David Persin, CRPC®

Senior Vice President - Financial Advisor

925-279-1737
Email |
925-279-1724

David consults regularly with clients: affluent individuals and families, pre-retirees and retirees, closely-held businesses and corporate employees with stock diversification issues. Through these candid discussions, ideas are exchanged, quantifiable goals are established and needs are prioritized. David then develops and implements customized investment recommendations for each client using a wide variety of financial instruments, including proprietary team-designed strategies.

David joined the Walnut Creek, California office of RBC Wealth Management in 2016 after 19 years with Merrill Lynch. He received a Bachelor's Degree from California State University Hayward and later, a Juris Doctor Degree from Santa Clara University School of Law. 

David lives in Pleasanton with his wife Stephanie.  They are proud parents of their eight children: Andrew, Zachary, Hanna, Alyssa, Sam, Wyatt, Aliana and Luke. As Co-Director of the East Bay Bulldogs Basketball Academy and previous President of the Pleasanton Junior Football League, David has enjoyed the privilege of coaching many of the area's youth in basketball and football over the years. David and his children also take pride in maintaining the most extensive American-version Pokemon card collection in the world.

Theodore Simos

Senior Vice President - Financial Advisor, Consulting Group

925-279-1736
Email |

Ted is the head of the team's Investment Committee.  Not only is he responsible for being knowledgeable about the firm's best ideas, both equity and fixed income, but he is also the Manager of the team's Portfolio Advantage discretionary trading platform.  In addition, Ted provides RBC performance monitoring and periodic reviews of each advisory client's financial progress towards reaching their goals to make sure any required course corrections are made as soon as possible.  Ted also works closely with each client's tax advisor and estate planning attorney to make sure a holistic plan for achieving overall financial security.

Prior to joining RBC Wealth Management, Ted worked for Merrill Lynch for 21 years.  He received his Bachelor's Degree from San Jose State University. He lives in San Ramon with his wife, Sophia, son Yianni, and his twin daughters, Anna-Maria and Katerina. Full of energy and passion for life, Ted enjoys teaching and performing Greek folk dance and is a tireless supporter of the Greek Orthodox Church.

Kimberly Beatty, CRPC®

Vice President - Financial Advisor

925-279-1735
Email | |

Kim delivers a customized wealth management experience to affluent clients. She takes the time to fully address and understand each family's unique attributes and desired goals. With this knowledge about values and priorities, Kim is able to help clients establish short and long-term objectives, develop appropriate budgeting and investment strategies, and implement recommendations that draw upon the breadth and depth of RBC Wealth Management to connect all the pieces of their financial lives together.

Kim also possesses extensive expertise in utilizing RBC Wealth Management's comprehensive suite of retirement planning tools.  These tools include: retirement income illustrator, retirement funding sensitivity analysis, and RBC Wealth Plan.  Kim uses these tools to determine a family's real life abilities to shift resources, timelines, and risk tolerances as necessary to achieve financial peace of mind.

Prior to joining RBC Wealth Management, Kim worked for Merrill Lynch for 17 years. She lives in Discovery Bay with her husband, Terry, and her two kids, Alex and Madi. Kim has been a leader in volunteering for the Pleasanton Military Families organization which supports our local troops. She also enjoys training for and competing in triathlons.

Zachary Persin

Financial Advisor

925-279-1734
Email |

Zachary works closely with Senior Financial Advisors and Client Associates to enhance the client experience. With the extensive products and technology available through RBC Wealth Management, Zachary creates portfolio analyses and comparative "what if" scenarios to help each client achieve their desired retirement goals.  Zachary also manages all business-wide tracking issues such as ongoing fee monitoring to ensure client promises are being consistently delivered upon. 

In addition, Zachary consults regularly with millenials, especially corporate executives, to ensure they start early in developing productive saving, diversification and investing strategies to best position them for long-term financial success.

Prior to joining RBC Wealth Management, Zachary received his Bachelor's Degree from the University of California, Davis and worked for Merrill Lynch for 3 years.  He and his girlfriend Nika live in Pleasanton.  Having a background and interest in biology and veterinary medicine, Zachary surrounds himself with a plethora of exotic pets ranging from scorpions and tarantulas to snakes and lizards.

Amber Strock

Senior Client Associate

925-279-1733

Joan Strom

Client Associate

925-279-1732

Cheryl Smith

Senior Registered Client Associate

925-279-1716
925-279-1724

To provide a consistently high degree of service and financial guidance, our group consists of experienced professionals who take a "hands-on" approach. Many clients report that two factors have contributed to their satisfaction and to their reasons for referring others. First, our people are knowledgeable and resourceful in bringing a wide range of financial strategies to the table. Second, clients appreciate that, to a person, we genuinely care about helping them meet financial challenges and achieve their dreams. We pay close attention to keeping clients focused on milestones we've set with them, advise them on how to "stay the course" and remind them to maintain a disciplined approach designed to help them realize their ultimate goals.
 
Ours is an institutional investment management methodology that emphasizes a long-term, strategic approach to investing based on each client's specific financial needs, goals and risk tolerance. Everything we've put in place is to provide an exemplary level of service and advice. Our primary mission is to become a lifetime resource to those who've entrusted us with their financial well-being.