Redwood City, CA 203 Redwood Shores Parkway Suite 510 Office

Team
Updated today

Client AUM

$114,113,897,417

Clients

24,945

Advisors

10

Of 737 advisors across 93 offices

Location

203 Redwood Shores Parkway, Suite 510

Redwood City CA 94065

Advisors at this office

10

Advisors at this office

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Melody S

CFP®

Redwood City, CA

Cerity partners LLC

Melody Suehiro is a CFP® professional with seven years of experience in the financial services industry. She has worked at Cerity Partners LLC since 2023, following prior roles at Galileo Planning Group and BNY Mellon. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screening to build client programs, and offers a range of services including portfolio management, financial planning, retirement plan consulting, and access to alternative and private-market investments.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy Founder/Business Owner Executive Retired
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Albert H

CFP®

Redwood City, CA

Cerity partners LLC

Albert Hwang is a CFP® professional at Cerity Partners LLC with two years of industry experience. His work history includes roles at Consilium Wealth Management and BDO USA LLP. He also has experience at Epitome Learning Center outside the financial services industry. Cerity Partners provides customized wealth management and related services to a national client base, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection supported by proprietary quantitative screens and third-party managers, and offers access to private-market investments and specialized retirement plan consulting.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy Founder/Business Owner Executive Retired
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Jennifer E

CFA®, Series 63, Series 65

Redwood City, CA

Cerity partners LLC

Jennifer Ellison is a CFA charterholder with 22 years of industry experience. She has worked at Cerity Partners LLC since 2021 and previously spent 20 years at Bingham, Osborn & Scarborough, LLC. Ellison serves as a representative on the PIMCO RIA Advisory Board, participating in discussions on investment solutions and services. Cerity Partners Retirement Plan Consultants advises plan sponsors on defined contribution and defined benefit plans, providing fiduciary services, participant advice, plan design, and administrative support. The firm’s investment approach focuses on asset-allocation driven model portfolios, written investment policy statements, and IPS-based monitoring, managing the majority of assets on a non-discretionary basis.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy Founder/Business Owner Executive Retired
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Ana G

CFP®, Series 65

San Francisco, CA

Cerity partners LLC

Ana Galutera is a Certified Financial Planner (CFP®) with 23 years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2023, following a 17-year tenure at Galileo Planning Group. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, estates, corporations, charitable institutions, foundations, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy Founder/Business Owner Executive Retired
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Minnie S

CFP®, Series 66

Redwood City, CA

Cerity partners LLC

Minnie Sanford is a CFP® and holds a Series 66 designation, with 26 years of experience in the financial advisory industry. She has worked at Cerity Partners LLC since 2021 and previously at Bingham, Osborn & Scarborough LLC in two separate periods totaling six years. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high- and ultra-high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs for qualified clients.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy Founder/Business Owner Executive Retired
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Chelsea S

Series 65

Redwood City, CA

Cerity partners LLC

Chelsea Salins is a financial advisor at Cerity Partners LLC with one year of industry experience. She holds a Series 65 credential and has previously worked at Galileo Planning Group. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy Founder/Business Owner Executive Retired
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Michelle S

CFP®, Series 66

Redwood City, CA

Cerity partners LLC

Michelle Soto is a CFP®-certified financial advisor with 21 years of industry experience. She is currently with Cerity Partners Retirement Plan Consultants and was previously with Bingham Osborn & Scarborough, LLC for nine years. Outside of her advisory role, she serves as Board Member and Investment Committee Chair for The Peninsula College Fund. Cerity Partners Retirement Plan Consultants advises plan sponsors of defined contribution and defined benefit plans, focusing on ERISA fiduciary services, participant advice, and plan design. The firm emphasizes asset-allocation driven model portfolios, written investment policy statements, and ongoing monitoring, serving primarily on a non-discretionary basis.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy Founder/Business Owner Executive Retired
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Garrett G

Series 65

Redwood City, CA

Cerity partners LLC

Garrett Gillett is a financial advisor with Cerity Partners LLC, holding a Series 65 credential and eight years of industry experience. His prior firms include B|O|S and Financial Engines Advisors L.L.C. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, estates, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy Founder/Business Owner Executive Retired
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Miles A

CFP®, ChFC®, Series 65

Redwood City, CA

Cerity partners LLC

Miles Amodeo is a financial advisor at Cerity Partners LLC with 8 years of industry experience. He holds the CFP®, ChFC®, and Series 65 designations. Prior to joining Cerity Partners in 2025, he worked at Bordeaux Wealth Advisors and Hayashi Wayland Investment Services. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm uses tailored asset-allocation, manager selection, and periodic rebalancing combined with proprietary quantitative screens and third-party managers to build client programs.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy Founder/Business Owner Executive Retired
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Ryan F

CFP®

Redwood City, CA

Cerity partners LLC

Ryan Ford is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior work includes five years at B|O|S and a six-year period out of employment. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screens to build client programs, while also offering specialized private-markets investments and affiliated services such as pension consulting and insurance products.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy Founder/Business Owner Executive Retired
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