Experience

Bruce serves as the primary investment resource and portfolio manager for our clients.

He graduated from the University of California at Berkeley with a degree in Political Economy and is a CERTIFIED FINANCIAL PLANNER™ professional. Bruce is going on thirty years of experience as a financial advisor.

As a long-term Golden State Warriors season ticket holder Bruce also has completed over 100 triathlons, including 3 Ironman distance races. After running multiple qualifying standards over several years, Bruce finally achieved his recent goal of competing in the Boston Marathon as well.

Bruce and his wife Kristin along with 2 children, Sophia & Karissa live in San Ramon.

CA Insurance License # 0B05787

Michael serves as a relationship manager, coordinating the team structure around each client's unique needs and more specifically, overseeing financial planning matters for our clients. This can include estate planning strategies, working with concentrated stock positions, philanthropy, etc. Michael enjoys spending time with clients discussing how psychology impacts financial decisions

Michael is a CPWA® professional, an advanced professional education and certification program for advisors who serve high-net-worth clients. A graduate of University of California, Davis, he has been working with clients like you for over 15 years.

Michael lives in Oakland with his wife, Jackie. He loves exploring new places on foot, allowing him to take a detour any time he sees something interesting. Michael is passionate about soccer, both playing and traveling to attend matches domestically and overseas. He enjoys CrossFit for its focus on strength, mobility and functional movement. He also still enjoys the occasional punk rock show.

CA Insurance License # 0F48171

Sennai helps clients create and implement investment plans that reflect and support their goals & needs. He can help with investment management, planning for retirement, estate planning strategies, education planning, insurance, lending solutions - all in effort to help clients meet and achieve their life & financial goals.

A graduate of San Francisco State University, Sennai began his financial services career in 2011.

Sennai has a passion for outdoor activities, sports, the local community and most importantly his family. Sennai serves as a volunteer coach and mentor for the boy's soccer program at his alma mater, Salesian College Preparatory. Additionally, you can find him at his local Hercules Tennis Community Park training our youth and playing doubles!

CA Insurance License # 0H88750

Erika specializes in coordinating the administrative and operational needs of our clients’ portfolios, including taking care of anything from RMDs, to fed fund wires and the processing of required paperwork precisely and proactively. She works hard to make our clients feel special and cared for, which makes her a critical part of the team and our clients’ overall experience.

Erika is a graduate of San Francisco State University and began her financial services career in 2011. Erika enjoys mentoring new associates. She has worked with many different advisors and their different styles of running businesses, which allows her to use her experience to offer insight into situations that don't come up often.

You can find Erika staying active in general, she does have a preference for action sports like snowboarding, rock climbing, etc. She loves nature and took a year off for a road trip around the U.S. to visit the national parks.

CA Insurance License # 0I08842