Broker Check

Our Team

Kevin Krystofiak

Kevin Krystofiak

Financial Planner & Co-Founder, CA Insurance License #0C28721

415-291-0202 x102

Barbara Burke

Barbara Burke, CFP®, CLU®, ChFC®

Financial Planner & Co-Founder, CA Insurance License #0710041

415-493-9001 x101

Brian Brightbill

Brian Brightbill

Financial Planner, CA Insurance License #0E84633

415-291-0202 x106

Brian Gazzano

Brian Gazzano

Vice President, CA Insurance License #0D89170

415-291-0202 x103

Ashley Shippey

Ashley Shippey

Director of Property & Casualty Service, CA Insurance License #0H60509

415-291-0202 x101

Beth Beck

Beth Beck, MBA

Marketing Assistant to Financial Planner Barbara Burke, CA Insurance License #0E77505

415-493-9001 x102

Maria  Mason

Maria Mason

Director, Marketing & Client Experience, CA Insurance License #0I09933

415-291-0202

Luke Blanchard

Luke Blanchard

Vice President, CA Insurance License #0I76779

415-291-0202 x107

Charlie Krystofiak

Charlie Krystofiak

Financial Professional Emeritus, CA Insurance License #0409584

415-291-0202 x104

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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