We Work Together
We pool our knowledge, experience, and skills so we can offer you multi-disciplined perspectives and unparalleled service.
Profile
Rick Ashburn, CFA, EA
Principal
Jason Beccaris, JD
Principal
Diane Gabianelli, MBA
President and CFO
Brian OKeefe, MBA
President and CIO
C.J. Rendic, MBA
Chief Executive Officer
Jacob Schutt
Chief Technology Officer
Sangeetha Srinivasan, MBA, CFA
Chief Compliance Officer
Amy Barker, CFA, CFP®
Principal
Matthew Clements
Principal
William Clements, JD
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
Michael Ma, ChFC, CFP®, MSFS
Principal
Reed Minuth
Principal
Alyssa Morris, JD
Principal
Michael Stephens
Principal
Anne Wakefield Atkinson
Wealth Advisor
Stacey Blalock
Operations Director
Christopher Broderick
Research and Trading Manager
Sergio Campos
Core Service Manager
Stephanie Cooper
Wealth Advisor
Joe Fukumoto
Manager
Julianne Jeffrey
Client Service Manager
Wendy Kim
Project Manager
Mary LaMar
Controller
Fritz Linkner, CFA
Wealth Advisor
Ann Lucchesi, CFP®, CEP
Wealth Advisor
Matt McGuire, CFP®
Wealth Advisor
Mary Meyer
Wealth Strategist
James Mills, Jr.
Wealth Advisor
Fred Molfino, CPWA®
Wealth Advisor
Ray Polin, JD, AIF®
Wealth Advisor
Joan Schriger
Firm Development Director
Jedd Segrist, JD, CFP®
Wealth Planning Director
Elaina Serotte, CFP®, CDFA
Wealth Advisor
Roselyn Siino, CFP®
Wealth Planner
Jonathan Wittlin, CFP®
Wealth Advisor
Sonny Alberto
Client Service Associate
Peggy Armbruster
Client Service Associate
Benjamin Britton
Alternative Investments Associate
John Broderick
Trading Associate
Melissa Cheong, FPQP™
Client Service Associate
Tito Conocido
Client Service Associate
Debbie Falzone
Client Service Associate
Linda Hirano
Office Manager
Gray Jaggers
Client Service Associate
Ankit Kundaria
Core Service Associate
Matthew Kuriyama
Wealth Strategist
Ivan Lancaster, JD
Wealth Strategist
Leo Linden
Core Service Associate
Olivia Phillips
Client Service Associate
Savanna Schneider
Office Manager
Spencer Terris
Wealth Strategist
Leslie Tietz
Office Manager
Sofia Yagudaeva
Client Service Associate
Chris Yaros
Client Service Associate
Michael Ma, ChFC, CFP®, MSFS
Principal
First job?
While in high school, I helped customers install floppy disc drives, hard drives, and upgrade their RAM at a "do-it-yourself" computer store.
My first stock?
Ten shares of American Express stock that I received as part of a 401k net unrealized appreciation (NUA) rollover distribution. I ended up donating those shares to my local library.
Favorite piece of advice?
My grandfather, who passed away in 2010 at the age of 100, always told me, "Never stop learning. Money may come and go, but knowledge is forever."
About Michael
- Objective: Michael's goal is to offer his clients an innovative and independent wealth management solution with the highest standard of care in the industry.
- Snapshot: As a Certified Financial Planner™ practitioner (CFP®) with more than 19 years of experience, Michael advises individuals, families, and small business owners on comprehensive financial matters and helps them prepare for the “certainty of uncertainty” around taxes, investments, and risk management.
Experience
- Owner & Operator, Financial Advisor, independent franchise, Ameriprise Financial Services, Inc., Redwood Shores, CA
- District Manager, Ameriprise Financial Services, Inc. (formerly American Express Financial Advisors), Walnut Creek, CA
Education
- University of California, Berkeley, BA, Legal Studies
Affiliations & Boards
- Certified Financial Planner™ practitioner (CFP®)
- Chartered Financial Consultant™ (ChFC®)
- Master of Science in Financial Services (MSFS)
- Past President, Financial Planning Association of San Francisco
