Top financial advisors working with parents 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, currently serving as an advisor at Commonwealth Financial Network since 2008. He also operates Martin Tax Services and co-owns Martin, Wardin & Eissner Financial Group, which provides securities, advisory, insurance, and tax preparation services. 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 roughly $213 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Lu Hao is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and two years of industry experience. He previously worked at China Merchants Bank for seven years and has been with J.P. Morgan Securities and JPMC Bank NA since 2023. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm emphasizes an ESG eligibility framework and offers customized, non-discretionary advice through its Institutional Consulting Services program.

Vandana Devi is a Planning Consultant at Fidelity Investments, where she has been serving since 2025. She began her career at Fidelity Investments in 2023, progressing through roles including Financial Service Representative, Financial Representative, and Relationship Manager before assuming her current position. Prior to joining Fidelity, she worked as a Personal Banker at Fremont Bank from 2020 to 2022. Her professional experience encompasses client relationship management and financial planning, with a focus on empowering clients to make informed decisions and maintain confidence in their financial goals. Vandana holds a California Insurance License, supporting her expertise in insurance-related financial services. Outside of her professional work, Vandana engages in activities such as cooking and baking, outdoor adventures, parenthood, reading, traveling, and writing.

Sandra Conroy is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. She has been active in the financial services industry since August 1985, providing clients with wealth management services that address both individual and complex financial needs. Her professional focus includes education planning, executive compensation, family wealth management strategies, personal retirement planning, tax minimization, and retirement income. Sandra’s approach centers on developing personalized strategies tailored to clients’ short- and long-term financial objectives, emphasizing the importance of understanding life priorities beyond markets and returns. Her credentials include the Personal Investment Advisor (PIA) designation, and she holds a High School Diploma/GED from Greenville Central School. Prior to her financial career, Sandra managed Arthur Murray Ballroom Dance Studios in Florida and Arizona and became a franchise owner and operator in Denver. She also trained as a Medic in the U.S. Army Reserves. Outside of her professional work, Sandra is married with two children and three grandchildren. Her personal interests include dancing, golfing, and traveling.

Daniel Miller is a Private Wealth Manager with Merrill Private Wealth Management, specializing in providing personalized wealth management strategies tailored to each client's unique financial situation and goals. He works closely with families and businesses to navigate complex areas such as family wealth management, estate and legacy planning, executive compensation, retirement income, and portfolio management. Daniel collaborates with specialists from Merrill and Bank of America to deliver comprehensive financial solutions and investment insights. With over 30 years as a Houston resident, Daniel focuses on helping clients, including corporate executives, women, and non-profit organizations, meet their investment objectives through a flexible approach that adapts to changing market conditions. His professional designations include Accredited Portfolio Management Advisor (APMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He holds an Accredited Certificate from the College for Financial Planning. Beyond his professional role, Daniel actively contributes to the Houston community through volunteering with organizations such as BeaResource for CPS Kids, Big Brothers Big Sisters Greater Houston, Madison Place Home Owners Association, and Wonders and Worries. He values faith and family, spending time with his wife and two children, and enjoys outdoor activities, music, reading, and traveling.

Ben is the founder of Ketwich Capital LLC ("Ket-Cap") which serves the financial and investment needs of professionals and families. Ben is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Prior to founding Ket-Cap in 2017, Ben spent a decade working on Wall Street at UBS and Neuberger Berman. As an equity analyst in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and the pitfall wealth can bring when there is no plan or purpose. Ben is passionate about helping others become secure, content, and generous in their wealth. Ben has facilitated financial courses including Financial Peace University, Charting Your Legacy, and the Journey of Generosity (Generous Giving). In his personal time, Ben can be found either outside with his wife and two young children or building something around the house. He is an avid reader of books related to money, history, and theology.

Steven Elwell is a CFP® professional with 11 years of experience, currently serving at Level Financial Advisors, Inc. in East Amherst, NY. He has been with the firm since 2007. Outside of his advisory role, he is a passive partner in Scott & Main LLC, a brewery and restaurant business. Level Financial Advisors serves individuals, families, trusts, nonprofits, and small-business retirement plans by providing financial planning, discretionary portfolio management, and 401(k) advisory services. The firm utilizes a diversified asset-allocation approach and offers tax-efficient strategies such as direct indexing and technology-assisted account aggregation, along with educational resources and a quarterly newsletter for clients and peers.