Confluence Wealth Management Group

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


Advisors

Mark P Tolan

CFP®, CLTC®

Private Wealth Advisor

Chief Executive Officer of Confluence Wealth Management Group
Visit Mark P Tolan's website

Ryan Tolan

CFP®

Financial Advisor

President of Confluence Wealth Management Group
Visit Ryan Tolan's website

Lori Hoopingarner

CRPC, APMA®

Financial Advisor

Managing Director of Confluence Wealth Management Group
Visit Lori Hoopingarner's website

Jim Warren

CFP®, RICP®, APMA®

Financial Advisor

Managing Director of Confluence Wealth Management Group
Visit Jim Warren's website

Caitlin Tolan

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Caitlin Tolan's website

Duvan Chiang

APMA®

Financial Advisor

Business Financial Advisor
Visit Duvan Chiang's website

Mike Linzay

CLTC®, CEPA®

Financial Advisor

Visit Mike Linzay's website

Sylvia Yan

CFP®

Financial Advisor

Visit Sylvia Yan's website

Judy Kim

CFP®

Financial Advisor

Visit Judy Kim's website

Russ Jacobs

AAMS

Financial Advisor

ACCREDITED ASSET MANAGEMENT SPECIALIST™
Visit Russ Jacobs's website

Vivian Chang

MBA, APMA®

Financial Advisor

Visit Vivian Chang's website

Cherie A Jones

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Cherie A Jones's website

Steven D Curtis

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Steven D Curtis'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
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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

Camden Miller

Camden Miller

Paraplanner,

Financial Planning Specialist
Olivia Nunez

Olivia Nunez

Administrative Assistant