Top financial advisors working with divorced clients in Palo Alto, CA

Adam Gensler is a CFP® with eight years of industry experience and is currently a financial advisor at Frank, Rimerman Advisors LLC in Palo Alto, CA. He has been a tax partner at Frank, Rimerman & Co. LLP, a public accounting firm, since 2012. Frank, Rimerman Advisors LLC provides financial planning, wealth management, and portfolio management services to high-net-worth individuals, qualified investors, trusts, estates, charitable organizations, and select limited liability companies. The firm employs a long-term, individualized investment approach with diversified portfolios and conducts ongoing client reviews.

Lavina Nagar is a CFP® and Series 65-licensed financial advisor with 15 years of industry experience. She has been with Maya Advisors, Inc., an independent firm based in Menlo Park, CA, since 2008. Maya Advisors serves individual and high-net-worth clients as well as charitable organizations, offering investment and portfolio management, financial planning, and advisory services for donor-advised funds through Schwab Charitable. The firm’s investment approach emphasizes long-term fundamental analysis, utilizing low-cost diversified mutual funds and ETFs, and provides a notable client-managed program for self-directed investors.

Kanaka Szabo Cummings is a CFP® with 27 years of experience in the financial services industry. She has been with Gates Pass Advisors, LLC since 2015. Gates Pass Advisors, LLC provides comprehensive financial planning and ongoing wealth management primarily for individual and high-net-worth clients. The firm emphasizes financial-planning-driven asset allocation, diversification, and tax-aware management, typically implementing strategies through third-party independent managers on a turn-key platform.

Nicholas Raffin is a financial advisor at The Raffin Group LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill from 2016 to 2020. Outside of his advisory role, he serves as an advisor and strategic partner to Rowzzy, an AI startup focused on Natural Vision Understanding technology. The Raffin Group is an independent advisory firm that provides tailored portfolio management and financial planning to individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs a range of investment approaches, including model allocations with low-cost ETFs and mutual funds, and offers discretionary portfolio management, standalone financial planning, and a wrap-fee program.

Jacques Shepherd is a financial advisor with J.P. Morgan Securities in Palo Alto, CA, holding a Series 66 designation and six years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and previously held positions at UBS Financial Services and UBS. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. In addition to her advisory role, Santos is an independent insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and written recommendations.

John Brown is a financial advisor at Savant Wealth Management with 26 years of industry experience. He holds a Series 65 designation and previously worked at Exencial Wealth Advisors, LLC and Bush O'Donnell Investment Advisors, Inc. Outside of his advisory role, he serves as chairman of GJ Liquidation Company, a former supplier of railroad crossties. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office services to individuals, families, institutions, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

James Oldham is a financial advisor at Edward Jones in Honolulu, HI, holding a Series 66 designation with six years of industry experience. He previously worked at New Hope Windward for seven years before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Angela Linder is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of the Palmer Linder Group, a financial advisory team based in Metro Detroit. She joined Merrill in 2007 and has over 16 years of experience in the financial services industry. Angela focuses on serving multi-generational, high net worth families and business owners, aiming to simplify and clarify clients' financial lives through a team approach and education. Her expertise includes college education planning, divorce transition planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, special needs planning strategies, women and wealth, and sports and entertainment. Angela employs a disciplined process beginning with understanding each client's specific needs and priorities and fosters open communication within families to facilitate financial decision-making. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and earned an Associates in Business from Henry Ford College. Angela is active in her community and volunteers with organizations such as the Dearborn Rotary Club and In Place of War, a global organization that uses creativity to support positive change in conflict-affected areas. She also participates with the Downriver Community Band and Tec-troit Electronic Music Festival.

Cynthia Menker is a CFP® with 24 years of industry experience, currently serving at Contour Financial since 2001. She holds a Series 65 license and is based in Orland Park, IL. Contour Financial serves individual households focusing on retirement planning and investment management for clients who are not high-net-worth. The firm emphasizes diversified portfolios using mutual funds and ETFs, combines investment oversight with comprehensive financial planning services, and operates as a fee-only fiduciary under the NAPFA code.