Teresa K Wong

Andrew Redlick is a CFP® with 12 years of industry experience, currently serving as an advisor at Investment Growth Management, Inc. He has been with the firm since 2014, including its predecessor entity, and holds a Series 65 license. Investment Growth Management, Inc. is a long-established registered investment adviser dedicated to helping a select group of clients build, preserve, and achieve their most meaningful financial goals. The firm manages client portfolios through long-term, diversified asset allocation tailored to each client’s goals and risk tolerance, and is notable for its regular client communications and ongoing educational presentations.

Joseph Curtis is a financial advisor at Resolve Financial, LLC in Walnut Creek, CA, holding the ChFC® designation and Series 66 license with 13 years of industry experience. He has been with Resolve Financial since 2014 and previously operated under Joseph Patch Curtis from 2007 to 2016. Outside of advising, he is self-employed in insurance sales. Resolve Financial serves individual investors, estates, retirement plans, and trusts, typically working with accounts of $50,000 or more. The firm uses a factor-oriented investment approach based on Modern Portfolio Theory, focusing on broad market exposures with tilts toward small-company and value stocks, and manages accounts on a non-discretionary basis through a third-party platform.

Douglas Buser is a CFP® professional with 29 years of industry experience. He has been with Golden Gate Advisors, Inc., an independent firm based in Walnut Creek, CA, since 1998. In addition to his advisory role, he is a partner in a real estate brokerage firm. Golden Gate Advisors is a family-office registered investment adviser serving accredited high-net-worth individuals and related entities. The firm employs a multi-manager, core-satellite investment approach and offers services including financial planning, wealth management, and investment supervisory services for qualified retirement plans.

Jeffrey Elfont is the sole advisor at Pinnacle Capital Management in Walnut Creek, CA, holding Series 63 and Series 65 credentials with nine years of industry experience. He has been with Pinnacle Capital Management since 2001 and has prior experience in accounting, taxation, and auditing from his career in CPA firms. Pinnacle Capital Management serves institutional clients and pooled investment vehicles while also working with a small number of individual, non-high-net-worth clients. The firm emphasizes transparent custodian selection and explicit conflict-management policies in its investment management and advisory services.

Nicholas Fullerton is a CFP® professional with 17 years of industry experience, operating Fullerton Advisors, LLC since 2008. The firm is an independent advisory practice based in Alamo, CA. Fullerton Advisors serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporate entities. The firm provides discretionary and non-discretionary portfolio management, modular financial planning, and pension consulting, using diversified asset-allocation portfolios built primarily with ETFs and mutual funds guided by fundamental and cyclical analysis.

John Knolle is a CFP® professional with 10 years of experience, serving as the principal of Saranap Wealth Advisors since 2016. He operates as the sole advisor at the independent firm based in Walnut Creek, CA. Outside of his advisory practice, he maintains involvement in rental real estate. Saranap Wealth Advisors provides portfolio management integrated with financial planning and investment consultation to individual and high-net-worth clients, small businesses, and retirement plan sponsors. The firm employs a blend of fundamental, technical, and cyclical analysis with strategies such as active asset management and core-plus-satellite construction, and it is known for serving pension and profit-sharing plan clients as well as offering employer-facing workshops and employee benefit analysis.