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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Advisors

Advisor photo for Dinesh Sawal

Dinesh Sawal

MBA

Private Wealth Advisor

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Team

Tyler Montano, APMA™

Tyler Montano, APMA™

Practice Manager

Qualifications

  • BS, Arizona State University

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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

Investment Specialist

Qualifications

  • MBA, University of California, Davis
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Alfred Gunawan

Alfred Gunawan

Financial Planning Assistant

Qualifications

  • BA, Economics, University of California, Berkeley

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Jared Friesen-Lee

Client Service Coordinator,

Paraplanner

Qualifications

  • BA, Texas State University

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