Oakland, CA Office

Susan Vidalon Suzuki is a Series 66-licensed financial advisor with Equitable Advisors in Oakland, CA, holding seven years of industry experience. She has worked with Equitable Advisors since 2018 and previously held positions at AXA Advisors, Pandora Media Inc., and Santa Clara University. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and a variety of endorsed third-party managed account platforms.

Joseph Theam is a financial advisor with Equitable Advisors in Oakland, CA, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has worked at Equitable Advisors since 2014 and was affiliated with AXA-Advisors, LLC from 2014 to 2020. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.