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David Persin, NMLS # 632137, Theodore Simos, NMLS # 632136, Kimberly Beatty, NMLS # 632131, and Zachary Persin, NMLS # 1212835 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, David Persin, NMLS # 632137, Theodore Simos, NMLS # 632136, Kimberly Beatty, NMLS # 632131, and Zachary Persin, NMLS # 1212835 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, David Persin, NMLS # 632137, Theodore Simos, NMLS # 632136, Kimberly Beatty, NMLS # 632131, and Zachary Persin, NMLS # 1212835 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, David Persin, NMLS # 632137, Theodore Simos, NMLS # 632136, Kimberly Beatty, NMLS # 632131, and Zachary Persin, NMLS # 1212835 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, David Persin, NMLS # 632137, Theodore Simos, NMLS # 632136, Kimberly Beatty, NMLS # 632131, and Zachary Persin, NMLS # 1212835 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.

Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

East Bay Wealth Management Group

Phone: 925-279-1737

David Persin

Senior Vice President - Financial Advisor,
Consulting Group

Phone: 925-279-1737

Theodore Simos

Senior Vice President - Financial Advisor,
Consulting Group

Phone: 925-279-1736

Kimberly Beatty, CRPC®

Vice President - Financial Advisor

Phone: 925-279-1735

Zachary Persin

Associate Vice President - Financial Advisor

Phone: 925-279-1734

Amber Strock

Senior Client Associate

Phone: 925-279-1733

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1331 North California Blvd., Suite 650
Walnut Creek, CA 94596
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