Our Financial Professionals
Dan Altamirano CLTC- Email: dlaltamirano@financialguide.com
- Phone: (650) 922-3054
- Fax: (650) 364-0488
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Rick Alvarez- Email: ralvarex@massmutualbrokerage.com
- Phone: (510) 755-2997
- Fax: (925) 275-0999
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Peter (Nathen) Banne CFP®Investment Advisor Representative, Financial Planner- Email: nbanne@financialguide.com
- Phone: (415) 608-9346
- Fax: (650) 353-3524
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Andy Berleth CLU®- Email: aberleth@financialguide.com
- Phone: (925) 979-2313
- Fax: (925) 944-5742
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Valerie Bevan- Email: VBevan@FinancialGuide.com
- Phone: (916) 437-1713
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Daniel BlumVice President- Email: dblum@financialguide.com
- Phone: (916) 878-3342
- Fax: (916) 878-3342
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Scott Bradford LUTCF®- Email: smbradford@financialguide.com
- Phone: (916) 878-3338
- Fax: (916) 878-3301
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Brandon Brooke RICP®Wealth Manager- Email: bbrooke@financialguide.com
- Phone: (916) 878-3331
- Fax: (916) 878-3331
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Andre C. BrownFinancial Advisor- Email: andrebrown@financialguide.com
- Phone: (415) 991-6497
- Fax: (415) 474-4017
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Carolyne CharvozFinancial Planner and Insurance Professional- Email: carolynecharvoz@financialguide.com
- Phone: (925) 949-7499
- Fax: (925) 944-5742
- Meet Carolyne
Elly Chan CFP®, MBACERTIFIED FINANCIAL PLANNER™ Professional- Email: EChan@FinancialGuide.com
- Phone: (408) 352-3957
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Jessica Chan CFP®Financial Planner- Email: JessicaChan@FinancialGuide.com
- Phone: (925) 983-4652
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Nathan C. ChanFinancial Services Professional- Email: nchan@financialguide.com
- Phone: (510) 789-2400 x7360
- Fax: (925) 944-5742
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David T. ChangSenior Vice President/Managing Sales Director- Email: DavidChang@FinancialGuide.com
- Phone: (925) 983-2029
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Rajesh Cheethirala- Email: rcheethirala@financialguide.com
- Phone: (408) 592-3765
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Hongze Victor Chen CFP®CERTIFIED FINANCIAL PLANNER™ Professional- Email: vchencfp@financialguide.com
- Phone: (408) 352-3951
- Fax: (408) 454-2563
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Jeenchen (Robert) Chen ChFC®, FSCP®, CLU®Financial Advisor- Email: robertchen@financialguide.com
- Phone: (949) 919-6504
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Janet Chow CLU®, ChFC®Financial Planner, Investment Adviser Representative- Email: JanetChow@FinancialGuide.com
- Phone: (650) 286-5878
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Greg Cohn CLU®, ChFC®, CFP®General Agent- Email: Gregcohn@financialguide.com
- Phone: (925) 979-2357
- Fax: (925) 944-5742
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Miguel De AlbaFinancial Professional- Email: MDealba@financialguide.com
- Phone: (559) 994-6619
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Victor (Victor) DillardFinancial Advisor- Email: vdillard@financialguide.com
- Phone: (916) 437-1730
- Fax: (650) 353-3524
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Henry H. Do- Email: hdo@financialguide.com
- Phone: (408) 352-3995
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James FelizInvestment Advisor Representative- Email: JFeliz@financialguide.com
- Phone: (916) 437-1718
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David Foguet MBA, CPA*Financial Planner; Investment Advisor Representative- Email: dfoguet@financialguide.com
- Phone: (408) 352-3987
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Mary Grace Gamboa- Email: mgamboa@financialguide.com
- Phone: (408) 487-1517
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Peggy Gan MBAFinancial Services Representative- Email: pGan@FinancialGuide.com
- Phone: (925) 518-0878
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Timothy Garner CFP®, MBAFinancial Planner- Email: timothygarner@financialguide.com
- Phone: (925) 983-2039
- Meet Timothy
Carmen C. Goldsmith CFP®, ChFEBC- Email: ccgoldsmith@financialguide.com
- Phone: (415) 743-1002
- Fax: (925) 944-5742
- Meet Carmen
Carlos M. GomezFinancial Professional- Email: gomezc@financialguide.com
- Phone: (209) 831-2650
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David (Dave) GonzalezFinancial Advisor- Email: DavidEGonzalez@FinancialGuide.com
- Phone: (916) 437-1734
- Fax: (650) 353-3524
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Eric F. Gross CFP®, CLTCManaging Partner, Certified Financial Planner- Email: ericgross@financialguide.com
- Phone: (925) 979-2303
- Fax: (925) 944-5742
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Evan Harris- Email: evanbharris@financialguide.com
- Phone: (408) 547-3392
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Steven Harris CLU®, ChFC®Senior Vice President- Email: scharris@financialguide.com
- Phone: (408) 547-3391
- Fax: (408) 452-1037
- Meet Steven
Altangerel (Altka) Hendry- Email: ahendry@financialguide.com
- Phone: (925) 360-5379
- Meet Altangerel
Cecilia H. HoFinancial Services Representative, Registered Representative- Email: ceciliaho@financialguide.com
- Phone: (925) 949-7409
- Fax: (925) 296-0214
- Meet Cecilia
Melvin (Mel) Honda AIF®, CLU®, ChFC®, RHU®Financial Planner- Email: mhonda@financialguide.com
- Phone: (408) 352-3955
- Fax: (650) 353-3524
- Meet Melvin
Nader A. Issa ChFC®, CLU®- Email: nissa@financialguide.com
- Phone: (408) 280-0800
- Fax: (408) 287-7761
- Meet Nader
Ning Jiang MBAInvestment Advisor- Email: njiang@financialguide.com
- Phone: (925) 983-2018
- Fax: (925) 955-5742
- Meet Ning
DaShawn JonesFinancial Professional- Email: dashawnjones@financialguide.com
- Phone: (510) 650-1135
- Meet DaShawn
Jessica JopesFinancial Services Professional- Email: jjopes@financialguide.com
- Phone: (925) 979-2300
- Fax: (925) 944-5742
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Don KalasardoFinancial Services Professional- Email: dkalasardo@financialguide.com
- Phone: (925) 949-5160
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Flora Kam CFP®- Email: fkam@financialguide.com
- Phone: (408) 352-3861
- Meet Flora
John Kelly CFP®- Email: jbkelly@financialguide.com
- Phone: (916) 878-3346
- Fax: (888) 391-5286
- Meet John
Sarah Tolson Kim CFP®CERTIFIED FINANCIAL PLANNER™ Professional- Email: stolson@financialguide.com
- Phone: (925) 736-3024
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Amelia KohFinancial Service Professional- Email: AKoh@FinancialGuide.com
- Phone: (510) 584-9554
- Meet Amelia
George Lambrix ChFC®, CLU®Financial Services Professional- Email: glambrix@financialguide.com
- Phone: (408) 487-1500
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Yiukong (Louie) Lau MSChief Strategic Officer- Email: ylau@financialguide.com
- Phone: (408) 596-0197
- Meet Yiukong
John D. Lawrence LUTCF®Senior Vice President & Sales Manager- Email: johnlawrence@financialguide.com
- Phone: (925) 570-3781
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Mikael LeeFinancial Planner, Financial Advisor; Investment Adviser Representative- Email: mikaellee@financialguide.com
- Phone: (650) 286-5857
- Fax: (650) 286-5840
- Meet Mikael
Victor Lee CFP®, ChFC®Financial Services Representive, Financial Planner- Email: VictorLee@FinancialGuide.com
- Phone: (925) 949-7448
- Fax: (650) 353-3524
- Meet Victor
Marcus Leung CLTC, LUTCF®- Email: mleung@financialguide.com
- Phone: (415) 743-1021
- Fax: (415) 956-2714
- Meet Marcus
Chris Lewis CFP®Financial Planner- Email: chrislewis@financialguide.com
- Phone: (408) 547-3385
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Mark J. Lewis CLTCFinancial Services Professional- Email: Markjlewis@financialguide.com
- Phone: (925) 979-2367
- Fax: (925) 944-5742
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Richard LewisFinancial Services Professional- Email: richardlewis@financialguide.com
- Phone: (408) 487-1506
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Grace Liang ChFC®- Email: gliang@financialguide.com
- Phone: (415) 743-1006
- Fax: (415) 956-2714
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Christina Liu- Email: cliu@financialguide.com
- Phone: (510) 882-0821
- Meet Christina
Charlie McBride- Email: charlesmcbride@financialguide.com
- Phone: (916) 316-7349
- Meet Charlie
JP McDermott CLTC, MBAFinancial Planner- Email: jpmcdermott@financialguide.com
- Phone: (925) 949-7423
- Fax: (925) 944-5742
- Meet JP
John W. McFadden LUTCF®Financial Services Professional- Email: jwmcfadden@financialguide.com
- Phone: (707) 761-0489
- Fax: (707) 682-8020
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Christina Mendoza CLU®Chief Executive Officer- Email: cmendoza@financialguide.com
- Phone: (408) 205-8162
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Justin Meyer CRPC®Financial Advisor- Email: jmeyer@financialguide.com
- Phone: (707) 253-2400
- Fax: (707) 253-7700
- Meet Justin
Gabriel N. Issa- Email: gissa@financialguide.com
- Phone: (408) 280-0800
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Randall NemecExecutive Vice President- Email: rnemec@financialguide.com
- Phone: (408) 487-1500
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Harunah NtegeFinancial Services Representative- Email: hntege@financialguide.com
- Phone: (925) 979-2386
- Meet Harunah
Michael H. Nguyen- Email: michaelnguyen@financialguide.com
- Phone: (408) 921-5891
- Fax: (408) 452-1037
- Meet Michael
Phong N. Nguyen- Email: pnguyen@financialguide.com
- Phone: (408) 387-4782
- Fax: (408) 452-1037
- Meet Phong
Thi NguyenFinancial Services Professional- Email: thinguyen2@financialguide.com
- Phone: (669) 254-9496
- Meet Thi
Christopher NunnFinancial Advisor- Email: cnunn@financialguide.com
- Phone: (916) 878-3341
- Fax: (916) 878-3341
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Dan Ornelas LUTCF®Financial Services Executive- Email: dornelas@financialguide.com
- Phone: (916) 437-1701
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Tamara PaciniFinancial Services Professional- Email: tpacini@financialguide.com
- Phone: (925) 979-2315
- Fax: (925) 736-3026
- Meet Tamara
Hyun Joo Park ChFC®, CLU®, LUTCF®Senior Vice President- Email: hpark@financialguide.com
- Phone: (510) 265-4950
- Fax: (925) 944-5742
- Meet Hyun Joo
Larry P. PearlFinancial Advisor- Email: lpearl@financialguide.com
- Phone: (916) 437-1709
- Fax: (650) 353-3524
- Meet Larry
Leslie J. PettinelliFinancial Advisor- Email: lpettinelli@financialguide.com
- Phone: (925) 979-2321
- Fax: (925) 736-3026
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Charles (Ted) Pollock CLU®, ChFC®, CASL®Financial Services Representative, Investment Adviser Representative- Email: tpollock@financialguide.com
- Phone: (650) 286-5814
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Tillman T. Pugh iii- Email: tillmanpugh@financialguide.com
- Phone: (510) 916-2845
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Rick Quan CFP®, CMFC®, LUTCF®Investment Advisor Representative- Email: RQuan@FinancialGuide.com
- Phone: (559) 449-6145
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Patrick Quinn MBAFinancial Services Professional- Email: prquinn@financialguide.com
- Phone: (650) 870-2716
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Chris Raddie ChFC®Financial Services Professional- Email: craddie@financialguide.com
- Phone: (408) 280-0800 x808
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Richard Roman CLU®, LUTCF®, CLTC- Email: rsroman@financialguide.com
- Phone: (415) 382-8822
- Fax: (415) 382-4038
- Meet Richard
Richard (Rick) Roman CFP®, ChFC®, LUTCF®- Email: rwroman@financialguide.com
- Phone: (415) 382-8822
- Fax: (415) 226-0537
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Oyuntstseg (Oyuna) RyanFinancial Advisor- Email: oryan@financialguide.com
- Phone: (925) 979-2300
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Matthew Sagers CLTCFinancial Advisor- Email: matthewsagers@financialguide.com
- Phone: (925) 979-2364
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Samantha Sagers-Davenport CFBS, CLTCFinancial Advisor- Email: ssagers@financialguide.com
- Phone: (925) 979-2353
- Fax: (925) 944-5742
- Meet Samantha
Celia Sandel CFP®, CFBS, MSWealth Management Advisor- Email: celiasandel@financialguide.com
- Phone: (408) 487-1500
- Meet Celia
Charles (Chuck) Saunders C(k)P, CLTC, CFBSRetirement Plan Specialist; Certified Family Business Specialist; Special Care Planner- Email: CharlesSaunders@FinancialGuide.com
- Phone: (408) 352-3440
- Fax: (650) 353-3524
- Meet Charles
Neepa Shah MBA- Email: nshah@financialguide.com
- Phone: (510) 789-2411
- Fax: (510) 789-2411
- Meet Neepa
Rong Shen- Email: rshen@financialguide.com
- Phone: (925) 858-9502
- Meet Rong
Russel (Russ) Singer CFP®, MBAFinancial Advisor- Email: russelsinger@financialguide.com
- Phone: (925) 949-7427
- Meet Russel
Manjeet SinghFinancial Services Representative- Email: manjeetsingh@financialguide.com
- Phone: (408) 487-1518 x1518
- Meet Manjeet
Kim S. Smith MBA, LUTCF®, CLTCFinancial Advisor- Email: kim.s.smith@financialguide.com
- Phone: (925) 979-2365
- Fax: (925) 944-5742
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Greg SoulsburgFinancial Services Professional- Email: gsoulsburg@financialguide.com
- Phone: (408) 487-1500
- Meet Greg
Lee C. StippFinancial Services Professional- Email: lstipp@financialguide.com
- Phone: (916) 878-3307
- Meet Lee
Richard Sullivan JD**, CLU®- Email: rsullivan@financialguide.com
- Phone: (925) 979-2366
- Fax: (925) 944-5742
- Meet Richard
Mark M. Swenson CFBS, CLTCFinancial Professional- Email: mswenson@financialguide.com
- Phone: (510) 789-2395
- Fax: (510) 789-2395
- Meet Mark
Steven Taylor MBA- Email: steventaylor@financialguide.com
- Phone: (858) 395-9590
- Meet Steven
Mark A. Teh JD**, CSPG, CAP®, AEP®Financial Planner- Email: markteh@financialguide.com
- Phone: (916) 510-0616
- Meet Mark
Sam Thorp-Nichols- Email: sthorpnichols@financialguide.com
- Phone: (415) 939-0099
- Meet Sam
Mylene G. UntalascoVice President- Email: muntalasco@financialguide.com
- Phone: (408) 487-1567
- Meet Mylene
Bryce Van Order- Email: brycevanorder@financialguide.com
- Phone: (916) 903-6494
- Meet Bryce
Douglas Van OrderVice President- Email: dvanorder@financialguide.com
- Phone: (916) 878-3333
- Fax: (916) 878-3301
- Meet Douglas
Andrew (Drew) VasquezFinancial Planner- Email: AVasquez@FinancialGuide.com
- Phone: (925) 949-5165
- Meet Andrew
Terrance Vaughn- Email: terrancevaughn@financialguide.com
- Phone: (650) 678-4322
- Meet Terrance
Jaime Villa- Email: JVilla@FinancialGuide.com
- Phone: (209) 472-3660
- Meet Jaime
Mayling Way- Email: mway@financialguide.com
- Phone: (510) 936-0188
- Meet Mayling
Darrell J. WilliamsFinancial Services Professional- Email: djwilliams@financialguide.com
- Phone: (916) 437-1710
- Meet Darrell
Gregory Williams CFP®Certified Financial Planner™ Professional- Email: grwilliams2@financialguide.com
- Phone: (408) 352-3965
- Fax: (925) 944-5742
- Meet Gregory
Jim WillsonBusiness Development Consultant- Email: JWillson@financialguide.com
- Phone: (916) 878-3332
- Meet Jim
DJ Wu- Email: djwu@financialguide.com
- Phone: (408) 601-2155
- Fax: (408) 435-3096
- Meet DJ
Bobbie Zerby CLTC- Email: BZerby@financialguide.com
- Phone: (510) 432-1901
- Meet Bobbie
Mengning (Frank) Zhou ChFC®, CLU®Financial Planner, Wealth Management Adviser- Email: FrankZhou@FinancialGuide.com
- Phone: (510) 789-2400 x447
- Fax: (510) 745-8234
- Meet Mengning
*Not practicing on behalf of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies.
**Not practicing on behalf of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies.