Pollak & Pollak Wealth Management

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Pollak & Pollak Wealth Management
Team photo for Pollak & Pollak Wealth Management

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Advisors

Advisor photo for Michelle N Pollak

Michelle N Pollak

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Michelle N Pollak's website
Advisor photo for Nancy Tran Laroco

Nancy Tran Laroco

Associate Financial Advisor

Visit Nancy Tran Laroco's website


Team

Nicole Geeting

Nicole Geeting

Office Manager

Personal Intro

Nicole has 10+ years of experience in client services, management, financial services and real estate. Her substantial background makes her a pivotal member to the Pollak & Pollak Wealth Management team. Nicole is responsible for administrative and operational support along with executing marketing strategies.

Roles & Responsibilities

  • She will be your point of contact for all administrative, Notary and marketing event needs.
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Diego Clavijo

Diego Clavijo

Client Service Specialist

Personal Intro

Diego is a graduate from the University of Nevada, Reno, where he earned his B.S. in Economics. His diverse professional background has shaped his strong leadership, organizational skills, and people-first approach. At our practice, Diego plays a key role in supporting financial planning, preparing client files, assisting with new account setup, and conducting stock analysis.

Qualifications

  • Bachelor of Science degree in Economics, University of Nevada, Reno

Roles & Responsibilities

  • Financial Planning Support: Assists with plan preparation and implementation.
  • Client Onboarding: Guides new clients through the onboarding process and account setup.
  • Investment Research: Provides stock analysis and supports portfolio review.
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Saurabh Rawat

Saurabh Rawat

Client Service Coordinator