Mark Kalinowsky is a financial advisor at Kalinowsky Asset Management in San Jose, CA, holding a Series 66 designation with 15 years of industry experience. He has worked at Pollock Investment Advisory Corp., doing business as KAMcorp, since 2014. Kalinowsky Asset Management provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a long-term, strategic asset allocation approach centered on passive index mutual funds and ETFs, offering comprehensive planning services and regular portfolio monitoring.

Vita Piazza is a financial advisor at Kalinowsky Asset Management with 37 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Pollock Investment Advisory Corporation and M HOLDINGS SECURITIES, Inc. for over 12 and 20 years respectively. Kalinowsky Asset Management provides personalized financial planning and discretionary investment management to individual clients, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes a long-term, strategic asset allocation approach using primarily passive index mutual funds and ETFs, complemented by comprehensive planning and ongoing portfolio monitoring.