David Persin

Senior Vice President - Financial Advisor, Consulting Group

925-279-1737
Email |

Theodore Simos

Senior Vice President - Financial Advisor, Consulting Group

925-279-1736
Email |

Kimberly Beatty

Vice President - Financial Advisor

925-279-1735
Email | |

Zachary Persin

Associate Vice President - Financial Advisor

925-279-1734
Email |

Amber Strock

Senior Client Associate

925-279-1733

Cheryl Smith

Senior Registered Client Associate

925-279-1716

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.