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 collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Mark P Tolan, Private Wealth Advisor serving the San Dimas, CA area - Ameriprise Advisors

Mark P Tolan

CFP®, CLTC®

Private Wealth Advisor

President of Confluence Wealth Management Group
Visit Mark P Tolan's website
Kevin P Tolan, Private Wealth Advisor serving the San Dimas, CA area - Ameriprise Advisors

Kevin P Tolan

CRPC®

Private Wealth Advisor

Chief Executive Officer of Confluence Wealth Management Group
Visit Kevin P Tolan's website
Ryan Tolan, Financial Advisor serving the San Dimas, CA area - Ameriprise Advisors

Ryan Tolan

CFP®, CLTC®

Financial Advisor

Visit Ryan Tolan's website
Duvan Chiang, Financial Advisor serving the San Dimas, CA area - Ameriprise Advisors

Duvan Chiang

APMA®

Financial Advisor

Business Financial Advisor
Visit Duvan Chiang's website
Mike Linzay, Financial Advisor serving the San Dimas, CA area - Ameriprise Advisors

Mike Linzay

CLTC®

Financial Advisor

Visit Mike Linzay's website
Andrew Goyhenetche, Financial Advisor serving the San Dimas, CA area - Ameriprise Advisors

Andrew Goyhenetche

Financial Advisor

Visit Andrew Goyhenetche's website
Sylvia Yan, Financial Advisor serving the San Dimas, CA area - Ameriprise Advisors

Sylvia Yan

Financial Advisor

Visit Sylvia Yan's website

Team

Sonia Avila

Sonia Avila

Operations Director,

Practice Manager

Qualifications

  • B.A., Business Economics, University of California Riverside, 1997
  • California Notary Public 2000-Present Professional
  • 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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Sara A. Uribe

Sara A. Uribe

Executive Assistant

Qualifications

  • A.A., Kinesiology, Mt. San Antonio College, Walnut, CA, 2015
  • B.A., Administration Management, University of La Verne, 2020
  • California Notary Public, 2014-Present
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Caitlin Tolan

Caitlin Tolan

Paraplanner,

Executive Assistant

Qualifications

  • A.A., Citrus College, 2005-2007
  • Health Education, University of Central Arkansas, 2007-2010
  • SIE, 2020
  • Series 7, 2021
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Ivan Albarran

Ivan Albarran

Paraplanner,

Investment Specialist

Qualifications

  • Series 7, 2007
  • Series 66, 2007
  • SIE, 2018
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Hisela Chinchay

Hisela Chinchay

Paraplanner,

Financial Planning Specialist

Roles & Responsibilities

  • B.S., Business Administration: Option in Accounting, California State University - Los Angeles, 2008
  • Financial Planning Course Certificate, Pepperdine Graziadio Business School, 2017
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Ryan Le

Ryan Le

Financial Planning Assistant

Roles & Responsibilities

  • 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 Learningv
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Colby Brunk

Colby Brunk

Administrative Assistant

Roles & Responsibilities

  • 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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