Walnut Creek, CA N. California Blvd. Office

Ravi Tarekere is a financial advisor with Equitable Advisors in Walnut Creek, CA, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has worked with Equitable Advisors since 2016 and was previously affiliated with Axa-Advisors, LLC. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing a delivery model that includes LPL-sponsored programs and endorsed TAMPs.

Scott Klein is a financial advisor with Equitable Advisors in Walnut Creek, CA, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked with AXA Advisors. In addition to his advisory role, Klein is involved in health and long-term care insurance brokerage activities. 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 employs a hybrid referral and implementation model that utilizes various advisory programs and fiduciary credentials tailored to client goals and risk tolerance.

Michael Dooher is a financial advisor with Equitable Advisors in Walnut Creek, CA, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked with Axa Advisors, LLC from 2009 to 2020. Outside of his advisory role, he serves as an administrator of a personal trust. 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, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

Jonathan Blevins is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and over 45 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors. Blevins serves as a board member of the CrossStreets Neighborhood Alliance, a nonprofit providing support to homeless and unemployed individuals and their families. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Kyle Peters is a financial advisor with Equitable Advisors in Vacaville, CA, holding a Series 66 designation and five years of industry experience. He has been with Equitable Advisors since 2020. Outside of his advisory role, Peters serves as a trustee of Fathers Trust. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, 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, offering both advisory and brokerage/insurance channels to implement client recommendations.

Aiden Simons is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has worked in various roles including at Capital Insurance Group and Kidz Love Soccer. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a platform that emphasizes LPL-sponsored programs and endorsed TAMPs.

Robert Knoll Jr. is a financial advisor with Equitable Advisors in Walnut Creek, CA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Northwestern Mutual and Morgan Stanley, as well as involvement in the restaurant industry. He serves as a board member of the University of Oregon Alumni Association. Equitable Advisors serves a diverse clientele including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a model that incorporates LPL-sponsored programs and endorsed third-party managers.

Raymond Preston Jr. is a financial advisor with Equitable Advisors in Walnut Creek, CA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. He also serves as a successor trustee for his immediate family. Equitable Advisors provides services to individual investors, retirement plan sponsors, corporations, and charitable organizations, offering 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 client solutions.

Preston Rodriguez is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has worked in various roles prior to joining Equitable Advisors, including positions at Roseleaf Gardens and McDonald's. 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 employs a hybrid referral and implementation model, offering both advisory and brokerage channels to meet client needs.

Colby Hall is a financial advisor with Equitable Advisors in Walnut Creek, CA, holding a Series 66 designation and four years of industry experience. He has been with Equitable Advisors since 2021, following his time as a full-time student. 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 employs a hybrid referral and implementation model and offers both advisory and brokerage channels to implement client recommendations.

Chase Green is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has one year of industry experience, including prior roles at Equitable Advisors and a background working in the hospitality sector and education. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and third-party managers to deliver its advisory and brokerage solutions.

James Skilling is a financial advisor with Equitable Advisors in Walnut Creek, CA, holding Series 63 and Series 65 designations and 14 years of industry experience. He has worked at Equitable Advisors since 2012 and previously was affiliated with Axa Advisors, LLC. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Jeremy Lea is a financial advisor with Equitable Advisors in Pleasanton, CA, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at the University of the Pacific and in the catering industry. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services with a focus on individualized financial planning and fiduciary engagements.

Nicholas Elliott is a Series 66-licensed financial advisor with Equitable Advisors, based in Walnut Creek, CA, and has one year of industry experience. Prior to joining Equitable Advisors, he worked at Michael Dooher and has diverse experience in hospitality and service roles, including at Appellation Lodi Wine & Roses Resort & Spa where he remains active. 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 a variety of third-party managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Ashot Minasyan is a financial advisor with Equitable Advisors in Walnut Creek, CA, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2017, previously working at AXA-Advisors, LLC, and Coldwell Bankers/Residential Brokerage. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and a broad roster of third-party asset managers. The firm operates a hybrid referral and implementation model, providing both advisory and brokerage/insurance channels to implement client recommendations.