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Aimee H

Series 66

San Francisco, CA

RBC Capital Markets

Aimee Hazelwood is a financial advisor at RBC Capital Markets with nine years of industry experience. She holds the Series 66 designation and previously worked at First Republic Investment Management, Inc. and First Republic Securities Company, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, alongside access to alternative investments and integrated financial services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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George L

Series 66

San Francisco, CA

RBC Capital Markets

George Ly is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley, Patelco, and Chase Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management strategies implemented through a combination of in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Nicholas D

Series 63, Series 65

San Franciso, CA

RBC Capital Markets

Nicholas Denicke is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at 280 Securities LLC and BOK Financial Securities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customizable advisory programs with discretionary and non-discretionary portfolio management, utilizing a combination of in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Jennifer S

Series 65, Series 63

San Francisco, CA

RBC Capital Markets

Jennifer Seidler is a financial advisor at RBC Capital Markets with 29 years of industry experience. Prior to joining RBC in 2025, she worked at Commonfund Securities, Inc. and Commonfund OCIO, Inc. from 2013 to 2025. She serves as a member of the finance committee at St Dominic's Catholic Church in San Francisco. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored investment advisory programs that incorporate in-house and third-party managers, with options for tax management and responsible-investing screens.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Timothy C

Series 63, Series 65, Series 66

San Francisco, CA

RBC Capital Markets

Timothy Cecchin is a financial advisor with RBC Capital Markets in San Francisco, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. His prior roles include positions at City National Bank, Bank of America, and Merrill. Outside of his advisory work, he is involved in residential rental property ownership. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies, combining in-house and third-party managers to provide discretionary and non-discretionary portfolio management and financial planning services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Naing L

CFP®, Series 66

San Francisco, CA

RBC Capital Markets

Naing Lin is a CFP® and holds a Series 66 license, with seven years of experience in the financial services industry. He has worked at RBC Capital Markets since 2023 and previously held roles at First Republic Investment Management, Merrill, and Bank of America. His background also includes time at the University of California, Berkeley. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs with both discretionary and non-discretionary portfolio management, combining in-house and third-party investment managers to tailor strategies to clients’ risk profiles.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Jonas A

Series 63, Series 65

San Francisco, CA

RBC Capital Markets

Jonas Abulencia is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2018, following a nine-year tenure at UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and combines in-house and third-party investment managers to tailor portfolios according to clients’ risk profiles.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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William M

Series 63, Series 65

San Francisco, CA

RBC Capital Markets

William Marshall is a financial advisor with RBC Capital Markets based in San Francisco, CA. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to his current role, he has worked at City National Bank since 2016 and RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with customizable investment strategies and portfolio management services supported by in-house and third-party managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Dustin B

Series 66

San Francisco, CA

RBC Capital Markets

Dustin Brown is a financial advisor with RBC Capital Markets in San Francisco, holding a Series 66 credential and 16 years of industry experience. He previously worked at City National Bank and Stableford Capital LLC. Outside of finance, he serves as an event host for Russian River Brewing Company’s annual release of Pliney the Younger and provides dog care services independently. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Pamela G

Series 66

San Francisco, CA

RBC Capital Markets

Pamela Gomez is a financial advisor with RBC Capital Markets based in San Francisco, holding a Series 66 designation and two years of industry experience. Prior to joining RBC Capital Markets in 2024, she worked at Bank of America from 2022 to 2024 and Wells Fargo Advisors from 2016 to 2020. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through various portfolio management approaches and affiliated asset managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Mary D

Series 63, Series 65

San Francisco, CA

RBC Capital Markets

Mary Dusablon is a financial advisor with RBC Capital Markets in San Francisco, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining RBC in 2018. Outside of her advisory work, she operates a holistic healing practice specializing in EFT tapping. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering a range of advisory programs with discretionary and non-discretionary portfolio management tailored to clients’ risk profiles.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Justin K

Series 66

San Francisco, CA

RBC Capital Markets

Justin Klueger is a financial advisor at RBC Capital Markets in San Francisco, CA, holding a Series 66 designation with 13 years of industry experience. He has worked at RBC Capital Markets since 2013 and is also employed at City National Bank since 2017. Outside of his advisory role, he owns and operates Pursuit of Time LLC, a business focused on reselling used watches. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored advisory programs and a range of portfolio management and financial planning services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Thomas S

Series 63, Series 65

San Francisco, CA

RBC Capital Markets

Thomas Schryver is a financial advisor with RBC Capital Markets in San Francisco, holding Series 63 and Series 65 designations and 32 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customized strategies and a range of investment options through both in-house and third-party managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Linh H

Series 66

San Francisco, CA

RBC Capital Markets

Linh Hoang is a financial advisor at RBC Capital Markets with 17 years of industry experience and holds a Series 66 designation. Prior to joining RBC in 2025, Linh worked at Morgan Stanley Private Bank and Morgan Stanley, as well as Wells Fargo Clearing Services. Outside of advisory work, Linh is involved as a partner in a restaurant, bar, and nightclub business. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs and portfolio management services tailored to client risk profiles. The firm leverages both in-house and third-party investment managers and provides integrated capital markets and alternative investment capabilities.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Michael C

CFP®, Series 66

San Francisco, CA

RBC Capital Markets

Michael Cox is a CFP® with 11 years of industry experience and is currently with RBC Capital Markets in San Francisco. He previously worked at First Republic Securities Company and First Republic Investment Management for seven years. Outside of his financial advisory role, he operates a sole proprietorship as a dance instructor. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies and a range of portfolio management, financial planning, and brokerage services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Susan F

Series 66

San Francisco, CA

RBC Capital Markets

Susan Fong is a financial advisor with RBC Capital Markets in San Francisco, holding a Series 66 license and 28 years of industry experience. She previously worked at Merrill for 11 years and at First Republic Investment Management and First Republic Securities from 2020 to 2023. Outside of her advisory role, she is an owner of ECSF Consulting, LLC, an optical consulting business started by her spouse, and serves as a notary public. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored strategies implemented through various investment managers, tax-management features, and options for alternative investments.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Diane K

Series 63, Series 65

San Francisco, CA

RBC Capital Markets

Diane Kohler is a financial advisor with RBC Capital Markets in San Francisco, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Her prior roles include positions at First Republic Investment Management, Inc., and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs providing portfolio management, financial planning, and brokerage services tailored to each client’s risk profile, utilizing both in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Nick D

Series 66

San Francisco, CA

RBC Capital Markets

Nick Delucio is a financial advisor at RBC Capital Markets with 19 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2014. The firm serves a wide range of clients, including individual investors, institutions, corporations, and charitable organizations, offering various wrap fee advisory programs and portfolio management services tailored to each client’s risk profile. RBC Wealth Management leverages its capital-markets capabilities and affiliated asset managers to provide discretionary and non-discretionary investment solutions.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Jennifer M

CFP®, Series 66

San Francisco, CA

RBC Capital Markets

Jennifer Maneatis is a CFP® professional with nine years of industry experience, currently with RBC Capital Markets since 2023. She previously worked at First Republic Securities Company, LLC and First Republic Investment Management, Inc. for five years, as well as at Ameriprise Financial Services, Inc. and Merrill. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm provides a range of advisory programs with tailored portfolio strategies implemented through a combination of in-house and third-party managers, offering discretionary and non-discretionary portfolio management alongside financial planning and custody services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Tabatha A

Series 66

San Francisco, CA

RBC Capital Markets

Tabatha Abraham is a Series 66 licensed financial advisor with six years of industry experience. She currently works at RBC Capital Markets in San Francisco, having previously been with Hall Capital Partners LLC and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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