Our Financial Professionals

Looking for a financial professional? We have over 140 professionals across Northern California and beyond to serve your needs. You can look up your financial professional by name to find contact information and learn more about them and their practice.

Find a Financial Professional Near You

Meet Our Agents

Antonio Accardo

Pleasanton, CA

Dan Altamirano

Pleasanton, CA

Peter (Nathen) Banne CFP®

Foster City, CA

Valerie Bevan

Pleasanton, CA

Michael Binswanger

Walnut Creek, CA

Dan Blum

Roseville, CA

Craig Bonnifield

Pleasanton, CA

Scott Bradford LUTCF®

Roseville, CA

Arthur (Art) Burton

Walnut Creek, CA

Jacob Cadena

San Jose, CA

Elly Chan CFP®, MBA

Pleasanton, CA

Nathan Chan

Pleasanton, CA

Carmen Chan

Pleasanton, CA

David Chang

Pleasanton, CA

Carolyne Charvoz

Pleasanton, CA

Rob Chase

Sacramento, CA

Janet Chow CLU®, ChFC®

San Jose, CA

Mike Clark MBA

Co-General Agent

Roseville, CA

James Clynes

Walnut Creek, CA

Greg Cohn CLU®, ChFC®, CFP®

CEO/General Agent

Pleasanton, CA

Jennifer Cole

Roseville, CA

Robert Couse CLU®

San Jose, CA

Byron Covington

San Leandro, CA

Samantha Davenport CFBS, CLTC

Walnut Creek, CA

Tony Delumen

Walnut Creek, CA

Maria Diaz-Dominguez

Brentwood, CA

Jonathan Duong CFP®, CTFA

Roseville, CA

Tim Essman ChFCⓇ RICPⓇ

San Diego, CA

Evelyn Fernandez

Roseville, CA

Matt Ferrel

Walnut Creek, CA

Kathryn Fitzgerald

Walnut Creek, CA

David Foguet MBA, CPA*

San Jose, CA

Jenny Foraker

Walnut Creek, CA

Grace Gamboa

San Jose, CA

Drew Gee

San Jose, CA

James Glass

Walnut Creek, CA

Carmen Goldsmith

Walnut Creek, CA

David Grodin

Walnut Creek, CA

Eric Gross

Walnut Creek, CA

Grace Gu

Pleasanton, CA

Steve Harris

Walnut Creek, CA

Evan Harris

Walnut Creek, CA

Steven Hernandez

Napa, CA

Jalah Horton

Roseville, CA

Kevin Howard

Walnut Creek, CA

Richard Hsu

Walnut Creek, CA

Yitao Huang

Pleasanton, CA

Austin Hunt

Pleasanton, CA

Nader Issa

San Jose, CA

Gabriel Issa

San Jose, CA

Yuda Jiang

San Jose, CA

Ning Jiang

San Jose, CA

DaShawn Jones

Walnut Creek, CA

Donald Kalasardo

Walnut Creek, CA

Sarah Kim

Walnut Creek, CA

Bethany Kirk

Sacramento, CA

Amelia Koh

Walnut Creek, CA

Jacob LaFond

Roseville, CA

George Lambrix ChFC®, CLU®

Napa, CA

Louie (Yiukong) Lau MS

San Jose, CA

John Lawrence LUTCF®

Brentwood, CA

Victor Lee CFP®, ChFC®

Pleasanton, CA

Mikael Lee

Redwood City

Marcus Leung CLTC, LUTCF®

Pleasanton, CA

Richard Lewis

San Jose, CA

Christopher Lewis CFP®

Walnut Creek, CA

Xuzhen Li

Pleasanton, CA

Grace Liang ChFC®

Walnut Creek, CA

Christina Liu

Pleasanton, CA

Roger Mangat

Pleasanton, CA

Samuel Marcus

Pleasanton, CA

John McFadden

Pleasanton, CA

Michael Melliza

Pleasanton, CA

Anuka Mendbayar

Walnut Creek, CA

Christina Mendoza

San Jose, CA

Justin Meyer CRPC®

Napa, CA

Jeff Miller

Walnut Creek, CA

Cathy Mu

Walnut Creek, CA

Shyamali Mukherjee

Pleasanton, CA

Randy Nemec

San Jose, CA

Thi Nguyen

San Jose, CA

Thu (Tracy) Nguyen

San Jose, CA

Nhan Nguyen

San Jose, CA

Joshua Noriega

Walnut Creek, CA

Chuck Noriega

Walnut Creek, CA

Chris Nunn

Roseville, CA

Michele Oldham

Roseville, CA

Hyun Joo Park

Pleasanton, CA

Colin Pescosolido

Walnut Creek, CA

Leslie Pettinelli

San Mateo, CA

Charles (Ted) Pollock

Redwood City, CA

Tillman Pugh

Walnut Creek, CA

Tillman Pugh III

Roseville, CA

Richard (Rick) Quan CFP®, CMFC®, LUTCF®

Pleasanton, CA

Patrick Quinn MBA

San Jose, CA

Christopher Raddie

San Jose, CA

Richard (Rick) Roman Jr. CFP®, ChFC®, LUTCF®

Novato, CA

Richard Roman Sr. CLU®, LUTCF®, CLTC

Novato, CA

Matthew Sagers CFP®

Pleasanton, CA

Roy Salmon

Granite Bay, CA

Celia Sandel CFP®, CFBS, MS

Walnut Creek, CA

Charles (Chuck) Saunders CFBS, C(k)P®, CLTC®, CEPA®

San Jose, CA

Masataka (Mashi) Scanlan JD

San Jose, CA

Neepa Shah MBA

Walnut Creek, CA

Michael (Mike) Shapiro

Walnut Creek, CA

Rong Shen

San Jose, CA

Manjeet Singh

San Jose, CA

Kim Smith MBA, LUTCF®, CLTC®

Pleasanton, CA

Benjamin Snyder

Walnut Creek, CA

Justin Solo AIF®

San Leandro, CA

Gregory (Greg) Soulsburg

Napa, CA

Lee Stipp

Roseville, CA

Sandy Strong

Davis, CA

Xiaoyong Tang

Walnut Creek, CA

Mark Teh JD, CSPG, CAP®, AEP®

Roseville, CA

Zubin Thomas

Walnut Creek, CA

Samuel (Sam) Thorp-Nichols

Pleasanton, CA

Hong Loan Tran

San Jose, CA

Oyunkhand (Oyuka) Tserennadmid

Walnut Creek, CA

Anthony Tsia

Walnut Creek, CA

Mylene Untalasco

San Jose, CA

Douglas Van Order BSP

Roseville, CA

Bryce Van Order

Roseville, CA

Andrew (Drew) Vasquez ChFC®, CLU®

Pleasanton, CA

Roger Versteeg

Mankato, MN

Jaime Villa

Stockton, CA

Steven Whitecar

Pleasanton, CA

Darrell Williams

Sacramento, CA

Gregory Williams CFP®

San Jose, CA

DJ Wu

Pleasanton, CA

Jonathan Zaldana

Walnut Creek, CA

Bobbie Zerby CLTC, CFP®

Walnut Creek, CA

Yan (Judy) Zhang

Roseville, CA

Mengning (Frank) Zhou ChFC®, CLU®

San Jose, CA