

Focus Areas
- Wealth Strategies
- Charitable Giving
- Estate & Legacy Strategies
- Divorce Finances
- Domestic Partner Finances

Certifications
CFP®
Certified Financial Planner™ChFC®
Chartered Financial Consultant®
Personal Interests
- Community Outreach
- Basketball
- Culinary Arts
- Yoga
Request a Consultation
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All Fields RequiredOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 02:30PM |
Fri | 08:00AM - 02:30PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 02:30PM |
Fri | 08:00AM - 02:30PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Fax
(877) 222-2701Branch Team
- Nicole Huber
- Sr. Branch Office Administrator
- Keith McGinnis
- Sr. Branch Office Administrator
Branch Team
Office Address
339 S San Antonio RoadSuite 1 B
Los Altos, CA 94022opens in a new window
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