Top cross-border & expatriate issues financial advisors in South San Francisco, CA

Noelle Owens is a financial advisor at Fidelity with 18 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Ameriprise Financial Services and multiple positions within Fidelity since 2017. She works with Strategic Advisers LLC, a Fidelity Investments company that provides a range of investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and fund advisory services.

William Rossitto Jr. is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Investments and Alliant Credit Union. 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, utilizing strategies such as model portfolios, third-party subadvisors, and customized approaches across various asset classes.

Jordan Sam is a Series 65-licensed financial advisor at Alpha Solutions Investment Advisors with one year of industry experience. Prior to joining Alpha Solutions, he was affiliated with the University of California, Riverside for a total of four years. Alpha Solutions Investment Advisors is an SEC-registered, fee-only firm managing approximately $509 million in discretionary assets. The firm serves individual and high-net-worth investors as well as institutional clients including pensions, foundations, and retirement plans, providing discretionary portfolio management, customized wealth management, and limited financial planning across multiple asset classes.

Stephanie Chang is a CFP® and CFA® with nine years of experience in the financial industry. She is currently with Wealth Enhancement Advisory Services, LLC and has previous experience at firms including Pillar Pacific Capital Management, Fisher Investments, and LPL Financial. Chang serves as a successor trustee for a family trust outside of her advisory role. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individual, high-net-worth, corporate, and retirement plan clients. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active strategies, overseen by an internal Investment Committee.

Kelly Cunningham is a financial advisor with Edward Jones in South San Francisco, CA, holding the CFP® designation along with Series 63 and Series 66 licenses. She has 24 years of industry experience and has been with Edward Jones since 2001. Outside of her advisory role, she is a general partner in the Cypress Investment Partnership, which involves occasional assistance with real estate transactions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Christopher Mittleman is the principal of Mittleman Value Partners LLC, an independent investment advisory firm based in New York, NY. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. His prior roles include positions at Aimia Am Holdings Inc., Aimia Inc., and leadership at Mittleman Brothers LLC and Mittleman Investment Management LLC. Mittleman Value Partners provides discretionary investment management for high-net-worth individuals and institutional clients, including private funds, endowments, and retirement accounts. The firm employs a concentrated, long-term value strategy focused on domestic and foreign equities, with notable features such as managing performance-based fees, use of leverage within separately managed accounts, and serving a significant non-U.S. and institutional client base.

Laura Thomas is a financial advisor at International Asset Management with nine years of industry experience. She holds a Series 63 designation and has worked at Individual Asset Management since 2016. International Asset Management is a team-based registered investment adviser serving individual clients, including high-net-worth and expatriate investors, as well as advisory firms and small businesses. The firm employs a global investment approach with services such as discretionary portfolio management, financial planning, and cross-border consulting.

Kautilya Palaypu is a financial advisor at Cow Capital Inc in Newark, CA, holding a Series 65 designation with three years of industry experience. He has been involved in multiple private companies, serving as a director and management consultant for businesses including a gold bullion distribution firm. Cow Capital Inc provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities. The firm offers a range of services from portfolio management to self-directed retirement plans, employing diverse investment strategies and features such as performance-based fees and advice on non-conventional tangible assets.

Eric Diandrea is a financial advisor at WealthUnite Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at WealthUnite Advisors since 2017. Outside of advisory work, he serves as CFO of DiAndrea Design and Development, a real estate development company. WealthUnite Advisors primarily serves U.K. expatriates in the U.S. with overseas pension assets and U.S. residents seeking investment advice. The firm provides non-discretionary portfolio management focused on international pension arrangements, using mutual funds, ETFs, UCITS, and individual securities.

Robert Mori is a CFA® charterholder with 15 years of industry experience, currently serving at Mori Huston Partners, a firm he has been with since 2009. Based in Miami, FL, he is one of two advisors at the firm. Mori Huston Partners provides fee-only portfolio management and investment consultation primarily to high-net-worth individuals, including U.S. citizens and foreign nationals, as well as certain pension and profit-sharing plans. The firm emphasizes individualized investment policies and active asset allocation, combining fundamental and technical analysis to pursue inflation-adjusted, risk-aware returns with a focus on capital preservation.