Shabina Rafiq

Shabina Rafiq

Financial Planning Associate

Shabina has been an essential part of the Investor Service Team since joining us in 2007. She came to us with many years of experience from Franklin Templeton Funds and Atlas securuities. Shabina is FINRA licensed Series 7 through Commonwealth Financial Network.

Shabina has been continually growing and taking on more responsibility in the area of trade execution, establishing investment accounts, rebalancing portfolios and monitoring cash balances for our clients. Shabina brings a great deal of back office knowledge and experience to the team, and clients are appreciative of this expertise.  

Shabina was born in Fiji and came to the San Francisco Bay Area at the age of 18. She enjoys school and learning and is continuing her education now at California State University East Bay. She is married and has two children in school that keep her involved with her local community. She also maintains her California State Insurance License, and is our in-house Notary Public for the State of California.

Shabina's Profile 

Phone 925 227 8858
Fax 925 227 8859