Silicon Valley

San Antonio Center
2570 W. El Camino Real, Suite 520
Mountain View, CA 94040
Tel 650.941.1717
Fax 650.941.3131

Map and Driving Directions 

Lisa Barnea | Director of Finance, Principal

Lisa Barnea 
Director of Finance, Principal

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Helen Dietz | Director of Wealth Management, Principal

Helen Dietz CFP®
Director of Wealth Management, Principal

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Donald Finsthwait

Donald M. Finsthwait 
Director of Wealth Management

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John Kirkpatrick

John Kirkpatrick MBA
Director of Wealth Management, Principal

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Nayan Lapsiwala Wealth Manager

Nayan Lapsiwala CFP®, CFA, CAIA
Director of Wealth Management, Principal

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Natalie Morella

Natalie Morrella CFP®
Manager of Wealth Management

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Talia Pierluissi

Talia Pierluissi CFP®, CDFA, MBA
Director of Wealth Management, Principal

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Randy Rae | Manager of Investment Strategy & Research

Randy Rae CFA, CFP®, MBA
Manager of Investment Strategy & Research

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Regina Wohl

Regina Wohl CFA®, MBA
Manager of Wealth Management

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