Top financial advisors working with immigrants in Pleasanton, CA

Robert Duncan Anderson is a CFP® with 19 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously spent 14 years at Commonwealth Financial Network. In addition to his advisory work, he serves as Treasurer and Board Member for the Danville Oaks Rugby Club, overseeing its financial policies and reporting. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical modeling to support client goals.

Antonio Accardo is a financial advisor with Mass Mutual Investors Services in Pleasanton, CA, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has worked at MML Investors Services, Inc. and Mass Mutual Financial Group since 2008. Additionally, he has been involved with Villa Romana Inc. since 1992. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning relationships and offers specialized programs including divorce planning and event-driven services such as estate settlement and employer-sponsored planning.

Samah Naguib is a CFA® charterholder with 12 years of industry experience. She has worked at Pleasanton Wealth LLC since 2018 and previously spent 11 years at Charles Schwab. Pleasanton Wealth provides comprehensive financial planning and portfolio management to individuals, families, trusts, estates, business entities, charitable organizations, and retirement plans. The firm employs a discovery-driven financial planning process and combines technical, fundamental, cyclical, quantitative, and qualitative analysis in portfolio construction.

Eric Martin is a CFP® professional with 42 years of industry experience. He is affiliated with Commonwealth Financial Network and has worked at Martin, Wardin & Eissner Financial Group since 1999. His background includes tax preparation services at Martin, Wardin & Eissner Financial Group and ownership involvement in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custodial services.

Lu Hao is a financial advisor at J.P. Morgan Securities with two years of industry experience and holds Series 63 and Series 65 licenses. He worked previously at China Merchants Bank for seven years before joining J.P. Morgan Securities and JPMC Bank NA in 2023. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies. The firm operates within the broader J.P. Morgan broker-dealer and banking organization, offering access to a wide range of products including security-based swaps and futures.

Chris Kolasinski is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings 25 years of experience in financial advising, focusing on areas such as college education planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. Chris emphasizes personalized wealth management strategies that align with clients' values and goals, facilitating ongoing collaboration to help clients pursue their financial objectives and plan their legacies. Born in Poland and raised in the United States, Chris developed an early passion for investing while studying Finance at the University of Florida, where he earned his bachelor's degree. Over his career, he obtained the CERTIFIED FINANCIAL PLANNER (CFP®) designation and serves as a Personal Investment Advisor (PIA). Committed to community involvement, Chris volunteers with local organizations, reflecting the Merrill tradition of service. His personal interests include basketball, soccer, swimming, and tennis.

Mayela Orrantia is a financial advisor with Banorte Asset Management, Inc. in Houston, TX, holding a Series 66 designation and bringing 17 years of industry experience. Her prior roles include positions at PNC Investments LLC, PNC Bank, and BBVA Wealth Solutions Inc. Banorte Asset Management serves individual and high-net-worth clients, including trusts, estates, charitable organizations, and business entities, with a focus on Latin American clients, particularly Mexican citizens. The firm offers discretionary and non-discretionary portfolio management through traditional programs and a wrap-fee digital advisory platform, employing a range of model allocations and investment vehicles.

Alejandro Mateos Gonzalez is a financial advisor at Alterna Wealth Management, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at Actinver in Mexico since 2005. He also engages in referral activities related to Banco Actinver and Actinver Casa de Bolsa for non-U.S. wealth management services. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, with a significant portion of clients outside the United States. The firm employs a disciplined, global approach to asset allocation and diversification using dynamic models and combines quantitative analysis, technical methods, and an in-house trading desk in its investment process.

Guy Max Delphin is a financial advisor at Delphin Investments with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Delphin Investments since 2008. Delphin Investments serves pooled investment vehicles and institutional clients through discretionary management of multiple strategies, including global tactical asset allocation, U.S. small-cap equity, and a Pan-Caribbean regional fund. The firm employs proprietary asset-allocation models, rule-based stock selection, and focused regional research, providing separate-account management and outsourced CIO services.

James Lee is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this position, he served as an Investment Consultant at Fidelity Investments from 2024 to 2025 and as a Financial Representative at the same company from 2023 to 2024. His professional journey reflects a focus on financial consultancy within Fidelity Investments. Originally intending to pursue a career in medicine, James shifted his focus to financial wellness after recognizing the significant impact thoughtful financial planning can have on individuals and their families. He is dedicated to empowering clients to make informed financial decisions and to build confidence in their financial futures. Outside of his professional work, James has interests in fitness, football, golf, snowboarding, and volunteering.