We Work Together
We pool our knowledge, experience, and skills so we can offer you multi-disciplined perspectives and unparalleled service.
Profile
Jason Beccaris, JD
Chief Planning Officer
Diane Gabianelli, MBA
President and CFO
Brian OKeefe, MBA
Chief Investment Officer
C.J. Rendic, MBA
Chief Executive Officer
Jacob Schutt
Chief Technology Officer
Sangeetha Srinivasan, MBA, CFA
Chief Compliance Officer
Rick Ashburn, CFA, EA
Principal
Amy Barker, CFA, CFP®
Principal
Kurt Beyer, PhD
Principal
Matthew Clements
Principal
William Clements, JD
Principal
Bruce Edwards
Principal
Knud Gotterup
Principal
C. Lucas Hatch
Principal
Rob Henrich, CFA, CFP®
Principal
Robert Higgins
Principal
Corey Hyde, JD
Principal
Matthew Kennedy, MBA
Principal
Roy Kissin
Principal
Steve Kuriyama MSFS, CFP®
Principal
Victor Liao
Principal
Fritz Linkner, CFA
Principal
Michael Ma, ChFC, CFP®, MSFS
Principal
Reed Minuth
Principal
Sandra Pierce, CPA, CFP®
Principal
Michael Stephens
Principal
Stacey Blalock
Director
Sergio Campos
Manager
Michael Connors
Wealth Advisor
Stephanie Cooper
Wealth Strategist
Joe Fukumoto
Manager
Julianne Jeffrey
Manager
Wendy Kim
Manager
Mary LaMar
Controller
Matt McGuire, CFP®
Wealth Advisor
Mary Meyer
Wealth Strategist
James Mills, Jr.
Wealth Advisor
Alyssa Morris, JD
Wealth Advisor
Ray Polin, JD, AIF®
Wealth Advisor
Joan Schriger
Firm Development Director
Jedd Segrist, JD, CFP®
Senior Wealth Strategist
Elaina Serotte, CDFA
Wealth Advisor
Roselyn Siino, CFP®
Financial Planner
Jonathan Wittlin, CFP®
Wealth Planning Director
Sonny Alberto
Associate
Peggy Armbruster
Associate
Benjamin Britton
Associate
Christopher Broderick
Research Associate
Debbie Falzone
Associate
Linda Hirano
Associate
Gray Jaggers
Associate
Ankit Kundaria
Associate
Matthew Kuriyama
Associate
Olivia Phillips
Associate
Leslie Tietz
Office Manager
Sofia Yagudaeva
Associate
Roselyn Siino, CFP®
Financial Planner
What do you love to do outside of work?
Most of my time is spent chasing after my toddler! I also enjoy spending time with my husband and dining out at any of the fabulous restaurant options the city has to offer.
Favorite Quote?
“It takes as much energy to wish as it does to plan.” --Eleanor Roosevelt
Favorite travel experience?
I loved all of the cities in Italy I’ve seen, but Venice was truly a unique place to visit. Paris is on the top of my list as well.
First job?
I worked as a retail associate at a children’s clothing store the summer I turned 16.
The super power I would like to have?
A photographic memory!
About Roselyn
- Objective: Roselyn's goal is to provide comprehensive financial planning services to our clients.
- Snapshot: Rosie is a CERTIFIED FINANCIAL PLANNER™ professional and brings over 10 years of experience in the wealth management industry.
Experience
- Associate Wealth Manager, Waypoint Wealth Partners
- Financial Planner, Mosaic Financial Partners
- Wealth Planning Associate, Wells Fargo Private Bank
Education
- M.S. in Financial Planning, Golden Gate University
- B.Sc. in Finance, Santa Clara University
Affiliations & Boards
- Certified Financial Planner™ practitioner (CFP®)
- Member, Financial Planning Association, San Francisco
- Member, Financial Women of San Francisco
