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
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
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
