Our Team
Big enough to help you grow.
Small enough to care.
" alt="" title="">David Grodin
MBA, AIF®, CFBS, CLTC, RICP
Financial Advisor
Managing Partner
(510) 432-4243
" alt="" title="">Mary Grodin
ChFC, CLTC, ChSNC
Financial Advisor
Founder, Retired
" alt="" title="">Eric Gross
CFP®, CLTC
Financial Advisor
Certified Financial Planner
(925) 979-2303
" alt="" title="">Bobbie Zerby
CLTC
Financial Advisor
(510) 432-1901
" alt="" title="">Financial Advisor
(925) 323-7422
" alt="" title="">Justin Solo
AIF®
Financial Advisor
(510) 292-9233
" alt="" title="">Samuel Thorp-Nichols
CLU®
Financial Advisor
(415) 903-9870
" alt="" title="">Financial Planner
(301) 538-8558
" alt="" title="">Financial Services Professional
(510) 304-3969
" alt="" title="">Financial Services Professional
(408) 914-1550
" alt="" title="">New Business Coordinator
" alt="" title="">Ananta Mourya
MBA
Analyst
" alt="" title="">Marketing Coordinator
" alt="" title="">Client Service Associate
" alt="" title="">Client Service Associate