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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Jeff Blum

Regional Vice President

Walnut Creek, San Francisco, Menlo Park, Roseville, Reno, Mountain View – Silicon Valley

Andrew Beck, MBA

Sr. Vice President

Walnut Creek

Tim Kallas

Sr. Vice President

Walnut Creek

Fred Xuereb

Sr. Client Development Associate

Walnut Creek

Alejandro H. Aguilar, MBA, CFA

Sr. Financial Planner

Walnut Creek

Dallin Sorensen

Financial Planner

Walnut Creek

Nick LoCicero

Wealth Strategist

Walnut Creek

Codie Marie Ng

Tax Associate

Walnut Creek

David Oh, JD, LLM

VP, Wealth Strategy

Walnut Creek

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Meet our Advisory Team

Search results for:

Jeff Blum

Andrew Beck, MBA

Tim Kallas

Fred Xuereb

Alejandro H. Aguilar, MBA, CFA

Dallin Sorensen

Nick LoCicero

Codie Marie Ng

David Oh, JD, LLM

Ready to get started?

Explore More

Surprisingly Strong Earnings Bolster the Stock Market

What a Stock Split Means for Your Portfolio

Building a Lasting Legacy in the Era of the Great Wealth Transfer

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