Our Financial Professionals

Dan Altamirano CLTC
- Email: dlaltamirano@financialguide.com
- Phone: (650) 922-3054
- Fax: (650) 364-0488
- Meet Dan
Peter (Nathen) Banne CFP®

Investment Advisor Representative, Financial Planner
- Email: nbanne@financialguide.com
- Phone: (415) 608-9346
- Fax: (650) 353-3524
- Meet Peter
Andy Berleth CLU®
- Email: aberleth@financialguide.com
- Phone: (925) 979-2313
- Fax: (925) 944-5742
- Meet Andy
Valerie Bevan
- Email: VBevan@FinancialGuide.com
- Phone: (916) 437-1713
- Meet Valerie
Daniel Blum

Vice President
- Email: dblum@financialguide.com
- Phone: (916) 878-3342
- Fax: (916) 878-3342
- Meet Daniel
Scott Bradford LUTCF®
- Email: smbradford@financialguide.com
- Phone: (916) 878-3338
- Fax: (916) 878-3301
- Meet Scott
Brandon Brooke RICP®

Wealth Manager
- Email: bbrooke@financialguide.com
- Phone: (916) 878-3331
- Fax: (916) 878-3331
- Meet Brandon
Andre C. Brown

Financial Advisor
- Email: andrebrown@financialguide.com
- Phone: (415) 991-6497
- Fax: (415) 474-4017
- Meet Andre
Mai Bui

Financial Advisor
- Email: maibui@financialguide.com
- Phone: (408) 386-4370
- Meet Mai
Carolyne Charvoz

Financial Planner and Insurance Professional
- Email: carolynecharvoz@financialguide.com
- Phone: (925) 949-7499
- Fax: (925) 944-5742
- Meet Carolyne
Elly Chan CFP®, MBA

CERTIFIED FINANCIAL PLANNER™ Professional
- Email: EChan@FinancialGuide.com
- Phone: (408) 352-3957
- Meet Elly
Jessica Chan CFP®

Financial Planner
- Email: JessicaChan@FinancialGuide.com
- Phone: (925) 983-4652
- Meet Jessica
Nathan C. Chan

Financial Services Professional
- Email: nchan@financialguide.com
- Phone: (510) 789-2400 x7360
- Fax: (925) 944-5742
- Meet Nathan
David T. Chang

Senior Vice President/Managing Sales Director
- Email: DavidChang@FinancialGuide.com
- Phone: (925) 983-2029
- Meet David
Rob Chase

Financial Advisor
- Email: rchase@financialguide.com
- Phone: (916) 812-1636
- Meet Rob
Rajesh Cheethirala
- Email: rcheethirala@financialguide.com
- Phone: (408) 592-3765
- Meet Rajesh
Carmen Chan

Financial Advisor
- Email: carmenchan@financialguide.com
- Phone: (510) 825-6989
- Meet Carmen
Hongze Victor Chen CFP®

CERTIFIED FINANCIAL PLANNER™ Professional
- Email: vchencfp@financialguide.com
- Phone: (408) 352-3951
- Fax: (408) 454-2563
- Meet Hongze Victor
Janet Chow CLU®, ChFC®

Financial Planner, Investment Adviser Representative
- Email: JanetChow@FinancialGuide.com
- Phone: (650) 286-5878
- Meet Janet
Greg Cohn CLU®, ChFC®, CFP®

General Agent
- Email: Gregcohn@financialguide.com
- Phone: (925) 979-2357
- Fax: (925) 944-5742
- Meet Greg
Mike Coltharp

Financial Advisor
- Email: mcoltharp@financialguide.com
- Phone: (916) 225-7400
- Meet Mike
Robert Couse CLU®

Sales Manager
- Email: rcouse@financialguide.com
- Phone: (408) 454-8282
- Meet Robert
Byron Covington Jr.

Financial Planner
- Email: bcovington@financialguide.com
- Phone: (510) 892-2659
- Fax: (510) 280-9512
- Meet Byron
Miguel De Alba

Financial Professional
- Email: MDealba@financialguide.com
- Phone: (559) 994-6619
- Meet Miguel
Cameron (Cam) Diede

Advisor
- Email: cdiede@financialguide.com
- Phone: (707) 466-6428
- Meet Cameron
Victor (Victor) Dillard

Financial Advisor
- Email: vdillard@financialguide.com
- Phone: (916) 437-1730
- Fax: (650) 353-3524
- Meet Victor
Henry H. Do
- Email: hdo@financialguide.com
- Phone: (408) 352-3995
- Meet Henry
James Feliz

Investment Advisor Representative
- Email: JFeliz@financialguide.com
- Phone: (916) 437-1718
- Meet James
David Foguet MBA, CPA*

Financial Planner; Investment Advisor Representative
- Email: dfoguet@financialguide.com
- Phone: (408) 352-3987
- Meet David
Mary Grace Gamboa
- Email: mgamboa@financialguide.com
- Phone: (408) 487-1517
- Meet Mary Grace
Peggy Gan MBA

Financial Services Representative
- Email: pGan@FinancialGuide.com
- Phone: (925) 518-0878
- Meet Peggy
Timothy Garner CFP®, MBA

Financial Planner
- Email: timothygarner@financialguide.com
- Phone: (925) 983-2039
- Meet Timothy
Drew J. Gee

Financial Advisor
- Email: dgee@financialguide.com
- Phone: (916) 437-1740
- Meet Drew
Carmen C. Goldsmith CFP®, ChFEBC
- Email: ccgoldsmith@financialguide.com
- Phone: (415) 743-1002
- Fax: (925) 944-5742
- Meet Carmen
Carlos M. Gomez

Financial Professional
- Email: gomezc@financialguide.com
- Phone: (209) 831-2650
- Meet Carlos
David (Dave) Gonzalez

Financial Advisor
- Email: DavidEGonzalez@FinancialGuide.com
- Phone: (916) 437-1734
- Fax: (650) 353-3524
- Meet David
Eric F. Gross CFP®, CLTC

Managing Partner, Certified Financial Planner
- Email: ericgross@financialguide.com
- Phone: (925) 979-2303
- Fax: (925) 944-5742
- Meet Eric
Evan Harris
- Email: evanbharris@financialguide.com
- Phone: (408) 547-3392
- Meet Evan
Steven Harris CLU®, ChFC®

Senior Vice President
- Email: scharris@financialguide.com
- Phone: (408) 547-3391
- Fax: (408) 452-1037
- Meet Steven
Altangerel (Altka) Hendry

Financial Professional
- Email: ahendry@financialguide.com
- Phone: (925) 360-5379
- Meet Altangerel
Cecilia H. Ho

Financial 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
Yitao Huang

Financial Advisor
- Email: yitaohuang@financialguide.com
- Phone: (949) 293-4887
- Meet Yitao
Jose Huerta

Financial Professional
- Email: JHuerta@financialguide.com
- Phone: (559) 289-0102
- Meet Jose
Nader A. Issa ChFC®, CLU®
- Email: nissa@financialguide.com
- Phone: (408) 280-0800
- Fax: (408) 287-7761
- Meet Nader
Ning Jiang MBA

Investment Advisor
- Email: njiang@financialguide.com
- Phone: (925) 983-2018
- Fax: (925) 955-5742
- Meet Ning
DaShawn Jones

Financial Professional
- Email: dashawnjones@financialguide.com
- Phone: (510) 650-1135
- Meet DaShawn
Jessica Jopes

Financial Services Professional
- Email: jjopes@financialguide.com
- Phone: (925) 979-2300
- Fax: (925) 944-5742
- Meet Jessica
Don Kalasardo

Financial Services Professional
- Email: dkalasardo@financialguide.com
- Phone: (925) 949-5160
- Meet Don
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
- Meet Sarah
Amelia Koh

Financial 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
- Meet George
Yiukong (Louie) Lau MS

Chief 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
- Meet John
Mikael Lee

Financial 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
- Meet Chris
Mark J. Lewis CLTC

Financial Services Professional
- Email: Markjlewis@financialguide.com
- Phone: (415) 250-0936
- Fax: (925) 944-5742
- Meet Mark
Richard Lewis

Financial Services Professional
- Email: richardlewis@financialguide.com
- Phone: (408) 487-1506
- Meet Richard
Grace Liang ChFC®
- Email: gliang@financialguide.com
- Phone: (415) 743-1006
- Fax: (415) 956-2714
- Meet Grace
Christina Liu
- Email: cliu@financialguide.com
- Phone: (510) 882-0821
- Meet Christina
JP McDermott CLTC, MBA

Financial 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
- Meet John
Michael Melliza

Agent
- Email: michaelmelliza@financialguide.com
- Phone: (916) 572-6272
- Meet Michael
Christina Mendoza CLU®

Chief Executive Officer
- Email: cmendoza@financialguide.com
- Phone: (408) 205-8162
- Meet Christina
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
- Meet Gabriel
Randall Nemec

Executive Vice President
- Email: rnemec@financialguide.com
- Phone: (408) 487-1500
- Meet Randall
Harunah Ntege

Financial 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
Nhan Nguyen

Senior Vice President
- Email: NQNguyen@FinancialGuide.com
- Phone: (408) 487-1501
- Meet Nhan
Phong N. Nguyen
- Email: pnguyen@financialguide.com
- Phone: (408) 387-4782
- Fax: (408) 452-1037
- Meet Phong
Thi Nguyen

Financial Services Professional
- Email: thinguyen2@financialguide.com
- Phone: (669) 254-9496
- Meet Thi
Christopher Nunn

Financial Advisor
- Email: cnunn@financialguide.com
- Phone: (916) 878-3341
- Fax: (916) 878-3341
- Meet Christopher
Dan Ornelas LUTCF®

Financial Services Executive
- Email: dornelas@financialguide.com
- Phone: (916) 437-1701
- Meet Dan
Tamara Pacini

Financial 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. Pearl

Financial Advisor
- Email: lpearl@financialguide.com
- Phone: (916) 437-1709
- Fax: (650) 353-3524
- Meet Larry
Colin Pescosolido

Financial Services Professional
- Email: cpescosolido@financialguide.com
- Phone: (408) 351-0923
- Meet Colin
Leslie J. Pettinelli

Financial Advisor
- Email: lpettinelli@financialguide.com
- Phone: (925) 979-2321
- Fax: (925) 736-3026
- Meet Leslie
Charles (Ted) Pollock CLU®, ChFC®, CASL®

Financial Services Representative, Investment Adviser Representative
- Email: tpollock@financialguide.com
- Phone: (650) 286-5814
- Meet Charles
Tillman T. Pugh iii
- Email: tillmanpugh@financialguide.com
- Phone: (510) 916-2845
- Meet Tillman
Rick Quan CFP®, CMFC®, LUTCF®

Investment Advisor Representative
- Email: RQuan@FinancialGuide.com
- Phone: (559) 449-6145
- Meet Rick
Patrick Quinn MBA

Financial Services Professional
- Email: prquinn@financialguide.com
- Phone: (650) 870-2716
- Meet Patrick
Chris Raddie ChFC®

Financial Services Professional
- Email: craddie@financialguide.com
- Phone: (408) 280-0800 x808
- Meet Chris
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
- Meet Richard
Marc Roth

Agent
- Email: marcroth@financialguide.com
- Phone: (415) 915-0696
- Meet Marc
Oyuntstseg (Oyuna) Ryan

Financial Advisor
- Email: oryan@financialguide.com
- Phone: (925) 979-2300
- Meet Oyuntstseg
Matthew Sagers CFP®

Financial Advisor
- Email: matthewsagers@financialguide.com
- Phone: (510) 616-4840
- Meet Matthew
Samantha Sagers-Davenport CFBS, CLTC

Financial Advisor
- Email: ssagers@financialguide.com
- Phone: (925) 979-2353
- Fax: (925) 944-5742
- Meet Samantha
Celia Sandel CFP®, CFBS, MS

Wealth Management Advisor
- Email: celiasandel@financialguide.com
- Phone: (408) 487-1500
- Meet Celia
Charles (Chuck) Saunders C(k)P, CLTC, CFBS

Retirement Plan Specialist; Certified Family Business Specialist; Special Care Planner
- Email: CharlesSaunders@FinancialGuide.com
- Phone: (408) 352-3440
- Fax: (650) 353-3524
- Meet Charles
Masataka (Mashi) Scanlan JD**

Financial Planner
- Email: mscanlan@financialguide.com
- Phone: (831) 346-0123
- Meet Masataka
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®, MBA

Financial Advisor
- Email: russelsinger@financialguide.com
- Phone: (925) 949-7427
- Meet Russel
Manjeet Singh

Financial Services Representative
- Email: manjeetsingh@financialguide.com
- Phone: (408) 487-1518 x1518
- Meet Manjeet
Kim S. Smith MBA, LUTCF®, CLTC

Financial Advisor
- Email: kim.s.smith@financialguide.com
- Phone: (925) 979-2365
- Fax: (925) 944-5742
- Meet Kim
Greg Soulsburg

Financial Services Professional
- Email: gsoulsburg@financialguide.com
- Phone: (408) 487-1500
- Meet Greg
Lee C. Stipp

Financial 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, CLTC

Financial Professional
- Email: mswenson@financialguide.com
- Phone: (510) 789-2395
- Fax: (510) 789-2395
- Meet Mark
Mark A. Teh JD**, CSPG, CAP®, AEP®

Financial Planner
- Email: markteh@financialguide.com
- Phone: (916) 510-0616
- Meet Mark
Caitlin K. Thomas

Financial Services Professional
- Email: caitlinthomas@financialguide.com
- Phone: (916) 957-1127
- Meet Caitlin
HongLoan Tran

Financial Services Professional
- Email: hongloantran@financialguide.com
- Phone: (669) 362-9428
- Meet HongLoan
Sam Thorp-Nichols
- Email: sthorpnichols@financialguide.com
- Phone: (415) 939-0099
- Meet Sam
Mylene G. Untalasco

Vice 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 Order

Vice President
- Email: dvanorder@financialguide.com
- Phone: (916) 878-3333
- Fax: (916) 878-3301
- Meet Douglas
Andrew (Drew) Vasquez

Financial 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. Williams

Financial 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 Willson

Business 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.