CFP®-certified, charitable giving tax strategies financial advisors in San Mateo, CA

Melissa Eugenio is a financial advisor at Alexander Beard (USA) Inc. with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Alexander Beard since 2018, following prior roles including five years at ABD Retirement Services, Inc. Outside of her advisory work, she is a Bikram yoga instructor, teaching weekly classes at Being Yoga. Alexander Beard (USA) Inc. provides advisory services primarily to individuals and retirement plans, focusing on UK citizens or former UK residents living in the U.S. with UK-based pension accounts. The firm offers pension consulting, portfolio management, and financial planning, tailoring advice to client goals and working with pension trustees to facilitate pension transfers and flexible arrangements.

Anatoly Vilderman is a financial advisor at OSAIC Institutions, INC. with 16 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including J.P. Morgan Securities and Wells Fargo Clearing. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure.

David Fung is a financial advisor with LPL Financial in San Mateo, CA, holding a Series 66 credential and three years of industry experience. Before joining LPL Financial in 2025, he worked at NEXT Financial Group, Inc. for two years and has prior experience in engineering roles at Applied Materials and Lam Research. Outside of his advisory work, he is employed in an engineering role at TSMC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Kent Grealish is a CFP® professional with 26 years of experience in the financial services industry. He is the sole advisor at Grealish Investment Counseling LLC, having previously worked at Garrett Investment Advisors, Quacera, and Morgan Stanley. Grealish Investment Counseling LLC provides investment counseling focused on long-term, primarily passive portfolio strategies using low-cost index and fixed-income funds. The firm works with individual clients to develop customized Investment Policy Statements and offers project- and hourly-based advice without managing client assets or accepting commissions.

Hasnain Karim is a CFA® charterholder and the sole advisor at Kilimanjaro Capital, LLC, an independent firm based in San Mateo, CA. He has 16 years of industry experience and has been with Kilimanjaro Capital since 2009. Kilimanjaro Capital manages discretionary investment accounts primarily for individuals using two principal strategies: a long/short strategy and a long-only strategy. The firm employs an opportunistic, value-oriented approach that includes hedging, derivatives, and short-selling in its long/short strategy, with a focus on securities trading below intrinsic value and a typical investment horizon of one to five years.

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.

Mark Kebodeaux is a financial advisor at Meridian Wealth Management, LLC with 34 years of industry experience. He previously worked for First Financial for 10 years before joining Meridian in 2023. Kebodeaux holds Series 63 and Series 65 licenses. Meridian Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan services, utilizing equities, ETFs, mutual funds, fixed income, and alternative investments with ongoing monitoring and rebalancing.

Mark Petro is a financial advisor at Lakeland Investor Services, Inc. in Conneaut Lake, PA, with 24 years of industry experience. He holds a Series 66 designation and has worked at the firm since 2002. He is also president of Lakeland Insurance Services, LLC, a business he established to handle insurance sales and related operations. Lakeland Investor Services provides fee-based wealth advisory and investment management services to individuals, multi-generational families, high-net-worth clients, small non-profit organizations, small businesses, and qualified retirement plans. The firm offers comprehensive financial planning, portfolio management, and uses a variety of analytical approaches including fundamental, technical, and Monte Carlo modeling.

Kaylin Olster is a financial advisor at Schneider Downs Wealth Management Advisors, LP with one year of industry experience. She holds the Series 65 designation and has previously worked at Corient, Odyssey Capital Advisors, and has an academic background from Temple University. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and qualified retirement plan sponsors and trustees. The firm employs a committee-driven investment process to manage diversified portfolios and offers both discretionary and non-discretionary management along with retirement plan consulting and tax-aware planning strategies.

Angelo Romano is a CFP® with six years of experience in the financial services industry, currently serving as an advisor at SC&H Wealth. His prior experience includes roles at MECU, ADP, and APGFCU. In addition to his advisory work, he is a licensed insurance agent involved in the sale of insurance-related products. SC&H Wealth serves individuals, trusts, estates, pension and profit-sharing plans, corporations, small businesses, and charitable organizations. The firm employs a team approach combining CPAs and CFP® professionals to provide tailored financial planning, asset management, retirement consulting, and tax preparation services.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.