Jessica Caruso, CFP®
Executive Managing Partner, West Division
Jedd Nicolas, CFP®
Principal
Jojo Cresci, CFP®
Partner
Aaron Langston, CFP®, EA
Senior Vice President & Wealth Advisor
David Ventura, CFP®, EA
Wealth Advisor
Eric Frampton, MBA, CFP®
Wealth Advisor
Fanny Guo, CFP®
Sr. Wealth Advisor
Jacob Gee, CFP®
Sr. Wealth Advisor
Jeff Giguere, CFP®
Sr. Wealth Advisor
Jessica Chen, CFA®
Wealth Advisor
Mark Ericson, CFP®, ChFC®
Sr. Wealth Advisor
Mike Gandy, CFP®, CFA®, CPA
Principal
Phillip Swenson, CFP®
Sr. Wealth Advisor
Richard Goldstein, CPA, CIMA®, MS
Sr. Wealth Advisor
Robert Munger, CPA, CFP®
Sr. Wealth Advisor
Jeff Blum
Regional Vice President
Andrew Beck, MBA
Sr. Vice President
Fred Xuereb
Sr. Client Development Associate
Alejandro H. Aguilar, MBA, CFA
Sr. Financial Planner
Nick LoCicero
Wealth Strategist

