The Team

Advisors

Brandon J Miller

Brandon J Miller

Private Wealth Advisor


brandon.j.miller@ampf.com

415.623.2450

More about me...

Designations

CFP®, CLU®, MS, ADPA℠, ChFC®

Top Areas of Focus

  • Charitable Giving
  • Domestic Partner Planning
  • Employee Stock Options

Education

University of Colorado at Boulder, University of Kentucky
CA Insurance #0C88907

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Joanne Jordan

Joanne Jordan

Private Wealth Advisor


joanne.f.jordan@ampf.com

415.623.2450

More about me...

Designations

CFP®, CLU®

Top Areas of Focus

  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies

Education

College for Financial Planning - Certified Financial Planner practicioner, 2002, San Francisco State University - Bachelor of Science Nursing, 1983
CA Insurance #0C44045

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Daniel Platt

Daniel Platt

Financial Advisor

with the practice of Joanne Jordan


daniel.g.platt@ampf.com

415.623.2450

More about me...

Designations

MSFA

Top Areas of Focus

  • Investments
  • Employee Stock Options
  • Wealth Preservation Strategies

Education

University of Oregon - Bachelor of Science, University of San Francisco -Master of Science
CA Insurance #0G02375

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Abraham Martinez

Abraham Martinez

Financial Advisor

with the practice of Joanne Jordan


abraham.x.martinez@ampf.com

415.623.2450

More about me...

Designations

CFP®, MBA, ADPA℠

Top Areas of Focus

  • Employee Stock Options
  • Family Finances
  • Retirement Planning Strategies

Education

San Francisco State University, Masters Business Adminstration, San Diego State University, Bachelor of Science, Universidad Antonio de Nebrija - SPAIN, Study Abroad
CA Insurance #0E72791

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Staff

Jim Rosenau

Jim Rosenau

Business Development Manager


415.623.2450

jim.rosenau@ampf.com

Chyrlyne D. Gammad

Chyrlyne D. Gammad

Client Service Coordinator


415.623.2450

chyrlyne.d.gammad@ampf.com

Eduardo Alfaro

Eduardo Alfaro

Client Service Specialist


415.623.2450

francisco.e.alfaro@ampf.com

Alexandra Sullivan

Alexandra Sullivan

Paraplanner


415.623.2450

Alexandra.Sullivan@ampf.com

Linda Moran

Linda Moran

Paraplanner


415.623.2450

Linda.Moran@ampf.com

Office Details

44 Montgomery St
Ste 4210
San Francisco, CA 94104-4815

Phone: 415.623.2450
Fax: 415.392.0967

Hours:
8 a.m. - 5 p.m.
8 a.m. - 5 p.m.
8 a.m. - 5 p.m.
8 a.m. - 5 p.m.
8 a.m. - 5 p.m.

Please call ahead to make an appointment. Hours may vary.