Experience

Keith Seibert is a Senior Vice President, Wealth Management Financial Advisor. Keith began his career in the Financial Industry in 1984, bringing a wealth of knowledge and expertise to his clients.

A Bay Area Native, Keith graduated from California State University Hayward with a Bachelors of Arts Degree; double major in Speech Communication, English, and Sociology.

He holds Series 65, 63, 03, 07 licenses in addition to being insurance licensed #0A81587. 

Keith is designated as a Senior Portfolio Manager and specializes in financial analysis and portfolio development through strategically designed investment portfolios based on sectors, products and areas to invest.

Keith is a former member of Pleasanton North Rotary and Interact Club. He supports numerous wildlife conservations and environmental causes.

James (Jim) LaPorte is a First Vice President, Wealth Management Financial Advisor.

Jim graduated with a Bachelor’s of Science degree in Business Administration from California State University Fresno. He began his career in the Financial Services Industry in 1995 and holds Series 7, 63, 65 industry licenses and is insurance licensed #0B68792 .

Jim is a designated Chartered Retirement Planning Counselor specializing in comprehensive assessment of individuals’ financial needs before or after retirement, including sources of retirement income, personal savings and estate planning.

He enjoys hiking, golfing and spending time with his wife, Kristin and two adult daughters, Amy and Bridget.

Teddy Rakestraw is a Vice President, Wealth Management Financial Advisor.

Teddy graduated with a Master’s of Science degree in Hospitality, Recreation and Tourism from California State University East Bay. She began her career in the financial industry in 1996 and holds Series 7, 9, 10, 31, 63, 65 industry licenses and is insurance licensed #0G26390.

Teddy is designated as a Portfolio Manager investing assets of mutual and exchange-traded funds. She also focuses on compliance and marketing strategies.

Teddy actively supports environmental causes, preservation of wildlife and animal welfare groups. In addition, Teddy is a member of Alameda County West Board of Zoning Adjustments.

Amanda Rakestraw is a Client Service Associate. Amanda began her career in the financial industry in 2015 and specializes operations, client relations, coordination and planning. Before joining UBS Amanda worked for 5 years at another major financial firm as a corporate administrative assistant. Amanda supports local charities and health programs.