Confluence Wealth Management Group

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.



Advisors

Mark P Tolan

CFP®, CLTC®

Private Wealth Advisor

Chief Executive Officer of Confluence Wealth Management Group
Visit Mark P Tolan's website

Ryan Tolan

CFP®, CLTC®

Financial Advisor

President of Confluence Wealth Management Group
Visit Ryan Tolan's website

Lori Hoopingarner

CRPC

Financial Advisor

Managing Director of Confluence Wealth Management Group
Visit Lori Hoopingarner's website

Jim Warren

CFP®, RICP®

Financial Advisor

Managing Director of Confluence Wealth Management Group
Visit Jim Warren's website

Caitlin Tolan

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Caitlin Tolan's website

Duvan Chiang

APMA

Financial Advisor

Business Financial Advisor
Visit Duvan Chiang's website

Mike Linzay

Financial Advisor

Visit Mike Linzay's website

Sylvia Yan

APMA

Financial Advisor

Visit Sylvia Yan's website

Judy Kim

CFP®, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Judy Kim's website

Russ Jacobs

AAMS

Financial Advisor

ACCREDITED ASSET MANAGEMENT SPECIALIST™
Visit Russ Jacobs's website

Vivian Chang

MBA, APMA

Financial Advisor

Visit Vivian Chang's website

Cherie A Jones

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Cherie A Jones's website

Steven D Curtis

CFP®

Financial Advisor

Visit Steven D Curtis's website


Team

Jonathan Han

Jonathan Han

Business Development Director,

Chief Operating Officer of Confluence Wealth Management Group
A. Sonia Avila

A. Sonia Avila

Operations Director,

Practice Manager

Qualifications

  • B.A., Business Economics, University of California Riverside, 1997
  • California Notary Public 2000-Present
  • Professional Interpretation and Translation Certification, University of California Riverside, 1999
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Stephanie H. Follis

Stephanie H. Follis

Practice Manager

Qualifications

  • B.A., Liberal Studies, University of La Verne, 1999
  • Multiple Subject Teaching Credential, University of La Verne, 2000
  • M.A., Education, University of La Verne, 2003
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Kelly Pellegrino

Administrative Assistant,

Office Manager
Ivan Albarran

Ivan Albarran

Paraplanner,

Investment Specialist

Qualifications

  • Series 7, 2007
  • Series 66, 2007
  • SIE, 2018
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Ryan Le

Ryan Le

Financial Planning Specialist

Qualifications

  • B.S., Business Administration with Concentration in Finance, California State University Fullerton, 2021
  • Professional Certificate in Financial Planning, California State University Fullerton, 2021
  • QuickBooks Online Essential Training Certificate, LinkedIn Learning
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Tara Gilmour

Tara Gilmour

Executive Assistant

Camden Miller

Camden Miller

Paraplanner,

Financial Planning Specialist
Olivia Nunez

Olivia Nunez

Administrative Assistant

Stephanie Cisneros-Saucedo

Stephanie Cisneros-Saucedo

Administrative Assistant,

Marketing Specialist