CONNECT

Address:

7011 Koll Center Parkway, Suite #260
Pleasanton, CA, 94566

Phone:

925-227-8858

Fax/Other:

925-227-8859

Associates

 
  • Nancy Conrad

    Chief Operating Officer

  • Theresa Cross

    Client Communications

  • Mindy Hedges

    Operations Specialist

  • Adele Iwasaki

    Administrative Assistant

  • Anthony Marcelino

    Financial Planning Associate

  • Shabina Rafiq

    Financial Planning Associate

  • Bob Reina

    Insurance Specialist

  • Ankit Shah, CFP®

    Financial Planning Associate

  • Matthew Wong

    IT Ambassador and Assistant

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Check the background of this financial professional on FINRA's BrokerCheck