Headshot of Carlton Pace

Carlton Pace, CFP®, CIMA®

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

408-947-3312
Headshot of Lisa Ball

Lisa Ball

Senior Financial Associate

408-947-3306

Tracey Ledda

Senior Investment Associate

408-947-3321

Monique Ruiz

Sales Assistant 1

408-947-3399 , ext. 3399

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