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asnv-6

Home
About Us
Services
- LIFE CHANGES
Resources
Contact
Client Login

About Us
/Our Team

Our Team

ADVISORS & REGISTERED ASSOCIATES

BEN_WONG — BENJAMIN W. WONG, CFP^®, AIF^®, MBA
MANAGING PRINCIPAL
CERTIFIED FINANCIAL PLANNER^™

GRACE_NELSON — GRACE NELSON
SENIOR FINANCIAL ADVISOR, PARTNER

Paul Nelson — PAUL NELSON, CFP^®, MBA
SENIOR FINANCIAL ADVISOR, PARTNER
CERTIFIED FINANCIAL PLANNER^™

Shabina Rafiq — SHABINA RAFIQ
DIRECTOR OF OPERATIONS
FINANCIAL PLANNING ASSOCIATE

Nancy Conrad — NANCY CONRAD
DIRECTOR OF OPERATIONS EMERITUS
FINANCIAL PLANNING ASSOCIATE

Shawn Sandoval — SHAWN SANDOVAL, CFP^®
DIRECTOR OF BUSINESS DEVELOPMENT
CERTIFIED FINANCIAL PLANNER^™

Anthony Marcelino — ANTHONY MARCELINO
INVESTMENT SERVICE SPECIALIST
FINANCIAL PLANNING ASSOCIATE

Ron Sanchez — RON SANCHEZ, CFP^®, CDFA^®, LUTCF
WEALTH ADVISOR, PARTNER
CERTIFIED FINANCIAL PLANNER^™

anita-fong-chao — ANITA FONG-CHAO, CFP^®,AIF^®
FAMILY WEALTH MANAGEMENT ADVISOR
PARTNER
CERTIFIED FINANCIAL PLANNER^™

DON_KAPLAN — DON KAPLAN, CPA
WEALTH ADVISOR, PARTNER
CERTIFIED PUBLIC ACCOUNTANT

Jon Beauchemin — JON BEAUCHEMIN
SENIOR WEALTH ADVISOR

ankit-shah-2 — ANKIT SHAH, CFP^®
SENIOR FINANCIAL ADVISOR
CERTIFIED FINANCIAL PLANNER^™

JULIE-COBB-2 — JULIE COBB
INVESTMENT SERVICE SPECIALIST
FINANCIAL PLANNING ASSOCIATE

Andrew Sides Team — ANDREW SIDES, CFP^®
FINANCIAL ADVISOR
CERTIFIED FINANCIAL PLANNER^™

ASSOCIATES

Adele Iwasaki — ADELE YEN
EXECUTIVE ADMINISTRATIVE ASSISTANT

Theresa Cross — THERESA CROSS
MARKETING COORDINATOR
CLIENT COMMUNICATIONS

Matt Wong — MATTHEW WONG
INFORMATION TECHNOLOGY AMBASSADOR
CLIENT SERVICE ASSOCIATE

Gayle Playdon — GAYLE PLAYDON
INVESTMENT SERVICE SPECIALIST
CLIENT SERVICE ASSOCIATE

Mindy Hedges — MINDY HEDGES
OPERATIONS SPECIALIST
CLIENT SERVICE ASSOCIATE

Nicholas Violante — NICHOLAS VIOLANTE
CLIENT SERVICE INTERN

AFFILIATED PARTNER
Confluence Financial Planning, LLC

Cynthia Meyers — CYNTHIA MEYERS, MBA, CFP^®
MANAGING PRINCIPAL
CERTIFIED FINANCIAL PLANNER^™

Dan Toman — DAN TOMAN, CFP^®
LEAD INVESTMENT STRATEGIST
CERTIFIED FINANCIAL PLANNER^™

Melinda Banister — MELINDA BANISTER
CLIENT SERVICE SPECIALIST

Katherine Lee — KATHERINE OLSON
PARAPLANNER

AFFILIATED PARTNER
Terra Blue Wealth Management

Maureen McGuire — MAUREEN MAGUIRE, CFP^®, AIF^®
MANAGING PRINCIPAL

Vanessa M. Jilot — VANESSA M. JILOT, CFP^®, CRPC^®

Candi Jones — CANDI JONES
PRACTICE MANAGEMENT CONSULTANT

Andrea Jilot — ANDREA JILOT
PRACTICE MANAGER

This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network^®, Member FINRA/SIPC, a Registered Investment Adviser.

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