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: Walnut Creek

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Jessica Caruso - Executive Managing Director

Jessica Caruso, CFP®

Executive Managing Partner, West Division

Portland, Portland – South, Roseville, Walnut Creek

Jedd Nicolas, CFP®

Principal

Jojo Cresci, CFP^®

Partner

Walnut Creek, Menlo Park, San Francisco

Aaron Langston

Aaron Langston, CFP®, EA

Senior Vice President & Wealth Advisor

Christina Ko Talbot

Sr. Wealth Advisor

David Ventura

David Ventura, CFP^®, EA

Wealth Advisor

Kahului, Santa Barbara, Walnut Creek, Woodland Hills

Eric Frampton, MBA, CFP®

Wealth Advisor

Fanny Guo

Fanny Guo, CFP^®

Sr. Wealth Advisor

Jacob Gee

Jacob Gee, CFP®

Sr. Wealth Advisor

Jeff Giguere, CFP®

Sr. Wealth Advisor

Jessica Chen - Wealth Advisor

Jessica Chen, CFA®

Wealth Advisor

Walnut Creek, Menlo Park, San Francisco

Mark Ericson, CFP®, ChFC®

Sr. Wealth Advisor

Mike Gandy

Mike Gandy, CFP®, CFA®, CPA

Principal

Phillip Swenson

Phillip Swenson, CFP®

Sr. Wealth Advisor

Richard Goldstein Image

Richard Goldstein, CPA, CIMA®, MS

Sr. Wealth Advisor

Robert Munger, CPA retired, CFP®

Sr. Wealth Advisor

Alex Murphy

Sr. Client Service Specialist

Angela Piccioni

Client Service Specialist

Austin Jamati, CFP®, CPA

Financial Planner

Azure Celestine

Client Service Specialist

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