Broadview Wealth Advisors

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Broadview Wealth Advisors
Team photo for Broadview Wealth Advisors

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Advisors

Henry Plata

CRPC, APMA

Private Wealth Advisor

Visit Henry Plata's website

Sumer Tatangelo

APMA

Associate Financial Advisor

Visit Sumer Tatangelo's website

Eric Han

JD, MBA, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Eric Han's website