Sherry Karlsson is a financial advisor at Rosenblum Silverman Sutton, Sf Inc in San Francisco, CA, with four years of industry experience. She holds Series 66 and Series 65 designations and previously worked at Minkoff & Associates, Bank of America, N.A., and Merrill. Rosenblum Silverman Sutton, S.F., Inc. provides customized investment management and financial planning to individuals, high-net-worth clients, trusts, retirement accounts, charitable organizations, and business entities. The firm develops individualized investment plans based on client consultations and document review, employing macroeconomic monitoring and fundamental equity analysis alongside tactical rebalancing and fixed-income selection.

Charles Angle is a CFP® with 12 years of industry experience, currently serving as an advisor at Rosenblum Silverman Sutton Sf Inc. His prior roles include positions at Cerity Partners LLC, Summitry, and Bank of the West. Rosenblum Silverman Sutton Sf Inc. provides customized investment management and financial planning to individuals, high-net-worth clients, trusts, retirement accounts, charitable organizations, and business entities. The firm combines fundamental equity analysis and macroeconomic monitoring with tactical rebalancing and fixed-income selection to develop individualized investment plans tailored to each client’s needs.

Joel Stilwell is a financial advisor at Rosenblum Silverman Sutton SF, Inc. in San Francisco, holding a Series 65 credential with two years of industry experience. He has been with Rosenblum Silverman Sutton since 2013. Rosenblum Silverman Sutton provides customized investment management and financial planning to individuals, high-net-worth clients, trusts, retirement accounts, charitable organizations, and business entities. The firm emphasizes individualized investment plans based on client risk tolerance, time horizon, liquidity, and tax considerations, using macroeconomic monitoring and fundamental equity analysis as part of its approach.

Holger Berndt is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Rosenblum Silverman Sutton, Sf Inc. His prior experience includes a role at Karp Capital Management and consulting for start-ups. Rosenblum Silverman Sutton, S.F., Inc. provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, retirement accounts, charitable organizations, and business entities. The firm emphasizes individualized investment plans based on macroeconomic analysis and fundamental equity research, managing approximately $486.6 million in discretionary assets across a team of four advisors.