Wealth Management in San Rafael, California

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Wealthspire San Rafael

100 Smith Ranch Road, Suite 300
San Rafael, CA 94903
(415) 526-2900

Our San Rafael Team

Kadeidra Honey-Brooks, J.D.

Senior Vice President, Trusts & Estates

Based in our San Rafael, CA office, Kadeidra serves as...

Kristin Economou

Client Service Specialist

Kristin is a Client Service Specialist based in the San...

Paul Sturm

Director, IT

Paul Sturm is Director of IT and is based in...

Amanda Fox, MBA, CFP®

Vice President

Amanda Fox is a Vice President and Advisor in the...

Diane Cauchois

Senior Associate, Investments

Diane Cauchois is a Senior Associate on the Investments team...

Dave Scuitto

Senior Client Service Specialist

Dave Scuitto is a Senior Client Service Specialist based in...

Rudolph J. Cervetto III

Receptionist

Rudolph “Joe” Cervetto is a receptionist based in the San...

Greg Friedman, MS, CFP®

Chief Strategy Officer

Greg Friedman is the Chief Strategy Officer of Wealthspire Advisors...

Chip Pyfer, JD, CFP®, CIMA®, CPWA®

Managing Director

Chip Pyfer is a Managing Director and Advisor in the...

Karolina Chernyak, FPQP™

Senior Client Service Specialist

Karolina Chernyak is a Senior Client Service Specialist based in...

Frederick E. Dopfel, Ph.D.

Strategic Advisor, Investment Committee

Fred Dopfel is Strategic Advisor and a member of the...

Elizabeth Pulido

Advisor Associate

Elizabeth Pulido is an Advisor Associate based in the San...

Tim Talbott, MA, CFP®

Senior Advisor Associate

Tim Talbott is a Senior Advisor Associate in the San...

Justin Hult, MBA, CFA®

SVP, Head of Trading, Portfolio Management, and Risk Management

Justin Hult, based in the San Rafael office, is a...

Bill Bockwoldt, MBA, CFP®, CEPA®

Senior Vice President

Bill Bockwoldt is a Senior Vice President and Advisor in...

Tim Curley

Vice President, Investments

Tim Curley is a Vice President on the Investments Team...

Suzanne Williamson

Vice President

Suzanne Williamson is a Vice President based in the San...

Carolyn Jerome

Director, Human Resources

Carolyn Jerome is a Director of Human Resources and is...

Andrew Santos

Client Service Specialist

Andrew Santos is a Client Service Specialist based in the...

Joel Udoutch

Associate, Data Operations

Joel Udoutch is an Associate on the firm’s Data Operations...

Marla Mulligan

Office Manager

Marla Mulligan is the Office Manager of the San Rafael...

Justin deTray, CFP®

Managing Director

Justin deTray is a Managing Director and Advisor in the...

Sarah Wotherspoon, MS, CFP®, CDFA®

Managing Director

Sarah Wotherspoon is a Managing Director and Advisor in the...

John F. Thiel, MBA, CFP®

Assistant Vice President

John Thiel is an Assistant Vice President and Advisor in...

Petra Braaksma

Senior Client Service Specialist

Petra Braaksma is a Senior Client Service Specialist based in...

M. Zach Mangels, MSFP, CFP®

Senior Vice President

Zach Mangels is a Senior Vice President and Financial Advisor...

Rokhand Collins

Client Service Specialist

Rokhand Collins is a Client Service Specialist based in the...