Broker Check

Team

Our teamwork approach adds a broader perspective to all we do and provides increased benefits to our members. Our experienced professionals have helped many people like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation. 

 
Johnpaul provides comprehensive wealth management services including financial, retirement and educational planning, life insurance services and investment management. He works locally with clients throughout the San Francisco Bay Area...

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Hector is a Certified Financial Planner™ practitioner who has provided financial advice to individuals and companies for over ten years. As a financial advisor, he has educated and built strategies for professionals and retirees,...

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Brennan Kurtela became an LPL Financial Advisor in 2016 after spending two years as the Investment Sales Assistant at Stanford Federal Credit Union. Born and raised in Woodside CA, Brennan attended high school in San Francisco and...

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Trent McIlhaney is the Chief Financial Officer of Stanford Federal Credit Union and the program manager of Stanford Federal Investment Services. Trent works to ensure that the program provides high quality financial services that meet...

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