Stephanie Dyane Photography-2017-5464*.jpg

Gayle Playdon, PARAPLANNER

Viewpoint - Pleasanton & Roseville Offices

I have been providing administrative support for Anita Fong-Chao, AIF®, CFP®, since 2008, and recently accompanied her in joining the Viewpoint team. I work from my home office in Carlsbad, California, supporting Viewpoint’s Pleasanton and Roseville offices.

While raising our two boys, I actively volunteered for their schools, sports, scouts, and other extracurricular activities. My eldest son is a recent graduate from Loyola Marymount University, Los Angeles, and my youngest son is a junior at San Diego State University.

Since relocating to Carlsbad, my husband and I are again enjoying spending more time with our sons. We love exploring the San Diego area, golfing and relaxing at the beach.

B.A., English, University of the Pacific

B.S., Pre-Law, University of the Pacific

Coursework for Series 7 licensing


7011 Koll Center Parkway, Suite 260, Pleasanton CA 94566   |   925-227-8858   |