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.

Search results for:

West: San Francisco Bay Area

Clear All Filters

Jessica Caruso - Executive Managing Director

Jessica Caruso, CFP®

Executive Managing Director

Portland, Portland – South, Roseville, Walnut Creek

Annie Gottbehuet

Annie Gottbehuet

Managing Director, Market Leader

Jedd Nicolas, CFP®

Sr. Wealth Advisor, Director

Jojo Cresci

Jojo Cresci, CFP^®

Sr. Wealth Advisor, Sr. Director

Aaron Langston

Aaron Langston, CFP®, EA

Senior Vice President & Wealth Advisor

Alex Gangl

Alex Gangl, CFP®, CFA®, CEPA®

Sr. Wealth Advisor

Anthony Lugo-Garcia

Anthony Lugo-Garcia, CFP®, CEPA®

Wealth Advisor

Bob Burlinson

Bob Burlinson

Sr. Director, Private Investments

Menlo Park, San Francisco

Carrie-Zhou

Carrie Zhou, CFP®

Wealth Advisor

Charles Recchion

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®

Wealth Advisor

Jeff Giguere, CFP®

Sr. Wealth Advisor

Jessica Chen - Wealth Advisor

Jessica Chen, CFA®

Wealth Advisor

Leigh Shimamoto - Sr. Wealth Advisor

Leigh Shimamoto, JD, CFP®

Sr. Wealth Advisor

Mark De Gregorio

Mark De Gregorio

Wealth Advisor

Ericson photo

Mark Ericson

Sr. Wealth Advisor

Matt-Krensky

Matt Krensky

Sr. Wealth Manager, Director

Menlo Park, San Francisco

Ready to get started?

Explore More

A couple planning their giving and tax strategy

Insights

How Much Can You Give in 2025 Without Paying Gift Tax?

August 15, 2025

Top Questions from Clients

What Does a Financial Advisor Do (and Why You Might Need One)

August 14, 2025

Insights

What to Know About Recapitalizations in Private Equity

August 13, 2025

Continue Browsing