Philip Castaneda

Philip Castaneda, AWM

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

408-947-3310
Gary Sargenti

Gary Sargenti, AWM

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

408-947-3340

Carlton Pace, CFP®, CIMA®

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

408-947-3312

Tracey Ledda

Senior Investment Associate

408-947-3321

Lisa Ball

Senior Financial Associate

408-947-3306

Monique Ruiz

Sales Assistant 1

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