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BENJAMIN W. WONG, CFP®, AIF®, MBA, PRESIDENT, SENIOR FINANCIAL ADVISOR

CYNTHIA MEYERS, CFP®, MBA, VICE PRESIDENT, SENIOR FINANCIAL ADVISOR, OWNER/FOUNDER CONFLUENCE

GRACE NELSON, CFP® VICE PRESIDENT, SENIOR FINANCIAL ADVISOR

 

Nancy Conrad, BUSINESS CONSULTANT

Paul Nelson, CFP®, MBA, Vice President, Senior Financial Advisor

SHAWN SANDOVAL, CFP®, DIRECTOR OF BUSINESS DEVELOPMENT

 

Shabina Rafiq, FINANCIAL PLANNING ASSOCIATE, DIRECTOR OF OPERATIONS

 
 
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ANITA FONG-CHAO, AIF®, CFP®, FINANCIAL ADVISOR

DAN TOMAN, CFP®, FINANCIAL PLANNER, LEAD INVESTMENT STRATEGIST

DON KAPLAN, CPA, FINANCIAL ADVISOR

 

RON SANCHEZ, CFP®, LUTCF,
WEALTH MANAGER

JON BEAUCHEMIN, FINANCIAL ADVISOR

Ankit Shah, CFP®, Financial Advisor

 

Kathy Patterson, CFP®, Senior Financial Advisor

 
 
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ANTHONY MARCELINO, FINANCIAL PLANNING ASSOCIATE

 
 
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ADELE IWASAKI, ADMINISTRATIVE ASSISTANT 

Antonette Kistler, EXECUTIVE ASSISTANT AND OFFICE MANAGER

CHERYL MCCULLOUGH, OPERATIONS SPECIALIST

MATT WONG, IT AMBASSADOR, Financial Planner Assistant

 

GAYLE PLAYDON, PARAPLANNER

THERESA CROSS, MARKETING COORDINATOR, CLIENT COMMUNICATIONS

KEITH MUIR, SENIOR FINANCIAL PARAPLANNER

SYLVIA CRAIG, CLIENT SERVICE ADMINISTRATOR

 

MELINDA BANISTER, CLIENT SERVICE SPECIALIST

MINDY HEDGES, OPERATIONS SPECIALIST