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 Director

Portland, Portland – South, Roseville, Walnut Creek

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

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

Joseph Mah

Joseph Mah, CFP®, EA

Sr. Wealth Advisor

Ericson photo

Mark Ericson

Wealth Advisor

Mike Gandy

Mike Gandy, CFP®, CFA®, CPA

Wealth Advisor

Phillip Swenson

Phillip Swenson, CFP®

Wealth Advisor

Richard Goldstein Image

Richard Goldstein, CPA, CIMA®, MS

Sr. Wealth Advisor, Director

Robert Munger, CPA, CFP®

Sr. Wealth Advisor, Director

Jeff Blum

Regional Vice President

Andrew Beck

Andrew Beck, MBA

Sr. Vice President

F Xuereb

Fred Xuereb

Sr. Regional Client Development Associate

Alejandro H. Aguilar, MBA, CFA

Sr. Financial Planner

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