San Jose, CA Office

Bryan Benelli is a CFP® certificant with two years of industry experience currently affiliated with Stifel. His prior work includes roles at Red Tower Advisors and Jackson Hewitt Tax Services. He is based in San Jose, CA. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

Dana Mumford is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Stifel since 2009. Based in San Jose, CA, she holds a Series 66 license and has spent the majority of her career with Stifel Nicolaus & Co., Inc. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, focusing on forward-looking market assumptions and probabilistic modeling to inform asset allocation and financial planning.

Evan Rohrbough is a financial advisor at Stifel with 49 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2009. The firm serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Paul Kim is a financial advisor with Stifel in San Jose, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association, before joining Stifel in 2018. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm also provides services to private funds and municipal entities, operating alongside affiliated trust companies and banks.