Jessica Caruso, CFP®
Executive Managing Partner, West Division
Annie Gottbehuet
Managing Partner
Jedd Nicolas, CFP®
Principal
Jojo Cresci, CFP®
Partner
Aaron Langston, CFP®, EA
Senior Vice President & Wealth Advisor
Anthony Lugo, CFP®, CEPA
Wealth Advisor
Bob Burlinson
Sr. Director, Private Investments
Carrie Zhou, CFP®
Wealth Advisor
Charles Recchion
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
Leigh Shimamoto, JD, CFP®
Sr. Wealth Advisor
Mark De Gregorio
Wealth Advisor
Mark Ericson, CFP®, ChFC®
Sr. Wealth Advisor
Matt Krensky
Partner, Regis Group
Mike Gandy, CFP®, CFA®, CPA
Principal

