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

Advisor photo for Mark P Tolan

Mark P Tolan

CFP®, CLTC®

Private Wealth Advisor

Chief Executive Officer of Confluence Wealth Management Group
Visit Mark P Tolan's website
Advisor photo for Ryan Tolan

Ryan Tolan

CFP®, CLTC®

Financial Advisor

President of Confluence Wealth Management Group
Visit Ryan Tolan's website
Advisor photo for Caitlin Tolan

Caitlin Tolan

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Caitlin Tolan's website
Advisor photo for Duvan Chiang

Duvan Chiang

APMA

Financial Advisor

Business Financial Advisor
Visit Duvan Chiang's website
Advisor photo for Mike Linzay

Mike Linzay

Financial Advisor

Visit Mike Linzay's website
Advisor photo for Sylvia Yan

Sylvia Yan

APMA

Financial Advisor

Visit Sylvia Yan's website
Advisor photo for Hisela Chinchay

Hisela Chinchay

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Hisela Chinchay's website
Advisor photo for Judy Kim

Judy Kim

CFP®, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Judy Kim's website
Advisor photo for Vivian Chang

Vivian Chang

MBA, APMA

Financial Advisor

Visit Vivian Chang's website
Advisor photo for Russ Jacobs

Russ Jacobs

AAMS

Financial Advisor

ACCREDITED ASSET MANAGEMENT SPECIALIST™
Visit Russ Jacobs'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
  • SIE, SERIES 7, 2021
  • SERIES 66, 2022
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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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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

Jillian Peery

Jillian Peery

Marketing Specialist,

Administrative Assistant

Qualifications

  • B.S., Psychology with Minor in Communication, Boise State University, 2023

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Mary McFadden

Mary McFadden

Administrative Assistant