®

Wealth Advisor

San Francisco

Charles Recchion

Wealth Advisor

San Francisco

Jessica Chen, CFA®

Wealth Advisor

Walnut Creek, Menlo Park, San Francisco

Mark De Gregorio

Wealth Advisor

San Francisco

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

Darren Gee

Regional Vice President

San Francisco

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Preparing for the Sunset of Enhanced Premium Tax Credits

Meet our Advisory Team

Search results for:

Annie Gottbehuet

Jojo Cresci, CFP^®

Alex Gangl, CFP®, CFA®, CEPA®

Anthony Lugo-Garcia, CFP®, CEPA®

Bob Burlinson

Carrie Zhou, CFP®

Charles Recchion

Jessica Chen, CFA®

Mark De Gregorio

Matt Krensky

Peter Gifford

Stephen Donahue

Jeff Blum

Darren Gee

Ready to get started?

Explore More

Preparing for the Sunset of Enhanced Premium Tax Credits

Understanding Your Portfolio’s Exposure to AI, Energy, and Real Estate

Are You Underinsured? Strengthen Your Coverage Before the New Year

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