Walnut Creek, CA Ygnacio Valley Road Office

Team
Updated today

Client AUM

$178,440,700,518

Clients

230,676

Advisors

8

Of 3,332 advisors across 469 offices

Location

500 Ygnacio Valley Road, Suite 490

Walnut Creek CA 94596

Advisors at this office

8

Advisors at this office

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Debra N

Series 63, Series 65

Walnut Creek, CA

STIFEL

Debra Nygaard is a financial advisor at Stifel with 39 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

James C

Series 63, Series 65

Walnut Creek, CA

STIFEL

James Collini is a financial advisor with Stifel in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2008. Outside of his advisory role, Collini serves as a board member for Friends of Camp Concord, a nonprofit that raises funds to send underprivileged children to summer camp, and is president of the Charles Reid Foundation, which organizes an annual Christmas event for poor children. 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 to offer asset allocation and planning analyses, with clients retaining discretion over implementation.

General retirement planning Income planning
user avatar

Dennis J

Series 63, Series 65

Walnut Creek, CA

STIFEL

Dennis Janssen is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011. He is also an agent for Unum Provident Life, providing disability insurance services outside of securities trading activities. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies developed by its Investment Strategy Group, supporting client decisions across asset allocation, retirement, insurance, and estate planning.

General retirement planning Income planning
user avatar

Patrick S

Series 63, Series 65

Walnut Creek, CA

STIFEL

Patrick Sinclair is a financial advisor at Stifel with 45 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Sinclair holds the Series 63 and Series 65 designations and is based in Walnut Creek, California. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Leslie K

Series 63, Series 66

Walnut Creek, CA

STIFEL

Leslie Kollar is a financial advisor at Stifel with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill, RBC Capital Markets, J.P. Morgan Securities, and Jpmorgan Chase Bank before joining Stifel in 2023. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach uses proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to support client decision-making.

General retirement planning Income planning
user avatar

Louisa S

Series 63, Series 65

Walnut Creek, CA

STIFEL

Louisa Sakkis is a financial advisor at Stifel with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus since 2011. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

General retirement planning Income planning
user avatar

Christopher T

Series 66

Walnut Creek, CA

STIFEL

Christopher Thompson is a financial advisor at Stifel with 23 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2015. Outside of his advisory role, Thompson has co-authored a children’s book with his daughter and is involved as an advisor and co-founder of YouthDraft, an app for youth sports assessments and drafting, as well as advising a sports equipment business started by his son. Stifel serves a broad client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

John M

Series 63, Series 65

Walnut Creek, CA

STIFEL

John Mccarthy is a financial advisor at Stifel with 35 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2011. His credentials include the Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
View complete list of advisors at this office
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