Experience and Expertise to Guide You

The Advisory Group of San Francisco celebrates over 20 years of helping our clients secure their financial independence. As a pioneer in the industry, we are one of the first independent fee-only financial planning firms in the U.S. We’ve been a true fiduciary since the beginning, putting the interests of our clients above all else.

Meet your Advisory Group team:

Gregory PattersonGreg Patterson, Retirement Plan Services

Greg Patterson, MBA

CEO, SENIOR ADVISOR

Lisette SmithLisette Smith, Certified Financial Planner (CFP®)

Lisette Smith, CFP®, CDFA®, MBA

SENIOR ADVISOR

Tanya RapaczTanya Rapacz

Tanya Rapacz, CFP®

SENIOR ADVISOR

Donna CastilloDonna Castillo The Advisory Group of San Francisco

Donna Castillo, FPQP®, CRPC™

PARAPLANNER

Eric SousaEric Sousa

Eric Sousa, MBA

REPORTING AND DATA MANAGER

Olga PrakapenkavaOlga Prakapenkava

Olga Prakapenkava, PMP®

EXECUTIVE ASSISTANT/PROJECT COORDINATOR

Kristin HaradKristin Harad

Kristin Harad, CFP®

CONTENT & COMMUNICATIONS

Adam Kinhtilda, CFOAdam Kinhtilda, CFO

Adam Kinhtilda

CFO

Roger PattersonRoger Patterson ChFC®

Roger Patterson, ChFC®

FOUNDER