Menlo Park, CA Office

Chao Zheng is a CFP®, CFA®, and holds a Series 65 license with eight years of industry experience. He currently works at Focus Partners Wealth, LLC and previously spent eight years at Bordeaux Wealth Advisors and two separate one-year terms at Calvert Research and Management. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis alongside tools such as trend-following and options overlay strategies.

Langyu Wang is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 credential and beginning his advisory career in 2025. Prior to joining Focus Partners, he worked at the University of Chicago, Chenxi Capital, and Deloitte in various roles. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Fabian Garces is a CFP® and CFA® with five years of industry experience, currently serving as an advisor at Focus Partners Wealth, LLC. Prior to joining Focus Partners in 2025, he worked at Bordeaux Wealth Advisors for four years and spent ten years at Calvo Enterprises. He holds a position as Vice-Chairman on the Board of Directors at Bank of Saipan, where he chairs the Asset/Liability committee. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients, providing a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing both fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Isabelle De Andrade Araujo is a CFA charterholder and holds a Series 65 license, currently serving as a financial advisor at Focus Partners Wealth, LLC. She has two years of industry experience with prior roles at Bordeaux Wealth Advisors, Checkbook Inc, and Stanford University. Outside of her advisory work, she volunteers with the CFA Society of San Francisco’s Member Programming Advisory Council, supporting members and community professionals. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Dirk Gilliard is a financial advisor at Focus Partners Wealth, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Bam Management, Buckingham Strategic Wealth, Dan Goldie Financial Services, PartnerVEST Advisory Services, and Emeritus Investment Management. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering wealth management and advisory services that include investment management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Noah Lazenby is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining Focus Partners, he held positions at PacificHQ LLC, J.P. Morgan, Xen, Inc, Silicon Valley Bank, and Visa. Noah’s background also includes four years at the University of California - Santa Cruz. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Yanxiao Li is a CFP® and Series 65-licensed advisor at Focus Partners Wealth, LLC with three years of industry experience. Prior to joining Focus Partners, Yanxiao worked at Bordeaux Wealth Advisors for three years and at Deloitte Tax LLP for five years. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm uses a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Jason Pfannenstiel is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Bordeaux Wealth Advisors, Mirador Capital Partners, Sanctuary Securities, and Morgan Stanley. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Daniel Goldie is a CFP® and CFA® with 27 years of experience in the financial advisory industry. He is currently with Focus Partners Wealth, LLC and has held prior roles at Bam Management, Buckingham Strategic Wealth, Dan Goldie Financial Services, PartnerVEST Advisory Services, and LWI Financial. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Nicholas Casaccia is a CFP® and holds a Series 65 license with seven years of industry experience. He currently works at Focus Partners Wealth, LLC and was previously with Bordeaux Wealth Advisors and Ernst & Young LLP. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Nathan Redman Brown is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Bordeaux Wealth Advisors, Human Investing, and Crocs Inc. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Heather Gaillard is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Bordeaux Wealth Advisors. Outside of finance, she has experience working with Pilates V. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Maggie Liu is a CFP® with 21 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. Her prior roles include positions at Bordeaux Wealth Advisors, Empirical Wealth Management, Fidelity Brokerage Services, and Charles Schwab. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Cameron Ralston is a financial advisor at Focus Partners Wealth, LLC in Menlo Park, CA, holding a Series 65 designation. He began his advisory career in 2026 and has prior work experience at Qualcomm and LR Interior Design. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis along with various portfolio management tools.

Tyler Johnson is a CFP® professional with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Bordeaux Wealth Advisors LLC and Brownson, Rehmus & Foxworth. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.