Rudolph J. Cervetto III
Rudolph “Joe” Cervetto is an office coordinator based in the San Rafael office. Joe knows how to make a first ...
Greg Friedman, MS
Greg Friedman is a Senior Strategic Advisor of Wealthspire Advisors. Formerly the co-founder and CEO of Private Ocean Wealth Management, ...
Kevin Gahagan, CFP®, CIMA®, CEP, CIMC
Kevin Gahagan is a Managing Director and financial advisor at Wealthspire Advisors based in San Francisco. He specializes in working ...
Chip Pyfer, JD, CFP®, CIMA®, CPWA®
Chip Pyfer is a Managing Director and Advisor in the San Rafael and San Francisco offices. He is a member ...
Karolina Chernyak, FPQP™
Karolina Chernyak is a Senior Client Service Specialist based in the San Rafael, CA office. Karolina works closely with clients ...
Steve Branton, CFP®, CPCC®
Steve’s mission is to serve clients as their key thought partner in the design of their financial life plans. His ...
Frederick E. Dopfel, Ph.D.
Fred Dopfel is Strategic Advisor and a member of the Wealthspire Investment Committee. Fred has worked as an investment professional ...
Tim Talbott, MA, CFP®
Tim Talbott is a Senior Advisor Associate in the San Rafael office. As the modern Renaissance man that he is, ...
Justin Hult, MBA, CFA®
Justin Hult, based in the San Rafael office, is a Senior Vice President and the Head of Trading, Portfolio Management, ...
Bill Bockwoldt, MBA, CFP®, CEPA®
Bill Bockwoldt is a Senior Vice President and Advisor in the San Rafael office. Bill has over 20 years of ...
Tim Curley
Tim Curley is a Vice President on the Investments Team and is based in the San Rafael office. He is ...
Suzanne Williamson
Suzanne Williamson is a Senior Vice President based in the San Rafael office. She is focused on identifying better and ...
