Palo Alto

555 College Avenue

Palo Alto CA, 94306

 

650.319.1600 phone

650.493.1422 fax

 

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Kenji Bleicker, CFP®

Senior Client Services Associate
650.319.1630 | fax: 866.881.5932

Mark Duvall, CFA®

Chief Investment Officer
650.319.1602 | fax: 650.493.1422

David Firth, CFP®

Vice President Operations and Client Services
650.319.1618 | fax: 866.881.5932

Ahmad Ghavi

Mortgage Advisor
DRE 00923374 | NMLS 633691
650-319-1643 | fax: 866-260-6041

Nikki James

Mortgage Advisor
DRE 01061713 | NMLS 293138
650.319.1611 | fax: 650.493.1422

Ryan Ki

Mortgage Advisor
DRE 01702786 | NMLS 291877
650.319.1672 | fax: 650.493.1422

Clari Nolet, CDFA™

Financial Advisor
650.319.1626 | fax: 650.493.1422

Tim Palacios

Mortgage Advisor
DRE 01480349 | NMLS 285936
650.319.1605 | fax: 650.493.1422

Steve Papapietro

Mortgage Advisor
DRE 00993899 | NMLS 633683
650-319-1642 | fax: 866-260-4737

Tracie Southerland

Financial Advisor and Mortgage Advisor
DRE 01190919 | NMLS 296909
650.319.1603 | fax: 650.493.1422

Karen Toms

Mortgage Advisor
DRE 01102590 | NMLS 287920
866.452.7361

Erin Whalen

Senior Wealth Advisor
650.319.1654 | fax: 888.453.9612
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