Sherry Karlsson is a financial advisor with Rosenblum Silverman Sutton Sf Inc in San Francisco, holding Series 65 and Series 66 credentials and four years of industry experience. Her prior experience includes roles 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 emphasizes individualized investment plans based on personal consultations and analyzes macroeconomic factors and fundamental equity metrics, managing approximately $486.6 million in discretionary assets across a four-advisor team.

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 three years of industry experience, currently serving as a financial advisor at Rosenblum Silverman Sutton, S.F., Inc. He has been with the firm since 2018 and previously worked at Karp Capital Management and as a consultant to startups. 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 personal consultations and utilizes macroeconomic monitoring and fundamental equity analysis, complemented by tactical rebalancing and fixed-income selection.