Our Professionals

Working with one of our financial professionals can give you the confidence to see your way to the financial future you want. With offices conveniently located throughout Northern California and Hawaii, we are easily accessible to help meet our clients’ needs.
We offer in-depth knowledge and financial strategies to help you design and implement your optimal wealth management strategy. Our team of financial professionals helps ensure that the many areas of your financial life are addressed and coordinated.

Justin Akai

Financial Professional

(808) 441-5115

justin.akai@equitable.com

Anthony Arch

Financial Consultant

(408) 537-0527

Anthony.Arch@equitable.com

Kenneth Barnes

Financial Consultant

(808) 441-5111

kenneth.barnes@equitable.com

Mark Blevins

Financial Consultant

(415) 276-2157

Jonathan.Blevins@equitable.com

Trevor Asch

Financial Consultant

(916) 805-8698

trevor.borgschatz@equitable.com

Anne Briggs

Financial Consultant

415-276-2120

Anne.Briggs@equitable.com

Avedis Buyuker

Financial Consultant

(925) 951-1163

avedis.buyuker@equitable.com

Erik Carlson

Financial Consultant

916-294-4423

Erik.Carlson@equitable.com

Rebekah Jager

Vice President NoCal/Hawaii

707-245-1638

rebekah.jager@equitable.com

Wai-Cheuk (Johnny) Chan

Financial Consultant

510-839-0026

waicheuk.chan@equitable.com

Khoan Chau

Financial Professional

510-465-7841

khoan.chau@equitable.com

Jack Choi

Financial Professional

415-409-6525

Jack.Choi@equitable.com

Nathan Cobert

Financial Consultant

415-479-1777

Nathan.Cobert@equitable.com

Jennifer Dailey

Financial Consultant

415-409-6525

Jennifer.Dailey@equitable.com

Manuel Dayao

Financial Consultant

808-239-2378

manuel.dayao@equitable.com

James DiSerio

Financial Consultant

209-952-2222

James.DiSerio@equitable.com

Michael DiSerio

Financial Professional

209-952-2222

michael.diserio@equitable.com

Peter Dobrus

Financial Consultant

415-276-2121

Peter.Dobrus@equitable.com

Allan Dong

Financial Consultant

415-276-2125

Allan.Dong@equitable.com

Michael Dooher, CFP®

Financial Consultant

925-951-1141

michael.dooher@equitable.com

Eugene Drzymala

Financial Consultant

(808) 441-5185

Eugene.Drzymala@Equitable.com

Ethan Elmore

Financial Consultant

(415) 276-2144

ethan.elmore@equitable.com

Travis Engler

Financial Consultant

(510) 410-8440

Travis.Engler@equitable.com

Gianni Farese

Financial Consultant

415-276-2158

gianni.farese@equitable.com

Raymond Gibson

Financial Professional

(415) 269-3338

raymond.gibson@equitable.com

Casey Gunter

Financial Consultant

(916) 805-8704

Casey.Gunter@equitable.com

Marlene Halim

Financial Advisor

(808) 441-5139

Marlene.Halim@equitable.com

Colby Hall

Financial Advisor

(925) 951-4785

colby.hall@equitable.com

Jonathan Hardisty

Financial Consultant

(916) 805-8693

Jonathan.Hardisty@equitable.com

Stephen Hardisty

Financial Consultant

(916) 805-8692

Stephen.Hardisty@equitable.com

Scott Hilbert

Financial Consultant, CFP

(916) 359-1055

Scott.Hilbert@equitable.com

Dylan Holborn-Welsh

Financial Consultant

(415) 276-2116

Dylan.Holborn-Welsh@equitable.com

Steven Horowitz

Financial Professional

(415) 409-6525 x 20

Steve.Horowitz@equitable.com

Michael James

Financial Consultant

(415) 276-2143

michael.james@equitable.com

Cicely Jones

Financial Consultant

(415) 276-2135

cicely.jones@equitable.com

Collin Kahal

Financial Consultant

(415) 276-2134

collin.kahal@equitable.com

Kent Kamita

Financial Professional

(808) 441-5109

kent.kamita@equitable.com

Atomman Kimm

Financial Consultant

(808) 441-5186

Atomman.Kimm@equitable.com

Scott Klein, CFP

Financial Consultant

(925) 963-0169

scott@guardrailfinancial.com

Robert Knoll

Financial Professional

(925) 765-9066

Robert.Knoll@Equitable.com

Willem Kruse

Vice President NoCal/Hawaii

(415) 276-2122

willem.kruse@equitable.com

Rose Lakalaka

Financial Consultant

(808) 441-5140

Rose.Alama@equitable.com

Alex Lakovetsky

Financial Professional

(415) 276-2123

Alex.Lakovetsky@equitable.com

Jubie Lin

Financial Professional

(808) 441-5118

Jubie.Lin@equitable.com

Jennifer Littlefield

Financial Consultant

(916) 614-7637

jennifer.littlefield@equitable.com

Christopher Mansfield

Financial Advisor

(415) 276-2139

Christopher.Mansfield@Equitable.com

Brendan McGrath

Financial Consultant

(415) 276-2215

(415) 391-8538

brendan.mcgrath@equitable.com

Ricardo Medrano Narvaez

Financial Consultant

(408) 836-6755

ricardo.medranonarvaez@equitable.com

Ashot Minasyan

Financial Consultant

(925) 951-1148

ashot.minasyan@equitable.com

Michael Miura

Vice President NoCal/Hawaii

(808) 441-5130

michael.miura@equitable.com

Ashlynn Mohan

Vice President NoCal/Hawaii

(916) 850-2051

ashlynn.mohan@equitable.com

Brandon Nakamura

Financial Consultant

(415) 276-2153

Brandon.Nakamura@equitable.com

Glen Nomura, CFP, ChFC, CLU

Financial Consultant

(808) 441-5143

Glen.Nomura@equitable.com

David O'Connor

Financial Consultant

(808) 441-5131

david.oconnor@equitable.com

Ryan Oda

Financial Consultant

(415) 276-2166

ryan.oda@equitable.com

David Parry

Financial Consultant

(808) 320-3805

David.Parry@equitable.com

Kyle Peters

Financial Consultant

(925) 951-1164

kyle.peters2@equitable.com

Raymond Preston

Financial Consultant, Retirement Planning Specialist

(925) 951-1147

Raymond.Preston@equitable.com

Caitlyn Reed

Financial Consultant

415-276-2124

caitlyn.reed@equitable.com

Orion Richardson

Financial Consultant

(415) 276-2161

orion.richardson@equitable.com

Sidney Sall

Financial Professional

(415) 276-2150

Sidney.Sall@equitable.com

Lucas Sam

Financial Consultant

(415)-276-2131

Lucas.Sam@equitable.com

Ashli Sasano

Financial Consultant

(808) 441-5165

Ashli.Sasano@equitable.com

Michael Schuler

Financial Consultant, CFP

916-614-7637

michael.schuler@equitable.com

Karl Silva

Financial Consultant

(916) 294-4410

Karl.Silva@equitable.com

Ravi Tarekere, CFA, CPA

Financial Consultant

(925) 951-1138

ravi.tarekere@equitable.com

Joseph Theam

Financial Consultant

(415) 944-9331

joseph.theam@equitable.com

Anthony Trias, CFP

Financial Advisor

(415) 479-1777

Anthony.Trias@equitable.com

Susan Vidalon-Suzuki

Financial Consultant

(415) 810-3653

Susan.Vidalon-Suzuki@equitable.com

Matthew Wang

Vice President NoCal/Hawaii

(415) 276-2133

matthew.wang@equitable.com

Cortney Williams, CFP

Financial Consultant

(916) 614-7637

Cortney.Williams@equitable.com

Alan Williamson

Financial Consultant

(408) 779-5600

Alan.Williamson@equitable.com

Robert Winder

Financial Consultant

(415) 276-2117

Robert.Winder@Equitable.com

Randy Yamada, CFP, ChFC, CLU

Financial Consultant

(808) 441-5177

Randy.Yamada@equitable.com

Micah Yoshino

Financial Consultant

(808) 441-5136

Micah.Yoshino@equitable.com

Darwin Yoshioka

Financial Professional

(808) 222-1007

darwin.yoshioka@equitable.com

Aiden Simons

Financial Advisor

(925) 951-1143

Aiden.Simons@equitable.com

Alex Moore

Financial Advisor

(808) 441-5106

Alex.Moore@equitable.com

Alex Day

Financial Consultant

415-276-2195

alexander.day@equitable.com

Ana De Loizaga

Financial Advisor

(415) 276.2229

ana.deloizaga@equitable.com

Andrew Minker

Financial Consultant

(408) 559-6015

andrew.minker@equitable.com

Anna Kim

Financial Consultant

808-441-5202

anna.kim@equitable.com

Annie Massey

Financial Advisor

(808) 441-5101

Anna.Massey@equitable.com

Austin Todd

Financial Advisor

(415) 276-2149

Austin.Todd@Equitable.com

Brandon Williams

Financial Advisor

(916) 805-8694

Brandon.Williams@equitable.com

Brett Villaume

Financial Advisor

415-276-2279

brett.villaume@equitable.com

Christian Lai

Financial Advisor

(808) 441-5108

christian.lai@equitable.com

Christopher Lee

Financial Advisor

(415) 276-2180

Christopher.Lee1@equitable.com

Coleman Clemons

Financial Advisor

(415) 276-2130

coleman.clemons@equitable.com

Dillon Horner

Financial Advisor

(415) 276 2159

Dillon.Horner@equitable.com

Ethan Burak

Financial Advisor

(415) 276 2289

ethan.burak@equitable.com

Ethan Guensler

Financial Advisor

(916) 805-8706

Ethan.Guensler@equitable.com

Giuseppe Benedetti

Financial Advisor

415 276-2179

giuseppe.benedetti@equitable.com

Hayden Wellbeloved

Financial Advisor

(415) 276-2152

hayden.wellbeloved@equitable.com

Jacob Birch

Financial Advisor

916-805-8697

Jacob.Birch@equitable.com

Jeremy Lea

Financial Consultant

415-276-2265

jeremy.lea@equitable.com

Kelsey McCarthy

Regional Vice President – K-12 Solutions

(707) 684-1742

kelsey.mccarthy@equitable.com

Kenta Wakui

Financial Advisor

(808) 441-5110

Kenta.Wakui@equitable.com

Kurtis Louie

Financial Advisor

(415) 276-2173

Kurtis.Louie@equitable.com

Leo Jacobo

Financial Consultant

415-659-0221

leo.jacobo@equitable.com

Li Huang

Financial Advisor

(916) 294-4430

Li.Huang@equitable.com

Lisa Petz

Financial Advisor

415.276.2196

Lisa.Petz@equitable.com

Logan Sutter

Financial Advisor

(415) 276-2224

logan.sutter@equitable.com

Marc McIntosh

Financial Advisor

(415) 276-2162

Marc.McIntosh@Equitable.com

Maximiliano Boudreau

Financial Advisor

(916) 742-7145

maximiliano.boudreau@equitable.com

Michael Bartolozzi

Financial Advisor

(415) 276-2241

Michael.Bartolozzi@equitable.com

Mikey Damir

Financial Advisor

(415) 276-2108

Michael.Damir@equitable.com

Nicolas Perez

Financial Advisor

(415) 276-2181

Nicolas.Perez@equitable.com

Niko Gutierrez

Financial Consultant

415-276-2250

niko.gutierrez@equitable.com

Preston Rodriguez

Financial Consultant

(415) 276-2208

Preston.Rodriguez@Equitable.com

Racquel Nakata, CFP

Financial Advisor

(808) 441-5151

racquel.nakata@equitable.com

Rex Moar

Financial Consultant

(415) 276-2140

rex.moar@equitable.com

Richard Patrick

Financial Advisor

(415) 276-2174

Richard.Patrick@equitable.com

Ryan Kono

Financial Consultant

808 441 5125

ryan.kono@equitable.com

Ryan Ta

Financial Consultant

(415) 276-2298

ryan.ta@equitable.com

Ryan Okamoto

Financial Advisor

(415) 276-2141

Ryan.Okamoto@equitable.com

Samuel Chavez

Financial Advisor

(415) 276-2100

Samuel.Chavez@equitable.com

Sean Prior

Financial Consultant

415-276-2170

sean.prior@equitable.com

Shawn Hamada

Financial Consultant

808-441-5201

shawn.hamada@equitable.com

Teman Goller

Financial Advisor

(916) 805-8700

Teman.Goller@equitable.com

Therynn Winberry

Financial Advisor

916 805-8695

therynn.winberry@equitable.com

Tyler Christianson

Financial Advisor

(925) 464-2738

tyler.christianson@equitable.com

Vanessa Richie

Financial Advisor

916- 294-4431

vanessa.richie@equitable.com

Vianney Verzola

Financial Advisor

(925) 951-1156

Vianney.Verzola@equitable.com

William Hansen

Financial Advisor

(925) 464-2186

William.Hansen@equitable.com

Our Staff

You can always depend on the professionalism and experience of our dedicated staff members. Their job is to support you and help you reach your goals.