Chris Low Consultant Chris is a Consultant with more than 25 years of experience in the retirement industry, guiding organizations in the design and management of their retirement programs. Throughout his career, he has served as a Relationship Manager with several leading retirement plan providers, gaining deep insight [Read More]

Vincenzo Menicucci Client Service Associate EDUCATION Loyola Marymount University, BA, Economics Pursuing MBA, Financial Planning and Services, California Lutheran University (expected 2026) HIGHLIGHTS FPA - Silicon Valley Chapter Vincenzo is a Client Service Associate to our personal wealth clients who works directly with [Read More]

Mariame Pierce Wealth Advisor EDUCATION Virginia Polytechnic Institute and State University (Virginia Tech), B.S. in Applied Economic Management – Financial Planning HIGHLIGHTS CERTIFIED FINANCIAL PLANNER™ Professional Mariame is a Wealth Advisor for the personal wealth group at The Advisory Group of San Francisco.  Along [Read More]

Kyle Dodson Wealth Advisor EDUCATION Miami University, BA in Finance HIGHLIGHTS CERTIFIED FINANCIAL PLANNER™ Professional Kyle is a Wealth Advisor for our personal wealth management team where he assists our Senior Advisors in delivering a high quality client experience. A CERTIFIED FINANCIAL PLANNER™ professional, [Read More]

Tanya Rapacz SENIOR ADVISOR EDUCATION BA, Wellesley College, Wellesley, MA Certificate in Financial Planning, Boston University Harvard University, Program on Negotiation (PON) Certificates in Mediation & Conflict Resolution and Negotiation and Dispute Resolution. HIGHLIGHTS CERTIFIED FINANCIAL PLANNER™ Professional Graduate, FPA Residency Program Pioneer Member, FPA Eldercare [Read More]

Eric Sousa OPERATIONS MANAGER EDUCATION BA, Economics and International Relations, University of California, Davis MBA, HEC Paris HIGHLIGHTS Eric serves as our Operations Manager bringing a wealth of expertise in ensuring the highest standards of accuracy and precision. His primary responsibilities encompass the meticulous [Read More]

Olga Prakapenkava Executive Assistant EDUCATION BA - Linguistics, Minsk State Linguistic University Project Management, San Francisco State University Olga is an Executive Assistant contributing to our firm’s success by keeping operations running seamlessly and ensuring an exceptional experience for our clients. She manages executive scheduling, client [Read More]

Kristin Harad MARKETING ADVISOR EDUCATION B.S. Economics (Marketing), The Wharton School, University of Pennsylvania Certificate Program in Personal Financial Planning, UC Berkeley Extension HIGHLIGHTS Member, Financial Planning Association (FPA) of San Francisco Maintains CERTIFIED FINANCIAL PLANNER™ credential Board member, Musical Theatre Works, San Francisco Kristin [Read More]

Roger B. Patterson, ChFC® FOUNDER EDUCATION B.A., Stanford University HIGHLIGHTS Chartered Financial Consultant (ChFC®) Certified Investment Management Analyst® certification (former) Taught in conjunction with The Wharton School, University of Pennsylvania, from 1989 through 2016. Roger B. Patterson is the founder and a shareholder of [Read More]

Lisette Smith SENIOR ADVISOR EDUCATION MBA, Boston University Harvard University, Program on Negotiation (PON) Certificate in Mediation & Conflict Resolution University of Massachusetts, McCormack School of Policy and Global Studies Graduate Certificate, Mediation and Conflict Studies Fairfield University, BS Finance HIGHLIGHTS CERTIFIED FINANCIAL PLANNER™ Professional Certified [Read More]