Our Financial Professionals
- Dan Altamirano CLTC
- Email: dlaltamirano@financialguide.com
- Phone: (650) 922-3054
- Fax: (650) 364-0488
- Meet Dan
- Rick Alvarez
- Email: ralvarex@massmutualbrokerage.com
- Phone: (510) 755-2997
- Fax: (925) 275-0999
- Meet Rick
- 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 BlumVice 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. BrownFinancial Advisor
- Email: andrebrown@financialguide.com
- Phone: (415) 991-6497
- Fax: (415) 474-4017
- Meet Andre
- 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
- Meet Elly
- Jessica Chan CFP®Financial Planner
- Email: JessicaChan@FinancialGuide.com
- Phone: (925) 983-4652
- Meet Jessica
- Nathan C. ChanFinancial Services Professional
- Email: nchan@financialguide.com
- Phone: (510) 789-2400 x7360
- Fax: (925) 944-5742
- Meet Nathan
- David T. ChangSenior Vice President/Managing Sales Director
- Email: DavidChang@FinancialGuide.com
- Phone: (925) 983-2029
- Meet David
- Rajesh Cheethirala
- Email: rcheethirala@financialguide.com
- Phone: (408) 592-3765
- Meet Rajesh
- Hongze Victor Chen CFP®CERTIFIED FINANCIAL PLANNER™ Professional
- Email: vchencfp@financialguide.com
- Phone: (408) 352-3951
- Fax: (408) 454-2563
- Meet Hongze Victor
- Jeenchen (Robert) Chen ChFC®, FSCP®, CLU®Financial Advisor
- Email: robertchen@financialguide.com
- Phone: (949) 919-6504
- Meet Jeenchen
- 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
- Miguel De AlbaFinancial Professional
- Email: MDealba@financialguide.com
- Phone: (559) 994-6619
- Meet Miguel
- Victor (Victor) DillardFinancial 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 FelizInvestment 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 MBAFinancial Services Representative
- Email: pGan@FinancialGuide.com
- Phone: (925) 518-0878
- Meet Peggy
- 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
- Meet Carlos
- David (Dave) GonzalezFinancial Advisor
- Email: DavidEGonzalez@FinancialGuide.com
- Phone: (916) 437-1734
- Fax: (650) 353-3524
- Meet David
- Eric F. Gross CFP®, CLTCManaging 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
- 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
- Meet Jessica
- Don KalasardoFinancial 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 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
- Meet George
- 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
- Meet John
- 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
- Meet Chris
- Mark J. Lewis CLTCFinancial Services Professional
- Email: Markjlewis@financialguide.com
- Phone: (925) 979-2367
- Fax: (925) 944-5742
- Meet Mark
- Richard LewisFinancial 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
- 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
- Meet John
- 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 NemecExecutive Vice President
- Email: rnemec@financialguide.com
- Phone: (408) 487-1500
- Meet Randall
- 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
- Meet Christopher
- Dan Ornelas LUTCF®Financial Services Executive
- Email: dornelas@financialguide.com
- Phone: (916) 437-1701
- Meet Dan
- 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
- 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 MBAFinancial 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
- Oyuntstseg (Oyuna) RyanFinancial Advisor
- Email: oryan@financialguide.com
- Phone: (925) 979-2300
- Meet Oyuntstseg
- Matthew Sagers CLTCFinancial Advisor
- Email: matthewsagers@financialguide.com
- Phone: (925) 979-2364
- Meet Matthew
- 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
- Meet Kim
- 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.