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



Advisors

Dinesh Sawal, Private Wealth Advisor serving the San Jose, CA area - Ameriprise Advisors

Dinesh Sawal

MBA

Private Wealth Advisor

Visit Dinesh Sawal's website

Team

Todd Andersen, CPA

Todd Andersen, CPA

Financial Planning Specialist

Qualifications

  • BS Business Administration, Haas School of Business, UC Berkeley
  • CPA
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Yanming Lin

Yanming Lin

Paraplanner

Qualifications

  • MBA, University of California, Davis
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Theresa Nguyen

Receptionist

Jared Friesen-Lee

Client Service Coordinator